Core Viewpoint - The stock of Zhiyu surged over 32% on February 9, reaching a new high of 269 HKD per share, driven by positive research from GF Securities highlighting the company's comprehensive model product matrix and strong commercialization capabilities [1] Group 1 - Zhiyu's stock price increased to 264.2 HKD per share, reflecting a 30.02% rise as of 1:55 PM [1] - GF Securities released a report stating that Zhiyu's self-developed GLM base model is central to its complete model matrix, which includes multi-modal, Agent, and Coding models [1] - The company achieved revenue of 190 million CNY in the first half of 2025, demonstrating rapid growth despite a high base, indicating sustained commercialization ability [1]

Core Viewpoint - The stock of Zhipu (02513.HK) has seen a significant increase, with a rise of over 30% in the afternoon trading session, reaching a price of 260 HKD and a trading volume of 581 million HKD [2] Company Summary - Zhipu's stock price increased by 27.95% as of the latest report [2] - The trading volume for Zhipu reached 581 million HKD, indicating strong market interest [2]

Group 1 - The core viewpoint of the article highlights that Zhiyuan (02513) has seen its stock price increase significantly, with a rise of 27.95% to 260 HKD, and a trading volume of 581 million HKD [1] - Zhiyuan's GLM-4.7-Flash model has achieved over 1 million downloads on Hugging Face within two weeks of its release, indicating strong market interest [1] - The launch of the Pony Alpha model on the Open Router platform has generated considerable discussion, with speculation that it may be related to DeepSeek-V4 or Zhiyuan's new GLM model [1] Group 2 - Guangfa Securities has published a report stating that Zhiyuan, as a leading large model service provider in China, has developed a comprehensive model matrix centered around its self-developed GLM base model, offering API services, localized deployment, and industry solutions to enterprise clients [1] - The report projects that Zhiyuan's revenue will continue to grow rapidly from 2025 to 2027, with scale effects becoming increasingly evident, suggesting strong long-term profitability certainty [1]

消息面上，据智谱官方公众号2月4日消息，混合思考模型GLM-4.7-Flash发布两周，在Hugging Face的下 载量突破了100万。此外，Open Router平台上线搜索排名第一的神秘匿名模型Pony Alpha引发热议，分 析猜测该模型可能是DeepSeek-V4、智谱GLM新模型等。 广发证券发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成 了包括多模态、Agent和Coding完整的模型矩阵，为企业客户提供API服务、本地化部署与行业解决方 案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。 智通财经APP获悉，智谱(02513)午后涨幅扩大逾30%，截至发稿，涨27.95%，报260港元，成交额5.81 亿港元。 ...

每经AI快讯，2月9日，港股大模型、AI应用方向午后拉升，智谱涨超26%，金山云涨超10%， MINIMAX-WP涨近10%，美图公司、商汤-W跟涨。 （文章来源：每日经济新闻） ...

智谱拉升大涨，半日收涨近18%，报239港元。消息面上，2月6日，全球模型服务平台OpenRouter悄然 上线一款代号为"Pony Alpha"的匿名模型，因其强大的编码能力、超长上下文窗口及针对智能体工作流 的深度优化，迅速引发开发者社区关注。知名X博主karminski-牙医猜测，Pony Alpha是国产大模型，要 么是DeepSeek-V4，要么是智谱GLM 新模型。 据社区实测案例显示，有开发者使用Pony Alpha配合Claude Code运行MineCraft项目，历时约2小时生成 170KB纯JavaScript代码，输出质量被评价为"超预期"。另有测试指出，该模型在SVG生成等细节任务上 展现出"Claude Opus 4.5级别的品味"。 Pony Alpha的亮相恰逢AI Agent应用爆发前夜。该模型所主打的"真正可用"的编程与智能体能力，预示 着其将在实际应用中产生远超对话类模型的Tokens消耗量，这为上游AI芯片、存储等半导体产业链带来 了明确的需求增长想象空间。 OpenRouter官方将Pony Alpha描述为"前沿基础模型"，在编程、智能体工作流、推理及角色扮演方面表 ...

Group 1 - The Hong Kong stock market saw a collective rise in AI application stocks, with notable increases such as Zhiyun up over 11% and Reading Group up 8% [1] - Other companies like Pony.ai, Fubo Group, and Xindong Company also experienced gains exceeding 6%, while Kingsoft Cloud and Dreamland Technology rose over 5% [1] - The report from Kaiyuan Securities highlighted ByteDance's launch of the Seedance 2.0 video generation model on the Jiemeng platform, which has sparked widespread evaluation and discussion in the AI industry due to its impressive performance [1] Group 2 - Zhiyun's stock price increased by 11.91% to 227.40, with a total market value of 101.39 billion and a year-to-date increase of 95.70% [2] - Reading Group's stock rose by 8.08% to 37.20, with a market capitalization of 37.99 billion and a year-to-date increase of 12.80% [2] - Other notable stock performances include Pony.ai up 6.46%, Fubo Group up 6.57%, and Xindong Company up 6.25%, with respective market values of 47.86 billion, 11.54 billion, and 41.69 billion [2]

Core Viewpoint - The Hong Kong stock market saw a collective rise in AI application stocks, indicating strong investor interest and confidence in the sector [1]. Group 1: Stock Performance - Zhihui Technology (智谱) surged over 11% [1] - Yuewen Group (阅文集团) increased by 8% [1] - Xiaoma Zhixing (小马智行), Fubo Group (阜博集团), Xindong Company (心动公司), and WeRide (文远知行) all rose over 6% [1] - Kingsoft Cloud (金山云), Chuangmeng Tiandi (创梦天地), and Minglue Technology (明略科技) experienced gains of over 5% [1] - MINIMAX-WP saw an increase of over 4% [1] - JD Health (京东健康), Chuangxin Qizhi (创新奇智), and Fanshi Intelligent (范式智能) rose over 3% [1] - Ping An Good Doctor (平安好医生) and Zhongyou Game (中手游) increased by nearly 3% [1]

Group 1 - The Hong Kong stock market saw a collective rise in AI application stocks, with notable increases such as Zhiyu up over 11% and Reading Group up 8% [1] - Other companies like Xiaoma Zhixing, Fubo Group, Xindong Company, and Wenyuan Zhixing experienced gains exceeding 6% [1] - The report from Kaiyuan Securities highlighted ByteDance's launch of the Seedance 2.0 video generation model on the Jiemeng platform, which has garnered significant attention and discussion within the AI industry due to its impressive performance [1] Group 2 - Zhiyu's stock rose by 11.91%, reaching a latest price of 227.400 with a total market value of 101.385 billion, marking a year-to-date increase of 95.70% [2] - Reading Group's stock increased by 8.08%, with a latest price of 37.200 and a market value of 37.999 billion, reflecting a year-to-date rise of 12.80% [2] - Xiaoma Zhixing's stock rose by 6.46%, priced at 110.400 with a market value of 47.863 billion, although it has seen a year-to-date decline of 5.88% [2]

港股AIGC概念股盘初拉升，智谱涨超9%，MINIMAX-WP、美图公司涨超5%，金山云、百度集团- SW、阿里巴巴-W涨超3%。 ...