Core Insights - Zhiyun and Didi have announced a strategic partnership to explore key technologies in General Artificial Intelligence (AGI) and their applications in the transportation sector [1] - The collaboration aims to enhance intention alignment and reasoning capabilities in travel scenarios, facilitating the validation and implementation of agents in more complex business environments [1] Company Collaboration - The partnership focuses on forward-looking collaborative exploration between Zhiyun and Didi [1] - Both companies will work together to deepen the integration of AGI technologies in the mobility sector [1] Technology Development - The initiative will promote the development of intelligent agents in various business contexts [1] - Emphasis will be placed on improving the reasoning capabilities and intention alignment within travel applications [1]

Group 1 - The AI application concept in the Hong Kong stock market continues to strengthen, with notable stock price increases [1] - Zhihui (02513.HK) has seen a rise of over 23%, indicating strong investor interest [1] - MINIMAX-WP (00100.HK) has increased by more than 21%, reflecting positive market sentiment [1] Group 2 - Other companies such as Meitu (01357.HK) and Weimob Group (02013.HK) have also experienced upward movement in their stock prices, suggesting a broader trend in the sector [1]

1月12日，港股市场AI概念股集体走强，其中，智谱一度涨超20%，MINIMAX-WP一度涨超12%，第四范式一度涨超10%，汇量科技一度涨超9%。 上证报中国证券网讯（记者 刘逸鹏）1月12日，港股市场AI概念股集体走强，其中，智谱一度涨超20%，MINIMAX-WP一度涨超12%，第四范式一度涨超 10%，汇量科技一度涨超9%。 截至9时55分，智谱涨15.13%，报182.6港元/股；MINIMAX-WP涨8.29%，报373.6港元/股。 | | 买8 181.400 | | --- | --- | | MACD ▼ DIF:2.055 ↑ DEA:0.674 ↑ M:2.762 ↓ | 买9 181.300 | | 4.136 | 分时成交 - | | | 9:55 182.500 | | | 9:55 182.600↑ | | 4.065 | 9:55 182.200↓ | | 09:30 | 16:00 9:55 182.6001 | 消息面上，近日，MiniMax、智谱等多家国产AI大模型公司集中在港上市，带动此轮上涨热潮。根据弗若斯特沙利文报告，2024年中国大语言模型市场规模 已达到53亿 ...

Market Overview - A-shares experienced a volatile rise, with the Shanghai Composite Index up 0.25% and the Shenzhen Component Index up 0.49%, while the ChiNext Index fell 0.15% [1][2] - Hong Kong stocks also saw gains, with the Hang Seng Index up 0.24% and the Hang Seng Tech Index up 0.91% [3][12] - The bond market showed an upward trend, with government bond futures rising across the board [3][4] Sector Performance - The commercial aerospace sector remained active, and AI applications continued to strengthen, with notable gains in tech stocks [1][10] - The battery sector faced declines, with companies like Defu Technology dropping over 10% [9][10] - The metal futures market saw significant increases, particularly in silver, which surged over 11%, and other metals like platinum and palladium also rose [1][15] Notable Stocks - "Global Large Model First Stock" Zhihui surged nearly 20% in early trading [6][12] - AI programming concept stocks experienced a rally, with companies like Zhuoyi Information hitting the daily limit up [8][10] Commodity Market - Domestic commodity futures showed widespread gains, with silver up 11.5%, lithium carbonate up 9%, and platinum up 5% [4][5] - Other commodities like nickel, copper, and aluminum also saw increases, while some commodities like glass and fuel experienced declines [5][15]

Group 1 - AI application concept stocks have surged across the board, indicating strong market interest in this sector [1] - Zhizhu (02513) has seen a significant increase of 20.37%, reaching HKD 190.9 [1] - Maifushi (02556) has risen by 15.57%, now priced at HKD 44.84 [1] - Huiliang Technology (01860) has experienced an 8.01% increase, trading at HKD 18.88 [1]

Group 1 - The recent listings of domestic AI large model companies such as MiniMax and Zhipu in Hong Kong have led to a significant rise in AI concept stocks in the Hong Kong market, with notable increases in stock prices for companies like Maifushi and MINIMAX-WP, which rose over 9% [1] - The current wave of listings is seen as a transition from the technical research phase to a stage where technology and commercialization are being implemented simultaneously, providing a basis for future financing and valuation of large model companies [1] - According to a report by Frost & Sullivan, the market size of China's large language model is projected to reach 5.3 billion yuan in 2024 and is expected to grow to 101.1 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [1] Group 2 - The stock performance of key AI companies includes Maifushi with a 9.64% increase, MINIMAX-WP with a 9.39% increase, and Fourth Paradigm with an 8.49% increase, among others, indicating strong market interest [2] - MINIMAX-WP has seen a remarkable year-to-date increase of 128.73%, reflecting investor confidence and market potential [2] - The total market capitalization of these companies varies, with MINIMAX-WP at 116.71 billion yuan and Maifushi at 108.95 billion yuan, showcasing the financial scale of these emerging players in the AI sector [2]

Market Overview - On January 12, the Hang Seng Index opened up by 0.55%, reaching 26,376.84 points, while the Hang Seng Tech Index rose by 0.88% to 5,737.43 points [1][2] - The Hang Seng Biotech Index increased by 1.15%, and the Hang Seng China Enterprises Index gained 0.75% [2] Sector Performance - Most industry sectors experienced gains, with notable increases in non-ferrous metals, military industry, steel, and coal sectors [2] - The "first global large model stock," Zhizhu, surged nearly 15% after its listing on the Hong Kong Stock Exchange on January 8, where it initially rose by 13% on its first day [2] Company Highlights - Zhizhu's market capitalization approached HKD 70 billion after a single-day increase exceeding 20% on January 9, with its current price at HKD 182.30, reflecting a 14.94% rise [2][3] - Major tech stocks such as Meituan, Baidu Group, and Bilibili saw increases of over 2%, while Tongcheng Travel experienced a decline of over 1% [3][5]

Core Viewpoint - Zhipu (02513) has entered a strategic partnership with Didi to explore key technologies in General Artificial Intelligence (AGI) and their applications in the transportation sector, aiming to enhance the development of intelligent agents and large model talent cultivation [5]. Group 1: Stock Performance - Zhipu's stock opened nearly 15% higher and is currently up 11.79%, trading at HKD 177.30, with a transaction volume of HKD 195 million [5]. Group 2: Strategic Partnership - The collaboration between Zhipu and Didi will focus on the practical implementation of agent scenarios and the development of reasoning capabilities in transportation contexts [5]. - The partnership aims to validate and implement agents in more complex business scenarios [5]. Group 3: Company Background - Zhipu is recognized as one of the earliest companies in China to engage in large model research and development, having introduced the autoregressive fill-in-the-blank pre-training paradigm GLM [5]. - The company has launched several significant models, including China's first hundred-billion model, the first open-source trillion model, the first dialogue model, the first multimodal model, and the world's first device-controlling intelligent agent [5]. - Zhipu is noted for maintaining a comprehensive model system that aligns with global top-tier standards, earning it the title of "China's OpenAI" [5].

每经AI快讯，1月12日，港股人工智能概念股走强。截至发稿，智谱(02513.HK)涨14.94%、微盟集团 (02556.HK)涨5.97%、第四范式(06682.HK)涨4.17%。 （文章来源：每日经济新闻） ...

Core Viewpoint - Zhizhu (02513) opened nearly 15% higher and is currently up 14.94%, trading at HKD 182.3, with a transaction volume of HKD 17.3 million, reflecting an increase of nearly 60% from the IPO price of HKD 116.2 [1] Group 1: Strategic Cooperation - Zhizhu has announced a strategic partnership with Didi to explore key technologies in General Artificial Intelligence (AGI) and their applications in the transportation sector [1] - The collaboration aims to advance the implementation of Agent scenarios and talent development in large model fields, enhancing intent alignment and reasoning capabilities in transportation contexts [1] - The partnership will focus on validating and implementing Agents in more complex business scenarios [1] Group 2: Company Background - Zhizhu is one of the earliest companies in China to engage in large model research and development, having pioneered the autoregressive fill-in-the-blank pre-training paradigm GLM [1] - The company has released several significant models, including China's first hundred-billion model, the first open-source trillion model, the first dialogue model, the first multimodal model, and the world's first device control Agent, establishing a comprehensive model system [1] - Zhizhu is recognized for maintaining a cutting-edge position in original technology, comparable to global leaders, earning it the title of "China's OpenAI" [1]