中国AI第一股是智谱？谁赞成谁反对

Core Viewpoint - The claim of being "China's AI first stock" by Zhiyun CEO Zhang Peng has sparked debate within the industry, as the company faces significant competition from other players like DeepSeek in technology and lacks the backing of major platforms for application [2][3][5]. Group 1: Competitive Landscape - The competition among large models is fierce, with North American companies like OpenAI, Google, and Anthropic frequently exchanging the title of "state-of-the-art" (SOTA) in various benchmarks [3][4]. - In China, the competition is characterized by a fragmented approach to claiming "firsts," leading to confusion among users regarding the actual capabilities of different models [4]. - DeepSeek is currently recognized as the leading large model provider in China, achieving performance levels comparable to GPT-5 and demonstrating significant advancements in architecture [5][6]. Group 2: Zhiyun's Position - Despite not being the top player in technology or public visibility, Zhiyun holds a strategic position in the industry due to its strong academic background and participation in national AI initiatives [7][9][10]. - Zhiyun generates over 100 million RMB in recurring revenue annually by selling access to AI service creation tools, which is competitive within the domestic market [8]. - The company has a robust academic foundation, having originated from Tsinghua University's Knowledge Engineering Lab, and has been involved in significant AI research since 2019 [9]. Group 3: Strategic Advantages - Zhiyun is a core participant in national AI strategies, contributing to major projects and setting industry standards, which enhances its credibility and market penetration [10]. - The company has demonstrated technological foresight, having developed applications like AutoGLM that anticipate market trends, although early performance may not match that of competitors [12]. - The ability to innovate and lead in theoretical advancements positions Zhiyun favorably, but its success in becoming "China's AI first stock" will depend on overcoming both technological and market challenges [13].