智谱午后涨幅扩大逾12% 机构指多元大模型矩阵深筑护城河

Core Viewpoint - The stock of Zhiyu (02513) surged over 12%, reaching HKD 215, driven by a significant increase in users for its programming subscription service following the launch of its flagship model GLM-4.7, prompting the company to implement a sales limit on the service [1] Group 1: Company Developments - Zhiyu's programming subscription service user base has seen a dramatic increase, necessitating an urgent sales limit [1] - The multi-modal image generation model GLM-Image, co-developed with Huawei, achieved the top position on the Hugging Face Trending chart within 24 hours of its open-source release [1] Group 2: Industry Insights - Citic Securities highlighted Zhiyu as a leading AI enterprise in China, emphasizing its diverse model matrix as a competitive advantage [1] - The company possesses strong R&D capabilities, enabling it to continuously launch high-performance AI models to meet diverse market demands [1] - Zhiyu has established a comprehensive ecosystem through close collaboration with developers, infrastructure providers, and industry partners, enhancing its market competitiveness [1] - The flexible deployment options and customized services offered by Zhiyu allow for quick responses to customer needs, improving customer satisfaction [1]