Group 1 - The core viewpoint of the article highlights the strong performance of domestic large model concept stocks, particularly Zhiyu (02513) and MINIMAX-WP (00100), which have seen significant price increases of 6.21% and 6.6% respectively [1] - The launch of the anonymous model "Pony Alpha" by OpenRouter on February 6 has garnered attention due to its advanced coding capabilities and optimization for intelligent workflows, leading to speculation that it is a precursor to Zhiyu's upcoming GLM-5 model [1] - Zhiyu's Chief Scientist, Tang Jie, indicated in an internal letter on January 8 that a new generation model, GLM-5, is set to be released soon, with a confirmation of this on February 2 via social media [1] Group 2 - Guolian Minsheng Securities published a report stating that large models are evolving from "chat tools" to "autonomous employees" in the Agent era, suggesting that companies with core algorithms and industry interfaces will benefit significantly from the trend towards intelligent automation [1] - The report recommends focusing on the recently listed "large model twins," MiniMax-WP and Zhiyu, as they represent the "brain" of the native Agent ecosystem, indicating their high scarcity and potential for growth [1]
港股异动 | 神秘模型Pony Alpha引爆市场预期 智谱(02513)盘中涨超15% MINIMAX-WP(00100)涨超6%