Core Viewpoint - The domestic large model concept stocks continue to show strong performance, with notable increases in share prices for companies like Zhiyu (02513) and MINIMAX-WP (00100) following the launch of a new model by OpenRouter, which is speculated to be a precursor to Zhiyu's upcoming GLM-5 model [1] Group 1: Company Performance - Zhiyu (02513) shares rose by 6.21%, reaching 294 HKD [1] - MINIMAX-WP (00100) shares increased by 6.6%, reaching 549 HKD [1] Group 2: Industry Developments - OpenRouter launched an anonymous model named "Pony Alpha" on February 6, which has garnered attention for its strong coding capabilities and optimization for intelligent workflows [1] - The model is speculated to be a preview of Zhiyu's upcoming GLM-5, which was hinted at by Zhiyu's chief scientist, Tang Jie, in an internal communication on January 8 [1] - Tang Jie confirmed on February 2 via social media that Zhiyu will soon release GLM-5 [1] Group 3: Market Insights - Guolian Minsheng Securities published a report indicating that large models are evolving from "chat tools" to "autonomous employees" in the Agent era [1] - Companies that master core algorithms and industry interfaces are expected to benefit significantly from the intelligence-driven market [1] - The report recommends focusing on the recently listed "large model twins," MiniMax-WP and Zhiyu, as they represent a highly scarce resource in the native Agent ecosystem [1]
神秘模型Pony Alpha引爆市场预期 智谱盘中涨超15% MINIMAX-WP涨超6%