Core Viewpoint - The stock of Zhiyun (02513) has surged over 70% this week, with a current price of 340 HKD and a trading volume of 292 million HKD, driven by the anticipation of the upcoming GLM-5 model release [1] Group 1: Company Developments - Zhiyun is advancing a confidential project related to a new model, codenamed "Pony Alpha," which is linked to the upcoming GLM-5 model [1] - The Chief Scientist of Zhiyun, Tang Jie, confirmed that the company will soon release the GLM-5 model [1] Group 2: Market Position and Growth Potential - Zhiyun is recognized as a leading provider of large model services in China, with a self-developed GLM base model at its core [1] - The company has established a comprehensive model matrix that includes multi-modal, Agent, and Coding services, offering API services, localized deployment, and industry solutions to enterprise clients [1] - Guangfa Securities has projected that Zhiyun's revenue will maintain rapid growth from 2025 to 2027, with scale effects gradually becoming apparent, indicating strong long-term profitability certainty [1]
智谱再涨超10% GLM-5新模型发布在即 智谱本周累计涨幅已超七成