Group 1 - The core stock of large models, Zhiyu, saw a significant increase of over 26% in early trading, closing at 387.6 HKD, with a current rise of 24.07% [1] - Zhiyu announced a structural adjustment to the pricing system of its GLM Coding Plan, with an overall price increase of over 30% due to strong market demand and rapid growth in user scale and usage [1] - The price adjustment will take effect on February 12, 2026, and will include the cancellation of first-purchase discounts while retaining quarterly and annual subscription discounts [1] Group 2 - Zhiyu officially released its next-generation base model, GLM-5, which is considered the strongest open-source model in the era of intelligent engineering, marking a transition from "writing code snippets" to "completing system engineering" [6] - Other major tech companies, including ByteDance and Alibaba, are also advancing new model upgrades, with ByteDance recently launching the AI video generation model Seedance 2.0 and Alibaba planning to release its flagship AI model Qwen 3.5 [6] - The recent surge in model upgrades and the continuous launch of various AI applications are increasing the investment value of AI companies, attracting more attention from investors [6]
“春节档”AI又出王炸！智谱大涨26%，GLM Coding Plan涨价超30%，发布新一代旗舰模型GLM-5