Core Viewpoint - The launch of the anonymous model "Pony Alpha" by OpenRouter has garnered significant attention, indicating advancements in AI model development and potential investment opportunities in the tech sector [1]. Group 1: Model Development - OpenRouter has introduced "Pony Alpha," which is described as a specialized evolution of a popular open-source model from a global laboratory [1]. - There is speculation that Pony Alpha may be related to either DeepSeek-V4 or the upcoming GLM-5 model from Zhipu [1]. Group 2: Market Performance - Zhipu (2513.HK) has seen its stock price reach a new high, with its market capitalization exceeding HKD 150 billion, nearly three times its IPO valuation [2]. - The ongoing development of a confidential project related to the GLM-5 model suggests that Zhipu is actively innovating in the AI space, which may further influence its market performance [2].
知情人士：神秘模型是智谱即将发布的GLM-5
第一财经·2026-02-10 09:18