Core Viewpoint - The article highlights the rapid rise of AI companies, particularly Zhizhu, which has seen its stock price surge over 70% recently, reaching a market value of over 170 billion HKD, three times its IPO valuation, driven by the launch of its new model GLM-5 [2][3][4]. Company Overview - Zhizhu was founded in 2019 to maximize the value of research outcomes from Tsinghua University's KEG Lab, with key figures including Chief Scientist Tang Jie and CEO Zhang Peng [4][5]. - The company went public in January 2023, becoming the "first stock of global large models," with an initial market value exceeding 500 billion HKD [4][5]. Employee Wealth Creation - Approximately 51.2% of Zhizhu's 883 employees hold shares, leading to the creation of over 400 millionaires among its staff [5][6]. - The employee stock ownership platforms, Huihui and Zhizheng, were established in 2021, with significant equity held by employees, resulting in substantial personal wealth as the company's market value soared [5][6]. Market Dynamics - The surge in Zhizhu's stock is attributed to the anticipation surrounding its new model GLM-5, which is positioned to excel in programming and agent tasks, marking a shift in the AI landscape [6][8]. - The article also references the success of other AI companies in Haidian, such as Moer Technology, which became the "first domestic GPU stock" with a market value exceeding 300 billion HKD shortly after its IPO [9][10]. Haidian's AI Ecosystem - Haidian is portrayed as a hub for AI innovation, housing over 1,900 core AI companies and contributing significantly to Beijing's GDP, with a projected AI market size of 360 billion RMB by 2025 [13][14]. - The region has a robust ecosystem supported by top universities and research institutions, fostering a complete chain from basic research to talent cultivation and commercialization [13][14]. Investment and Growth - The article notes significant investments in Haidian's AI sector, including a recent 3 billion USD funding round for Galaxy General, indicating strong investor confidence [11][12]. - The local government has also been proactive in supporting AI enterprises through funding initiatives, creating a favorable environment for innovation and growth [15][16].
海淀,又诞生一波千万富豪
投资界·2026-02-12 03:50