3. Kakao与 【东北计算机】202602012 【存储巨头铠侠全年利润指引高出共识60%，Q3净利润878.1亿日元】 1. 工信部公开征求《人工智能赋能应用钢板钢带轧制过程数据治理技术要求》等40项行业标准报批意见公示。 （来源：工信部） 2. 联想集团第三财季营收1575亿元创新高 人工智能相关营收占比提升至32%。 【东北计算机】202602012 【存储巨头铠侠全年利润指引高出共识60%，Q3净利润878.1亿日元】 1. 工信部公开征求《人工智能赋能应用钢板钢带轧制过程数据治理技术要求》等40项行业标准报批意见公示。 （来源：工信部） 2. 联想集团第三财季营收1575亿元创新高 人工智能相关营收占比提升至32%。 （来源：证券时报网） （来源：证券时报网） 3. Kakao与谷歌达成人工智能领域战略合作。 （来源：第一财经） 4. 三星宣称在向英伟达供货AI存储芯片竞赛中抢占先机。 （来源：环球市场播报） 5. AI应用软件股Fastly美股盘前涨逾38%。 （来源：Wind） 6. 淘宝闪购：来自千问的订单近半数在县城 超百万老人因AI首次下单。 （来源：亿邦动力） 7. 存储巨头铠侠全年 ...

Summary of Conference Call Notes Industry Overview - The focus is on the global large model manufacturers, particularly in the fields of Coding and Agent capabilities, indicating a significant surge in demand and development within this sector [1] Core Insights and Arguments - The explosion of Agent technology is confirmed as a major trend for the year, with an inevitable increase in both token consumption and pricing [1] - The concept of "computing power inflation" is highlighted as a central theme for the year, suggesting that the demand for computational resources will continue to rise [1] - Continuous non-linear growth in token consumption is anticipated, indicating a robust market outlook for this segment [1] Key Components of Computing Power Inflation - The following areas are identified as critical components contributing to computing power inflation: - GPU (Graphics Processing Unit) - Storage - CPU (Central Processing Unit) - Networking - AI Infrastructure (notable companies include Wangsu Science & Technology, Deepin Technology, Yuke Technology, Kingsoft Cloud, Capital Online, and Qingyun Technology) [1] Model Manufacturers - Key players in the model manufacturing space are mentioned, including: - Zhipu AI - Minimax - iFlytek [1] This summary encapsulates the essential points from the conference call, focusing on the industry dynamics, core insights, and significant players involved in the large model manufacturing sector.

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 智谱（02513）早盘涨超20%，本周累计涨幅已近140%。截至发稿，股价上涨20.15%，报483港元，成 交额8.03亿港元。 2月12日，智谱AI正式上线并开源其新一代旗舰模型GLM-5。智谱官方确认，这个新模型正是此前在全 球模型服务平台OpenRouter登顶热度榜首、引发圈内疯狂猜测的神秘模型"Pony Alpha"。 值得注意的是，智谱于2月12日发布GLM Coding Plan价格调整函，因市场需求增长，用户规模与调用量 提升，公司加大算力与模型优化投入，产品能力持续升级；公司决定对套餐价格体系进行结构性调整， 取消首购优惠，保留按季按年订阅优惠，套餐价格整体涨幅自30%起，已订阅用户价格保持不变。智谱 官方GLM Coding Plan上线即售罄。国产AI编程模型的付费套餐被抢空，在行业中较为罕见。 责任编辑：卢昱君 智谱（02513）早盘涨超20%，本周累计涨幅已近140%。截至发稿，股价上涨20.15%，报483港元，成 交额8.03亿港元。 2月12日， ...

消息面上，2月12日，智谱AI正式上线并开源其新一代旗舰模型GLM-5。智谱官方确认，这个新模型正 是此前在全球模型服务平台OpenRouter登顶热度榜首、引发圈内疯狂猜测的神秘模型"Pony Alpha"。 值得注意的是，智谱于2月12日发布GLM Coding Plan价格调整函，因市场需求增长，用户规模与调用量 提升，公司加大算力与模型优化投入，产品能力持续升级；公司决定对套餐价格体系进行结构性调整， 取消首购优惠，保留按季按年订阅优惠，套餐价格整体涨幅自30%起，已订阅用户价格保持不变。智谱 官方GLM Coding Plan上线即售罄。国产AI编程模型的付费套餐被抢空，在行业中较为罕见。 智谱(02513)再涨超20%，本周累计涨幅已近140%。截至发稿，涨15.92%，报466港元，成交额6.23亿港 元。 ...

2026.02. 13 作者 | 一财阿驴 09:44 全市场超3300只个股上涨 09:36 港股智谱盘初快速拉升涨超13%再创上市来新高，此前Coding Plan连续包月、连续包季、连 续包年套餐全部售罄。 09:34 双良节能盘初触及跌停，消息面上，双良节能发布关于海外订单的说明，间接参与相关商业 航天项目，未直接与SpaceX合作。此外，上交所决定对双良节能系统股份有限公司及时任董事会秘 书杨力康予以监管警示。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | | F9 盘前盘后 叠加 九转 画线 工具 @ 2 >> | | | | | | | 双良节能 ① 立即 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 11.78 | | | 600481[双良节能] 09:34 价 9.64 涨跌 -1.07(-9.99%) 均价 9.90 成交量 6.41万 成交金额 6187万 | | | | 202 ...

Core Viewpoint - The stock of Zhiyu (02513) has surged over 20%, with a cumulative increase of nearly 140% this week, reaching 466 HKD with a trading volume of 623 million HKD [1] Group 1: Product Launch and Market Response - On February 12, Zhiyu AI officially launched and open-sourced its new flagship model GLM-5, which is the model previously known as "Pony Alpha" that topped the global model service platform OpenRouter [1] - The GLM Coding Plan price adjustment was announced on February 12, with a structural adjustment to the pricing system due to increased market demand, user scale, and call volume [1] - The overall price increase for the subscription packages starts from 30%, while prices for existing subscribers remain unchanged [1] Group 2: Market Performance and Demand - The GLM Coding Plan was sold out immediately upon launch, indicating a strong demand for domestic AI programming models, which is relatively rare in the industry [1]

每经AI快讯，2月13日，港股智谱盘初快速拉升，涨超20%，股价再创新高。 ...

智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产ai编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产ai编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产a编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产a编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 ...

Core Insights - The article discusses the significant impact of Feng Ji, the founder of Game Science and producer of "Black Myth: Wukong," on the narrative of China's AI development through his social media posts [4][34] - Feng Ji's evaluations of DeepSeek R1 and ByteDance's Seedance 2.0 mark pivotal moments in the evolution of China's AI landscape, highlighting the transition from mere technological competition to a more mature stage of innovation and application [4][34] Group 1: Key Events and Evaluations - On January 26, 2025, Feng Ji praised DeepSeek R1 as a "national fortune-level technological achievement," emphasizing its accessibility and affordability [5][6] - He articulated the value of DeepSeek across six dimensions: powerful, cheap, open-source, free, connected, and local [5] - On February 9, 2026, he described Seedance 2.0 as "the strongest on Earth," declaring the end of the "childhood era" of AIGC, indicating a shift towards commercial viability and productivity [13][34] Group 2: Impact on AI Perception - Feng Ji's commentary helped demystify AI technologies, making them relatable to the general public by framing them as tools for everyday use [8][36] - His insights coincided with critical moments in the AI sector, where confidence in Chinese models was essential for their acceptance and integration into daily life [9][34] Group 3: Technological Advancements - DeepSeek's introduction challenged the notion that developing powerful models requires exorbitant resources, demonstrating that algorithmic innovation can significantly reduce costs [16][17] - Seedance 2.0 represents a breakthrough in video generation, showcasing China's capability to compete in this challenging domain [18][19] Group 4: Market Dynamics and Global Competition - The article highlights a shift in the AI landscape, where smaller companies can now compete alongside industry giants due to reduced barriers to entry and innovative algorithms [32][33] - The global attention on Chinese AI advancements, as evidenced by Elon Musk's comments on Seedance 2.0, indicates a growing recognition of China's role in the international tech arena [27][28] Group 5: Cultural and Societal Integration - The 2026 Spring Festival saw a surge in AI tool usage for traditional activities, indicating a cultural shift towards integrating AI into everyday life [22][24] - This trend reflects a broader democratization of technology, where AI tools are accessible to a wider demographic, including older generations in smaller cities [25][24]

本文源自：金融界AI电报 港股智谱盘初快速拉升涨超13%再创上市来新高，此前Coding Plan连续包月、连续包季、连续包年套餐 全部售罄。 ...