Group 1 - The A-share market saw a collective rise in CPO concept stocks, with Tianfu Communication increasing by over 10%, which in turn boosted various AI ETFs on the ChiNext board, each rising by over 2% [1] - The ChiNext AI ETFs focus on "computing power + AI applications," with major holdings including Xinyiseng (optical modules), Zhongji Xuchuang (optical modules), Tianfu Communication (optical devices), and Runze Technology (IDC/cloud computing) [2] Group 2 - Zhipu AI officially released the new generation base model GLM-5, marking a significant advancement into the era of agent engineering, with expectations to align closely with the Anthropic Opus series [3] - Zhipu announced a structural adjustment to its pricing plan due to increased market demand, with package prices rising by at least 30%, while maintaining prices for existing subscribers [3] Group 3 - ByteDance's Volcano Engine is set to release significant upgrades to its Doubao model on February 14, 2026, including enhancements to the Doubao model 2.0 and the Seedance and Seedream models [4] - The upgrades will improve the foundational model capabilities and enterprise-level agent abilities, with a focus on multi-modal input and high-quality output aligned with industry standards [4] Group 4 - Major US cloud service providers are significantly increasing capital expenditures, with Meta projecting $115 billion to $135 billion for 2026, a year-over-year increase of 73%, primarily for AI infrastructure [5] - Alphabet anticipates capital expenditures of $175 billion to $185 billion, a 97% year-over-year increase, while Amazon expects around $200 billion, a 52% increase [5] Group 5 - Zhongyin International predicts that capital expenditures in the computing power market will continue to drive technological iterations and demand growth, benefiting the computing materials market [6] - CITIC Securities remains optimistic about the future capital expenditure guidance from North American CSPs, indicating strong growth trends in the AI computing power industry chain [6]

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]

每经AI快讯，2月12日，智谱盘中拉升，日内涨超30%。 ...

Group 1 - Some Hong Kong AI application stocks experienced significant gains, with Zhihui rising over 25% [1] - MINIMAX-WP saw an increase of more than 13% [1] - Kingsoft Cloud and SenseTime both rose by over 5% [1]

Core Viewpoint - The stock of Zhiyun (02513) has seen a significant increase of over 26%, currently trading at 388 HKD with a transaction volume of 925 million HKD, following the release of its new flagship model GLM-5 [1] Group 1: Product Launch - Zhiyun officially launched its next-generation flagship model GLM-5 on February 11, achieving state-of-the-art (SOTA) performance in coding and agent capabilities, closely matching the user experience of Claude Opus 4.5 in real programming scenarios [1] - The GLM-5 model is now available on Zhiyun's development platforms, including BigModel.cn, Z.ai, and Zhiyun Qingyan (App/web version), for user experience [1] - Due to computational power limitations, GLM-5 is currently only available in the Max user package, with plans for gradual expansion of access [1] Group 2: Technical Adaptation - The GLM-5 has completed deep reasoning adaptation and operator-level optimization with major domestic chip platforms such as Huawei Ascend, Moore Threads, Cambricon, Kunlun Core, Muxi, Suiruan, and Haiguang, enabling stable operation with high throughput and low latency on domestic computing clusters [1] - This adaptation signifies not just an engineering achievement but also relates to the autonomy and controllability of the AI computing supply chain, providing the conditions for large-scale delivery of open-source Agentic Engineering-level productivity tools [1]

另外，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(日线,前复权) * 3 MA MA5:299.280 ↑ MA9:267.511 ↑ MA19:240.484 1 | | | | 设置均线~ | | | --- | --- | --- | --- | --- | --- | | | 386.200 +23.62% | | 2026/1/8-2026/2/12(26根) ★ | | | | | 400 章章 | | | | 394.600 | | | | 394.600 | | | | | | | | | | 348.183 | | | | | | | 301.767 | | | | | | | 255.350 | | | | | | | 208.933 | | | | | | | 162.517 | | | 116.100 | | | | 116.100 | | | | ...

| < W | 智谱(2513) | | | | | --- | --- | --- | --- | --- | | | 02-12 10:37:40 | | | | | | -82 361.000 额 5.68亿 股本 4.46亿 市盈" " | | | 万得 | | | | | | 20 | | | 48.600 15.56% 换 0.76% 市值 1609亿 市净" -24 | | | | | 分时 | 五日 日K 周K 月K | 中文 | | | | 叠加 | 均价:339.479 | | 图 成交 | | | 363-000- | ·· | | | | | | | | 卖9 363.600 -- (0) | | | | 菜8 363.400 | | | -- (0) | | | | | 卖7 363.200 -- (0) | | | | | | 卖6 363.000 600(6) | | | 312.400 | 0.00% | | 卖5 362.800 2200(3) | | | | | | 卖4 362.600 100(1) | | | | | | 卖3 362.400 1800(3) | | | ...

美國勞工統計局數據顯示，美國 1 月非農業就業總人數增加 13 萬人，遠高於 12 月向下修正後的 4.8 萬增幅，也大大超出市場預期的 7 萬。同時，2025 年非農 就業總增幅由原先的 58.4 萬修正為 18.1 萬，意味著平均每月新增就業僅為 1.5 萬，遠低於之前報告的 4.9 萬。 美國總統特朗普正私下考慮退出美墨加協議(USMCA)，這將對美國與加拿大及 墨西哥的貿易談判帶來更多的不確定性。白宮會員表示，特朗普會為美國人民 致力爭取最佳利益，在任何正式宣布前，有關報道只是毫無根據的猜測。 港股上升。恒指高開 63 點後升幅擴大，曾升 142 點見 27,325 點，全日升 83 點 或 0.3%，收 27,266 點；國指升 25 點或 0.3%，收 9,268 點；恒生科指升 48 點或 0.9%，收 5,499 點。大市全日成交總額 2,172.18 億元。 人民幣兌美元中間價按日上調 20 點，報 6.9438 兌一美元，創 2023 年 5 月 11 日 以來新高。人民銀行 11 日在公開市場開展 785 億元人民幣七天期逆回購操作， 操作利率持平於 1.4%；開展 4,000 億元 1 ...

Core Viewpoint - The stock of Zhiyu (02513) has seen a significant increase, with a rise of over 26%, currently trading at 388 HKD and a transaction volume of 925 million HKD, following the release of its new flagship model GLM-5 [1] Group 1: Product Launch - Zhiyu officially launched its next-generation flagship model GLM-5 on February 11, achieving state-of-the-art (SOTA) performance in coding and agent capabilities, closely approaching the user experience of Claude Opus 4.5 in real programming scenarios [1] - The GLM-5 model is now available on Zhiyu's development platforms BigModel.cn, Z.ai, and Zhiyu Qingyan (App/web version) for user experience [1] - Currently, due to computational power limitations, GLM-5 is only included in the Max user package, with plans to gradually expand access [1] Group 2: Technical Adaptation - The newly released GLM-5 has completed deep reasoning adaptation and operator-level optimization with major domestic chip platforms such as Huawei Ascend, Moore Threads, Cambricon, Kunlun Core, Muxi, Suiruan, and Haiguang, enabling stable operation with high throughput and low latency on domestic computing clusters [1] - This adaptation signifies more than just engineering compatibility; it is crucial for the autonomy and controllability of the AI computing power supply chain, providing the conditions for large-scale delivery of open-source Agentic Engineering-level productivity tools [1]

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 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 港股大模型概念股智谱涨幅扩大至26%，触及396港元，再度刷新上市来新高。 | 02513 智谱 | | | | --- | --- | --- | | 391.000↑+78.600 +25.16% | | 交易中 02/12 10:56 | | * 分 日 日 ♥ 白 中 白 中 中 中 中 中 中 中 中 中 六 2 | | ● 快捷交易 | | 最高价 396.000 | 开盘价 339.800 | 成交量 256.62万 | | 最低价 318.800 | 昨收价 312.400 | 成交额 9.07亿 | | 平均价 353.588 | 市盈率TTM 亏损 | 总市值 1743.25亿(m) | | 振 幅 24.71% | 市盈率(静) 亏损 | 总股本 4.46亿 | | 换手率 1.16% | 市净率 -25.868 | 流通值 865.34亿 | | 52周景高 396,000 | 委 比 87.10% | 流通股 2.21亿 | | 52周景低 11 ...