此外，智谱今日发布GLM Coding Plan价格调整函称，近期，GLM Coding Plan市场需求持续强劲增长， 用户规模与调用量快速提升。为保障高负载下的稳定性与服务质量，公司同步加大算力与模型优化投 入，产品能力持续升级。基于实际使用情况与资源投入变化，公司决定对GLM Coding Plan套餐价格体 系进行结构性调整。调整内容如下：取消首购优惠，保留按季按年订阅优惠；套餐价格进行结构性调 整，整体涨幅自30%起；已订阅用户价格保持不变。生效时间为2026年2月12日。 消息面上，2月11日， 智谱正式推出新一代旗舰模型GLM-5，主攻编程与智能体能力，官方称已实现开 源领域最优表现。据悉，GLM-5参数规模由上一代的355B扩展至744B，激活参数从32B提升至40B。智 谱方面证实，此前在全球模型服务平台OpenRouter登顶热度榜首的神秘模型"Pony Alpha"即为GLM-5。 内部评估显示，GLM-5在前端、后端、长程任务等编程开发场景中，平均性能较上一代提升超20%，真 实编程体验逼近Claude Opus 4.5水平。该模型已上线chat.z.ai平台。 智通财经APP获悉，智 ...

行政總裁 Brittany Kaiser、策略顧問 Anthony Scaramucci 及 Midnight Foundation 主席 Fahmi Syed 將展示 AlphaTON 於大規模保護私隱人工智能上的先導優勢香港, Feb. 12, 2026 (GLOBE NEWSWIRE) -- 全球頂尖的上市科技公司 AlphaTON Capital Corp. (Nasdaq: ATON) 正致力擴展 Telegram 超級應用程式，面向逾 10 億每月活躍用戶的龐大市場。該公司今日宣佈，將於 2026 年 2 月 11 日（星期三）及 12 日（星期四）在香港會議展覽中心舉行的亞洲頂級 Web3 活動 Consensus 香港大會上，展開完整的公開及非公開行程。 AlphaTON 是次參與將重點展示公司策略：建構並部署支援去中心化人工智能 (AI) 及私隱保護技術的基礎設施層。此關鍵骨幹將為 Telegram 全球十億用戶生態系統中的新一代金融、商業及人工智能驅動服務提供動力。 Consensus 香港大會的公開環節 「機構進軍：深入解構全球金融的急速數碼蛻變」(Institutions Are He ...

Core Insights - The anonymous model "Pony Alpha" has gained significant attention in the overseas developer community and is identified as a test version of Zhipu GLM-5 [1] - Official data indicates that GLM-5 achieved the highest scores among open-source models, with scores of 77.8 in SWE-bench-Verified and 56.2 in Terminal Bench 2.0 [1]

马斯克不仅要在软件层面通过"Macrohard"项目实现全自动化办公以挑战微软，更在硬件层面规划了月 球制造基地，试图通过"天基算力"解决AI能耗瓶颈。 当地时间周二晚间，xAI罕见地在X平台上公开了一段长达45分钟的全员会议视频。马斯克在会上正式 确立了公司新的四大业务支柱，并详细阐述了名为"Macrohard"的项目愿景。此次会议不仅确认了公司 在与SpaceX合并后的组织架构剧变，更披露了详细的产品路线图及财务里程碑。 此外，联合创始人Guodong Zhang的职权得到显著提升，他不仅领导代码和图像生成功能的团队，还负 责监管社交媒体服务X的领导团队。另一位联合创始人Manuel Kroiss则与Zhang共同领导代码团队。 月球工厂与电磁弹射：星际算力野心 这四个团队分别是： 其中，"Macrohard"项目尤为引人关注。该项目名称显然是针对微软（Microsoft）的文字游戏（Macro对 Micro，Hard对Soft），由联合创始人Toby Pohlen领导。马斯克将该项目描述为"数字人类模拟"，其核 心目标是让AI能够"做任何人类使用计算机能做的事情"。其野心在于彻底的白领工作自动化。项目负 ...

Core Insights - The new AI video generation model Seedance 2.0 by ByteDance has gained significant global attention due to its advanced multi-modal creative capabilities and built-in cinematography effects, allowing users to create high-quality videos with minimal effort and cost [3][18] - The model's ability to generate coherent multi-scene narratives from a single instruction marks a significant advancement in AI video technology, reducing the barriers and costs associated with professional video production [3][18] Group 1: Model Features and Capabilities - Seedance 2.0 utilizes a dual-branch diffusion transformer architecture, enabling users to produce multi-shot video content with complete original soundtracks by simply inputting text prompts or uploading reference images [3][18] - The model's groundbreaking "single instruction generates coherent multi-scene" capability allows for automatic narrative logic parsing, resulting in a seamless sequence of shots that maintain high consistency in characters, lighting, style, and atmosphere [3][18] Group 2: Industry Reactions - Several American directors have expressed their astonishment at Seedance 2.0's capabilities, with one director stating he created a movie trailer in just 20 minutes for $60, suggesting it could disrupt Hollywood [4][19] - The reactions from industry professionals highlight a growing sentiment that traditional filmmaking may be threatened by such AI advancements, with comments indicating a preference for AI-generated content over conventional productions [4][21] Group 3: Market Impact and Opportunities - The rapid rise of Seedance 2.0 has sparked a wave of interest among overseas users, with reports of individuals earning significant income by selling access to the platform, indicating a burgeoning market for AI-generated content [27][29] - The competitive landscape for AI video generation is intensifying, with Seedance 2.0 positioned as a key player in the global AI video market, reflecting China's growing influence in AI technology [30]

Core Insights - The competition between Chinese tech giants Alibaba and ByteDance in AI image generation is intensifying, with both companies launching new models aimed at competing with Google's Nano Banana Pro [1][2] - Alibaba's Qwen-Image-2.0 focuses on semantic understanding and practical editing, while ByteDance's Seedream5.0Preview emphasizes image retrieval and fine-tuning capabilities [1][2] Group 1: Model Features - Alibaba's Qwen-Image-2.0 supports 1K tokens for long text input and 2K high resolution, enhancing the ability to render complex instructions and generate professional presentations [2] - The model integrates image generation and editing into a single framework, significantly improving performance compared to previous versions [2] - ByteDance's Seedream5.0Preview offers 2K and 4K resolution outputs, currently available for free trials on its platform [2] Group 2: Industry Applications - AI image generation technology is expanding beyond visual creation to enterprise-level applications, particularly in e-commerce and animation markets [2][4] - The AI animation market is experiencing rapid growth, with AI-generated images being transformed into videos, significantly reducing production costs by up to 90% [4][5] - In e-commerce, AI image generation is becoming a major demand, with applications in product detail pages and model outfit displays, enhancing efficiency for sellers [6] Group 3: Challenges and Limitations - Current AI image generation models face challenges in maintaining text detail and image consistency, primarily due to the limitations of the Variational Autoencoder (VAE) technology used [3] - The reliance on AI's understanding and reasoning capabilities in the animation sector raises concerns about the quality of generated content, particularly in style consistency and emotional expression in voiceovers [5]

在衡量模型经营能力的Vending Bench2上，GLM-5取得开源模型第一的表现。Vending-Bench2要求GLM- 5在一年期内经营一个模拟的自动售货机业务，并尽可能多地在年底积攒银行账户余额。GLM-5目前的 账户余额达到4432美元，经营表现接近Claude Opus4.5，展现出优秀的长期规划与资源管理能力。 算力支撑方面，GLM-5已完成与华为昇腾、摩尔线程、寒武纪、昆仑芯、平头哥、沐曦等国产算力平 台的深度推理适配，通过算子优化与硬件加速，实现高吞吐、低延迟稳定运行，为线上服务提供坚实保 障。生态方面，开发者已利用其能力端到端地开发出可部署上线的应用。通过与OpenClaw等平台结 合，GLM-5能化身为7x24小时的智能助手，处理搜索、整理、编程等各类任务。 智谱(02513)新一代旗舰大模型GLM-5不仅在性能上领先，更具备端到端完成大型工程任务的能力，堪 称开源SOTA级"系统架构师"，同时已实现全栈国产芯片适配。 GLM-5面向生产级落地设计，可在极少人工干预下，自主完成Agentic长程规划执行、后端重构、深度 调试等系统工程任务。内部评估显示，其在前端、后端、长程编程任务上大 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is positioned as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for electricity as AI technologies expand [4][5] Market Position - The company is noted for its unique capabilities in executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, oil, gas, and renewable fuels [7][8] - It is described as being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization, providing a strong financial foundation [8][10] Strategic Advantages - The company has a substantial equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector without the associated premium costs [9][10] - Wall Street is beginning to take notice of this company due to its undervalued status and its ability to capitalize on the growing demand for energy in the AI landscape [8][10] Future Outlook - The ongoing trends of AI infrastructure development, onshoring driven by tariffs, and a surge in U.S. LNG exports are expected to create a favorable environment for this company [14] - The influx of talent into the AI sector is anticipated to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting these developments [12][14]

Core Insights - Mistral, a French AI startup, has achieved remarkable growth with an annual recurring revenue (ARR) exceeding $400 million, a 20-fold increase from $20 million a year ago, positioning itself as "Europe's OpenAI" [1][2] - The company plans to surpass $1 billion in ARR by the end of this year, driven by aggressive expansion among large enterprise clients, now exceeding 100 [1][2] - Mistral is investing €1.2 billion to build a new AI data center in Sweden, marking its first facility outside France, aimed at reducing reliance on external infrastructure [1][3] Vertical Integration and Infrastructure Expansion - Mistral is pursuing a vertical integration strategy by constructing and operating its own AI data centers instead of relying solely on major U.S. cloud providers [3] - The new Swedish facility will provide 23MW of computing power and is expected to be operational next year, leveraging low-carbon and relatively inexpensive local energy [4] - This infrastructure investment is projected to generate over €2 billion in revenue over the next five years, providing a predictable business model [4] Geopolitical Drivers of "Sovereign AI" Demand - There is growing concern in Europe regarding over-reliance on U.S. digital services, with over 80% of digital services and infrastructure depending on foreign providers, primarily American companies [5] - Mistral's position as the only homegrown developer of cutting-edge language models in Europe places it in a favorable position to meet the demand for data sovereignty among clients [5] - Current clients include major corporations and various European governments, with approximately 60% of revenue generated from Europe [5] Financial Position and Future Plans - Mistral's CEO indicated that the company does not require an IPO this year due to sufficient debt financing, although it may consider going public in the future to ensure independence [6] - The company is not currently pursuing an IPO, unlike competitors such as OpenAI and Anthropic, which are preparing for public offerings [5][6] Practical Applications and Market Realities - Despite the rapid growth of products like ChatGPT and Claude, Mistral's CEO expressed a pragmatic view of the market, noting that many enterprise clients are disappointed with off-the-shelf chatbot solutions [7] - There is skepticism regarding the notion that a single system can manage all business processes, emphasizing the continued relevance of traditional software companies that hold critical business data [7] - Mistral warns that startups focused solely on creating user interfaces for specific industries may find their strategies less valuable as AI technology evolves [7]

智通财经APP获悉，智谱(02513)新一代旗舰大模型GLM-5 不仅在性能上领先，更具备端到端完成大型 工程任务的能力，堪称开源 SOTA 级 "系统架构师"，同时已实现全栈国产芯片适配。 GLM-5 面向生产级落地设计，可在极少人工干预下，自主完成Agentic长程规划执行、后端重构、深度 调试等系统工程任务。内部评估显示，其在前端、后端、长程编程任务上大幅超越GLM-4.7，真实编程 体验逼近 Claude Opus 4.5。 在衡量模型经营能力的Vending Bench 2上，GLM-5取得开源模型第一的表现。Vending-Bench 2要求 GLM-5在一年期内经营一个模拟的自动售货机业务，并尽可能多地在年底积攒银行账户余额。GLM-5 目前的账户余额达到4432美元，经营表现接近Claude Opus 4.5，展现出优秀的长期规划与资源管理能 力。 算力支撑方面，GLM-5 已完成与华为昇腾、摩尔线程、寒武纪、昆仑芯、平头哥、沐曦等国产算力平 台的深度推理适配，通过算子优化与硬件加速，实现高吞吐、低延迟稳定运行，为线上服务提供坚实保 障。生态方面，开发者已利用其能力端到端地开发出可部署上线的应 ...