智谱(02513.HK)今日盘中大幅上涨14.97%，引发市场广泛关注。
消息面上，中金公司发布研报称，恒生指数公司将于2026年8月21日公布恒生系列指数调整结果，智谱(02513.HK)位列潜在纳入恒生指数候选名单前列，有望被纳入恒指。纳入恒指将吸引被动资金配置，市场对此预期积极。此外，智谱宣布面向开发者群体的付费订阅服务GLM Coding Plan正式开放订阅，此前因AI Coding需求爆发曾阶段性限制订阅名额。同时，公司已落地1GW级国产AI算力数据中心建设，全部采用国产AI芯片，持续投入算力基础设施建设，进一步增强了市场对公司长期增长潜力的信心。
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