2月11日，智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成
消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。
广发证券此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型矩阵，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。
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