Intelligent agents and embodied intelligence are essential pathways to achieving Artificial General Intelligence (AGI)! Today (February 13), Hong Kong-listed Zhigu experienced a rapid surge at the market open, rising over 20% and hitting a new record high. Over the past five trading sessions, the stock's maximum gain has reached 142%. In the early hours of February 12, Zhigu released its new-generation model, GLM-5. The globally popular mysterious model "Pony Alpha" was unveiled. Industry experts describe this as another blockbuster in the domestic AI large model arena during the Spring Festival period, following DeepSeek. The integration of intelligent agents and embodied intelligence is not only a necessary route to AGI but also a critical step for unlocking the market potential of embodied intelligence. Recently, robotics has also been gaining momentum. When discussing the embodied intelligence sector, Wang Xingxing, founder of Yushu Technology, stated that future hype could be 1000 times greater than it is today, far surpassing the mobile internet era.

The intelligent agent sector is experiencing a full-blown breakout. In early trading today, Zhigu's stock quickly surged over 20%, reaching a high of HKD 492 per share, setting a new record since its listing. Compared to last Friday's (February 6) closing price of HKD 203.2, the stock has accumulated a 142% gain over the past week. Recent news indicates that Coding Plan's monthly, quarterly, and annual subscription packages have all sold out. However, the true catalyst for Zhigu's surge is its large model. The company recently officially launched its new flagship model, GLM-5, which focuses on programming and intelligent agent capabilities. Officially, it claims to have achieved top-tier performance in the open-source domain. GLM-5's parameter scale has expanded from 355B in the previous generation to 744B, with activated parameters increasing from 32B to 40B. Zhigu also confirmed that the mysterious model "Pony Alpha," which recently topped the popularity chart on the global model service platform OpenRouter, is indeed GLM-5.

In terms of scale, the global AI intelligent agent market is expanding rapidly. On February 5, the open-source AI intelligent agent project OpenClaw surpassed 160,000 stars on GitHub, becoming one of the fastest-growing open-source projects. This marks a key transition for AI Agent technology from conversational intelligence to executive intelligence capable of "getting things done." A Galaxy Securities research report indicates an expected compound annual growth rate of 5.5% from 2023 to 2033, with chatbots dominating the market. Healthcare, finance, and retail are the most widely applied industries.

The evolution of intelligent agents is set to provide significant support for the development of embodied intelligence. The integration of the two enables machines to possess powerful language and reasoning capabilities (from large models) while also allowing them to observe, learn, adapt, and act in the physical world like humans. Wang Xingxing, Founder and CEO of Yushu Technology, stated, "Currently, the biggest driving factor or uncertainty behind the robotics industry or the embodied intelligence industry is largely dominated by AI, but the growth curve may become increasingly steep. If there is a breakthrough in truly large-scale applied embodied intelligence AI models and robotics technology in the coming years, the hype at that time could be at least 100 times, even 1000 times greater than it is now. And this level of excitement, I believe, will far surpass that of the mobile internet era. Therefore, I think the current stage is definitely not the peak; we might still be in a plateau phase during the climb."

According to reports, data from the robot rental platform Qingtian Zu shows that as of February 12, the platform had accumulated over 1000 orders covering the Spring Festival holiday. Based on comprehensive booking calculations, the total order volume for Qingtian Zu during the entire Spring Festival period is expected to exceed 5000 orders, with the platform's overall GMV (Gross Merchandise Volume) projected to increase by approximately 80% month-over-month. On February 13, Qingtian Zu simultaneously launched its national city partner strategy, initiating recruitment for national city partners and officially announcing the first City Partner Strategy Launch Event to be held in Shanghai in March.

Additionally, according to iiMedia Research, as the Year of the Horse Spring Festival Gala approaches, the stage has become a "highlight testing ground" for China's embodied intelligence technology. A series of tech feasts are taking turns to appear, playing a prelude to the intelligent Spring Festival. On February 8, the world's first large-scale robot evening gala, "Robot Wonder Night," hosted by Shanghai Zhiyuan Robot, debuted as scheduled. This special performance, which had no live human audience, was not only live-streamed to multiple countries and regions including the Americas, the Middle East, and Thailand but was also affectionately called the "Robot Spring Festival Gala" by netizens. The perfect collision of technology and art added a unique intelligent flavor to the Year of the Horse Spring Festival celebrations.