智谱今日盘中大涨5.40%，引起了市场的广泛关注。
消息面上，AI大模型行业持续受到市场关注。近期有市场消息显示，AI公司阶跃星辰正考虑于港交所IPO，计划募资约5亿美元，最早可能在2026年上市。这一消息提振了整个AI板块的投资情绪。同时，作为智谱的同业公司，MiniMax于3月3日披露了最新财报，显示其2025年总收入同比增长158.9%，受此影响其股价当日收涨9.1%。同业公司的积极表现对智谱的股价形成了直接的带动效应。
智谱作为港股“大模型第一股”，其商业模式以MaaS（模型即服务）为主，客户涵盖中国主要互联网公司。在AI行业竞争日益激烈的背景下，市场对头部公司的长期发展前景保持乐观，这为股价提供了支撑。
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