2月9日，智谱午后涨幅扩大逾30%，截至发稿，涨28.94%，报262港元，成交额6.8亿港元。
消息面上，据智谱官方公众号2月4日消息，混合思考模型GLM-4.7-Flash发布两周，在Hugging Face的下载量突破了100万。此外，Open Router平台上线搜索排名第一的神秘匿名模型Pony Alpha引发热议，分析猜测该模型可能是DeepSeek-V4、智谱GLM新模型等。
广发证券发布研报称，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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.