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　　智谱（02513）盘中涨超10%，截至发稿，股价上涨6.74%，现报1250港元，成交额46.33亿港元。

　　近日，摩根大通发布研报称，在月之暗面发布Kimi K3后，维持对智谱（02513）的“增持”评级，将智谱的股票叙事从“持续的国产模型领导者”转变为“中国前沿AI实验室之一”。不过，该行对ARR预测的调整有限：智谱GLM-5.2目前仍位于中国顶级前沿模型之列，同时GLM-5.3以及全新2T+旗舰模型预计在未来几个月发布。因此，该行仍预期智谱将在下一轮模型周期中保持国内领先地位，这足以在当前算力受限市场中支撑ARR持续扩张。在近期估值下调后，该行认为市场已在很大程度上反映较低的估值倍数，对智谱的商业化轨迹过度悲观。

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