智通财经APP获悉，智谱(02513)再涨超6%。消息面上，智谱近日举办面向分析师和投资人的电话交流会，管理层在会上透露几个关键信息。其中包括：算力供给短期内不再是收入增长的主要约束；云服务商收入分成合作取得突破；Co-work商业化进展快于预期，在GLM-5.3发布后1个月内，Co-work行业订单金额已超10亿元人民币；同时，智谱年末ARR（年度经常性收入）指引由24亿美元上调至30亿美元，上调幅度25%。
今年智谱持续扩充算力，并通过All-in-infra以及收购中科加禾等方式提升算力使用效率。9月11日完成50亿美元再融资后，智谱再次扩大算力布局。公司认为，此次扩容后算力规模已经能够支撑业务高速增长和更大规模模型持续研发。大摩认为公司算力瓶颈缓解有望打开下一阶段增长。
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