彻底爆发！5天暴拉142%！王兴兴重大预判：热度将高1000倍！

券商中国02-13

智能体和具身智能是通向通用人工智能（AGI）的必经之路！　　今日（2月13日），港股智谱盘初快速拉升，涨超20%，股价再创新高。过去5个交易日，该股最大涨幅达142%。2月12日凌晨，智谱发布新一代模型GLM-5。火遍全球的神秘模型“Pony Alpha”揭开面纱。业界称，这是继DeepSeek后，国产AI大模型春节档的又一爆款。　　智能体与具身智能的融合，是AGI的必经之路，也是打开具身智能市场...

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\"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC"},"translate_title":"Completely exploded! Pull 142% in 5 days! Wang Xingxing's major prediction: the heat will be 1,000 times higher!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TUYA":1.57,"02391":1.57,"EH":1.61,"HMTD.SI":0.6,"METmain":0.6},"content_text":"智能体和具身智能是通向通用人工智能（AGI）的必经之路！　　今日（2月13日），港股智谱盘初快速拉升，涨超20%，股价再创新高。过去5个交易日，该股最大涨幅达142%。2月12日凌晨，智谱发布新一代模型GLM-5。火遍全球的神秘模型“Pony Alpha”揭开面纱。业界称，这是继DeepSeek后，国产AI大模型春节档的又一爆款。　　智能体与具身智能的融合，是AGI的必经之路，也是打开具身智能市场容量的必要环节。近期，机器人也在预热当中。宇树科技创始人王兴兴谈及具身智能赛道时表示，未来热度或是现在的1000倍，远超移动互联网。　　智能体彻底爆发　　今日早盘，智谱盘初快速拉升涨超20%，股价一度达到492港元/股，再创上市以来新高，与上周五（2月6日）的收盘价203.2港元/股相比，最近一周累计涨幅达142%。今日消息面显示，此前Coding Plan连续包月、连续包季、连续包年套餐全部售罄。 　　真正令智谱爆发的还是它的大模型。近日，智谱正式推出新一代旗舰模型GLM-5，主攻编程与智能体能力，官方称已实现开源领域最优表现。GLM-5参数规模由上一代的355B扩展至744B，激活参数从32B提升至40B。智谱方面也证实，近期在全球模型服务平台OpenRouter登上热度榜首的神秘模型“Pony Alpha”即为GLM-5。　　从规模看，全球AI智能体市场正快速扩张，2月5日，开源AI智能体项目OpenClaw在GitHub星标数突破16万，成为增速最快的开源项目之一，标志着AI Agent技术从对话型智能向能够“真正做事”的执行型智能的关键跨越。　　银河证券研报显示，预计2023年至2033年复合年增长率为5.5%，其中聊天机器人占主导，医疗保健、金融和零售是应用最广泛的行业。　　具身智能机会　　智能体的进化必将为具身智能的发展提供重大支撑。二者融合能让机器既拥有强大的语言与推理能力（来自大模型），又能像人一样在物理世界中观察、学习、适应和行动。　　宇树科技创始人、CEO王兴兴表示，“目前机器人产业或具身智能产业，背后最大的驱动因素或不确定因素，基本都是由AI主导，但增长曲线可能越来越陡峭。如果未来几年，有真正大规模应用的具身智能AI模型和机器人技术突破，那时候热度可能会比现在至少高100倍，甚至1000倍。而这个热度，我觉得会远超移动互联网。所以，我觉得当下阶段绝对不是最热，目前可能还是处于爬坡或爬坡阶段的平台期。”　　据报道，机器人租赁平台擎天租数据显示，截至2月12日，平台已累计收到覆盖春节假期的订单超过1000单，综合预约情况测算，整个春节周期内，擎天租订单规模预计将突破5000单，平台整体GMV（商品交易总额）预计环比增长约80%。　　2月13日，擎天租同步启动全国城市合伙人战略，开启全国城市合伙人招募，并官宣于3月在上海举办首届城市合伙人战略发布会。　　另外，据艾媒咨询，马年春晚临近，舞台已然成为中国具身智能技术的“高光试验场”，一场场科技盛宴轮番登场，提前奏响新春智能序曲。　　2月8日，上海智元机器人主办的全球首个大型机器人晚会《机器人奇妙夜》如期亮相，这场现场无人类观众的特别演出，不仅同步直播至美洲、中东、泰国等多个国家和地区，更被网友亲切称为“机器人春晚”，以科技与艺术的完美碰撞，为马年新春增添了别样的智能年味。（文章来源：券商中国）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611864371","isCrawlerRequest":true}