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$智谱(02513)$ "智谱聚焦模型智能，云知声 “不卷参数、只解难题”

智谱 CEO 说 2026 年关键词是 Token 量，专注模型智能上界。云知声走的是 “不卷参数、只解难题”，山海大模型直接落地医疗、交通，解决真实痛点。智谱是技术驱动，云知声是需求驱动，客户要什么就做什么，落地快、见效快。在 AI 落地期，能解决问题的公司，才是真赢家，云知声这思路很对"

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