$智谱(02513)_老虎社区_美港股上老虎

$智谱(02513)$ 今天又创新高了，AI大模型这块热度真不减。盘中猛拉了一把，GLM-5.1的技术突破，好几个评测里表现都亮眼，再加上企业合作和开发者生态越做越大，商业化也在稳步推，市场预期直接拉满。不过冷静下来看看基本面，现在还是大亏，研发烧钱厉害，行业竞争也越来越狠，估值已经在高位了，短期波动风险不小。

港AI应用股集体狂欢！智谱、MINIMAX…上车哪家？

周四港股AI应用股持续走高， $迅策 (03317.HK)$ 、$智谱 (02513.HK)$涨超12%、 $MINIMAX-W (00100.HK)$ 涨超7%、$极视角 (06636.HK)$、$速腾聚创 (02498.HK)$、$佑驾创新 (02431.HK)$等概念股集体大涨，消息面上，智谱发布GLM-5.1。【大家看好港AI应用股的后市发展吗？】

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