【智谱ARR破10亿_老虎社区_美港股上老虎

【智谱ARR破10亿美元，超三家头部友商总和】
据《智能涌现》报道，今年7月，智谱ARR达到10亿美元，提前完成全年目标。从行业横向来看，目前智谱单家公司ARR，已相当于DeepSeek、Kimi和MiniMax三家头部国产模型公司估算ARR总和。过去大家讨论AI，更多关注模型排名；现在越来越多人开始关注收入规模。对于基础模型企业来说，模型能力回答的是“能不能做”，ARR回答的是“有没有人愿意持续付费”。 $智谱(02513)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":586641222968288,"tweetId":"586641222968288","gmtCreate":1784254390600,"gmtModify":1784254393375,"author":{"id":3570081676918603,"idStr":"3570081676918603","authorId":3570081676918603,"authorIdStr":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.12","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2465,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>【智谱ARR破10亿美元，超三家头部友商总和】\n<br>\n据《智能涌现》报道，今年7月，智谱ARR达到10亿美元，提前完成全年目标。从行业横向来看，目前智谱单家公司ARR，已相当于DeepSeek、Kimi和MiniMax三家头部国产模型公司估算ARR总和。过去大家讨论AI，更多关注模型排名；现在越来越多人开始关注收入规模。对于基础模型企业来说，模型能力回答的是“能不能做”，ARR回答的是“有没有人愿意持续付费”。 <a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a></body></html>","htmlText":"<html><head></head><body>【智谱ARR破10亿美元，超三家头部友商总和】\n<br>\n据《智能涌现》报道，今年7月，智谱ARR达到10亿美元，提前完成全年目标。从行业横向来看，目前智谱单家公司ARR，已相当于DeepSeek、Kimi和MiniMax三家头部国产模型公司估算ARR总和。过去大家讨论AI，更多关注模型排名；现在越来越多人开始关注收入规模。对于基础模型企业来说，模型能力回答的是“能不能做”，ARR回答的是“有没有人愿意持续付费”。 <a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a></body></html>","text":"【智谱ARR破10亿美元，超三家头部友商总和】 据《智能涌现》报道，今年7月，智谱ARR达到10亿美元，提前完成全年目标。从行业横向来看，目前智谱单家公司ARR，已相当于DeepSeek、Kimi和MiniMax三家头部国产模型公司估算ARR总和。过去大家讨论AI，更多关注模型排名；现在越来越多人开始关注收入规模。对于基础模型企业来说，模型能力回答的是“能不能做”，ARR回答的是“有没有人愿意持续付费”。 $智谱(02513)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/586641222968288","repostId":0,"isVote":1,"tweetType":1,"viewCount":2627,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02513"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":355,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/586641222968288"}