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哇中签了

哇中签了

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05-21

有的大大的机会[呆住] [呆住] [呆住] [呆住] [呆住]

02-19

节后AI还要大涨[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]

02-07

黄金今年必破6000美元[微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

01-13

涨111111212红红火火[得意] [得意] [得意] [得意] [得意]

01-09

为什么上涨1111111111

05-21

哈哈哈哈哈哈哈哈哈哈

05-21

谈和了啊啊啊啊啊啊啊啊

03-09

不能追了太高位了[微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

02-15

看好智普[开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心]

02-13

这篇文章不错，转发给大家看看

智谱暴涨，海淀又诞生一波千万富豪

去老虎APP查看更多动态

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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533025052972152","isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532333751977592,"gmtCreate":1770983381448,"gmtModify":1770983384031,"author":{"id":"4204373488936722","authorId":"4204373488936722","name":"哇中签了","avatar":"https://static.tigerbbs.com/fe92426a343320b3741c33b064f1fba4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204373488936722","authorIdStr":"4204373488936722"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532333751977592","repostId":"2610921279","repostType":2,"repost":{"id":"2610921279","kind":"news","pubTimestamp":1770982661,"share":"https://www.laohu8.com/m/news/2610921279?lang=zh_CN&edition=full","pubTime":"2026-02-13 19:37","market":"hk","language":"zh","title":"智谱暴涨，海淀又诞生一波千万富豪","url":"https://stock-news.laohu8.com/highlight/detail?id=2610921279","media":"投资界","summary":"这一幕令人惊叹。","content":"<html><head></head><body><p>这一幕令人惊叹。</p><p>本周，<a href=\"https://laohu8.com/S/02513\">智谱</a>股价暴涨138%，市值突破2100亿港元，1月8日上市以来累计涨幅达317.38%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd037a5191f9ee2e0ac53e340b2b0634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>看着飙升的股价，相信智谱员工也乐开了花。因为有一半员工都持有公司股份，早年的一纸协议现在正逐渐变为真金白银。粗略计算，这些员工人均持股市值都在千万港元以上，甚至还诞生了多位亿万富豪。</p><p>正如网友总结那般：“一夜之间，海淀又有一群人财富自由了。”</p><p>这是一抹缩影。在智谱的大本营北京海淀区，接连诞生了<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、<a href=\"https://laohu8.com/S/688795\">摩尔线程</a>等超级IPO，一批批员工成为了AI造富神话的主角；同时这里还有一众AI独角兽蓄势待发，包括月之暗面、<a href=\"https://laohu8.com/S/000806\">银河</a>通用等等。这方土地，正亲历着波澜壮阔的AI时代。</p><p><strong>智谱暴涨</strong></p><p><strong>诞生400位千万富豪</strong></p><p>智谱的故事，还要从坐落于海淀的清华园说起。</p><p>时间回到2006年，清华计算机系知识工程实验室（KEG实验室）发布AMiner平台，即利用人工智能的方法，去挖掘自然科学或技术发展的客观规律，为智谱日后创立奠定了基础。</p><p>2019年，为了将科研成果发挥出最大价值，智谱应运而生。三位创始人中，清华计算机系知名教授唐杰担任首席科学家；清华创新领军工程博士张鹏担任CEO兼总经理；清华校友刘德兵则出任董事长一职。</p><p>此后，一场大模型浪潮席卷全球。今年1月初，智谱正式登陆<a href=\"https://laohu8.com/S/00388\">港交所</a>，一举成为“全球大模型第一股”，上市首日市值便超过500亿港元。</p><p>智谱身后投资人迎来一笔丰厚回报。在IPO前，智谱共集结超50家机构股东。按招股书变更顺序，包括中科创星、华控技术转移有限公司、通智投资、达晨财智、华控基金、君联资本、启明创投、今日资本、光速光合、顺为资本、红杉中国、高瓴、云晖资本、招商局创投、Prosperity7、5G基金、珠海科技产业集团、<a href=\"https://laohu8.com/S/000931\">中关村</a>科学城、策源资本、<a href=\"https://laohu8.com/S/00992\">联想</a>创投等创投机构，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、蚂蚁、<a href=\"https://laohu8.com/S/BABA\">阿里</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、金山、<a href=\"https://laohu8.com/S/BZ\">Boss直聘</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>等产业资本，以及北京、上海、成都、天津、杭州等地方国资。</p><p>伴随着智谱成功上市，公司内部也催生出一批千万乃至亿万富豪。招股书显示，截至2025年6月末，智谱拥有员工883人，其中452名员工持股，占比高达51.2%。</p><p>具体来看，两大员工持股平台慧惠和智登，均成立于2021年。其中，慧惠的普通合伙人为刘德兵，持有30.33%的合伙权益；有限合伙人合计426人，张鹏和执行董事张笑涵分别持有20.98%、0.46%的合伙权益。</p><p>公告显示，截止今年1月，慧惠平台持股比例为7.62%，而高管之外的424名员工共持有慧惠48.23%的权益。<strong>若以最新1700亿市值计算，这424名员工人均持股市值超1400万港元。</strong></p><p>而智登的普通合伙人同样为刘德兵，其持有39.01%的合伙权益，LP合计25人均为公司员工和顾问，其中执行董事张鹏持有4.63%的合伙权益，16名顾问为全职实习生，均为智谱委聘的算法专家，且均为独立第三方。</p><p>智登的持股比例略低于慧惠为5.25%，同样以1700亿市值计算，平台合计持股市值为89.25亿港元，而24名员工及顾问持有56.36%的权益，由此人均持股市值高达2亿港元。</p><p>那么，智谱凭什么市值翻了近三倍？</p><p>这里，不得不提到一则大模型传闻。近日，一款名为“Pony Alpha”的大模型在全球模型服务平台OpenRouter上架，并迅速在24小时内登顶平台热度榜首。据介绍，Pony Alpha是新一代的通用大模型，主打编程、逻辑推理和角色扮演，并针对Agent（智能体）工作流进行了优化，具有极高的工具调用准确率。</p><p>性能强大却匿名，引发了一众科技发烧友们的猜测。由于“Pony”意为“小马”，此时正值马年春节前夕，因此市场判断这款模型出自中国企业的概率更大，彼时答案被锁定在DeepSeek-V4或GLM-5。</p><p>如今，答案浮出水面。2月12日凌晨，智谱正式官宣上线并开源GLM-5：在Coding与Agent能力上，取得开源SOTA表现，在真实编程场景的使用体感逼近Claude Opus 4.5，擅长复杂系统工程与长程Agent任务。</p><p>在业内看来，这意味大模型编程从“写代码片段”的Vibe Coding时代，正式迈入“完成系统工程”的智能体工程时代。</p><p><strong>海淀，一场AI造富潮</strong></p><p>这一幕似曾相识。</p><p>不久前，摩尔线程正式登陆科创板，成为“国产GPU第一股”，首日开盘市值即超3000亿元。这一超级IPO同样诞生于海淀，由前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>全球副总裁、<a href=\"https://laohu8.com/S/00021\">大中华</a>区总经理张建中在2020年一手创立。上市之后，摩尔线程股价在短短几天内火箭般蹿升，市值一度突破4000亿元。</p><p>与智谱类似，摩尔线程也通过员工持股平台，将员工利益与企业成长紧紧绑定在一起。招股书显示，摩尔线程共计有722名员工通过杭州华傲、杭州众傲、杭州京傲及以“加速 X 号”为名的 26 家员工持股平台间接持有公司股份，其中7人为董事、审计委员会委员、高级管理人员、核心技术人员；其余700名在职员工合计持有7.52%的权益，以2月10日收盘市值计算，人均持股市值近3000万元；另有15名离职员工同样享有0.41%的权益，人均持股市值超7000万元。</p><p>这也意味着，仅摩尔线程一家企业就诞生了700多位千万富豪。而这样的AI造富神话，仍在海淀这片土地上不断上演。</p><p>时间线向前推移至去年10月，来自海淀的<a href=\"https://laohu8.com/S/01384\">滴普科技</a>登陆港交所，成为港股“企业级大模型AI应用第一股”，最新市值近280亿港元。紧随其后，“物理AI第一股”也花落海淀2025年末，<a href=\"https://laohu8.com/S/06651\">五一视界</a>成功挂牌港股，这是一家以2030地球克隆愿景为驱动的科技公司，市值也超过200亿港元。</p><p>当然，令人印象最为深刻的AI企业当属寒武纪。去年8月，寒武纪市值一度突破5000亿元，成为A股历史上第二只站上5000亿元市值的千元股。寒武纪不仅总部位于海淀，其创始人陈云霁和陈天石两<a href=\"https://laohu8.com/S/002562\">兄弟</a>，早年更是一前一后加入坐落于中关村的中国科学院计算所，最终为创立寒武纪埋下伏笔。</p><p>不止于此，海淀还有一批新鲜血液投身到AI大潮之中。例如即将登上马年春晚的银河通用，正是脱胎于海淀。去年12月，公司宣布完成新一轮超3亿美元融资，由<a href=\"https://laohu8.com/S/CHL\">中国移动</a>链长基金领投，中金资本、中科院基金、苏创投、央视融媒体基金、<a href=\"https://laohu8.com/S/002009\">天奇股份</a>等重量级投资平台及产业巨头联合注资，并同步获得来自新加坡、中东的国际投资机构及老股东的加注。至此，国内具身智能单轮融资及累计融资双纪录再度刷新。据知情人士透露，银河通用最新估值已达30亿美元（超200亿人民币）。</p><p>还有知名大模型独角兽月之暗面，在2025年最后一天压哨官宣，已完成5亿美元C轮融资，且大幅超募<a href=\"https://laohu8.com/S/09988\">阿里</a>、腾讯、王慧文等老股东均追加投资。本轮融资后，月之暗面投后估值跃升至43亿美元（约合人民币300亿元）。</p><p>放眼望去，海淀AI产业版图正愈发壮大。</p><p><strong>为何是海淀？</strong></p><p>某种程度上，海淀的发展历程，便是一部中国科技创新的缩影史。</p><p>自1952年建区以来，海淀就被定义为“文教区”。这里不仅孕育了多家顶尖学府与科研机构，更在改革开放后接连把握计算机、互联网、移动互联网三波技术浪潮。时至今日，海淀更是以占北京市2.6%的土地，创造了全市超四分之一的GDP，承载了全国70%以上的AI企业、80%以上的AI2000全球顶尖学者。</p><p>中关村科学城管委会副主任、海淀区副区长唐超曾表示，“海淀区是国内人工智能领域科研基础最好、研发创新能力最强、产品迭代最活跃的地区。”细细梳理下来，这份“底气”恰恰源于海淀经年累月形成的AI产业生态。</p><p>资料显示，2025年海淀区人工智能市场规模已达3600亿元，培育了1900家人工智能核心企业，同时拥有人工智能领域全国重点实验室14家、新型研发机构4家，有21家高校获批人工智能本科专业，构建起“基础研究－人才培养－成果转化”的完整链条。</p><p>这里还坐拥北京最大单体智算集群，是全国首个获批的国家级人工智能先进制造业集群；截止去年12月，海淀累计已完成124款生成式人工智能服务备案，占全市备案大模型总量的66%。</p><p>此外数据显示，约四成顶尖人工智能人才汇聚于北京，其中超八成扎根海淀，包括人工智能学者1.23万人、入选人工智能领域全球顶尖学者过百人次，已基本形成芯片、框架、大模型、集成应用在内的全产业链部署。</p><p>早在2024年，海淀区就发布全球首个人工智能街区概念在中关村科学城南部53平方公里的范围内，集中打造“两区一带多点”格局，即五道口、大钟寺2个先导区，一条京张遗址公园创新交往带，以及北大西门、学院路、知春路若干创新片区。</p><p>在这里，创业者与科学家为邻，上下楼即上下游。并且当智谱、寒武纪等企业崛起为行业标杆之后，反哺海淀AI生态成为他们共同的选择例如智谱发起的“Z计划”已投资数十家上下游企业，其中半数将研发中心设于海淀；寒武纪的芯片技术则为区域内AI企业提供底层支撑。</p><p>摩尔线程创始人张建中也曾感慨，“在海淀，寻找上下游合作伙伴无需跨城，一小时车程内就能完成技术对接与客户验证。”</p><p>正所谓“创投兴，则产业聚。”犹记得2025年2月，中关村科学城科技成长三期基金正式发布，规模100亿元。至此，科技成长基金总规模增至200亿元。</p><p>“海淀是一个好的创业沃土、科研的沃土、投资的沃土，它有非常丰富的科研资源、高校和科研院所，可以持续不断地孵化出好的科技创新企业。”君联资本总裁李家庆彼时发言表示，海淀良好的营商环境，能为人才创造好的生活环境、教育环境和医疗环境，这有利于海淀留住高端的人才。</p><p>还有一组数据值得关注去年11月，海淀区财政局发布显示：自2021年科技成长基金设立以来，已累计拨付58.87亿元，重点支持核心技术突出、具备发展潜力的人工智能企业，并带动社会资本出资188亿元，形成政府领投、社会跟投的良性循环。</p><p>其中，直接投资航迹科技、智谱、宇树科技、爱笔智能、深势科技、生数科技、摩尔线程等23家人工智能企业22.18亿元；通过与九合创投、达晨财智、汉康资本、君联资本等机构合作，投向10只涵盖人工智能方向的子基金11.39亿元。</p><p>回望40年前，海淀的“电子一条街”点燃了中国科技创新的星星之火；40年后，这片热土又孕育出中国AI的崭新篇章。这里最动人的从来不是高楼大厦，而是凌晨两点那一盏盏依然亮着的实验室灯光。无数个身影，正在缔造着“全球人工智能第一城”。</p></body></html>","source":"tzj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>智谱暴涨，海淀又诞生一波千万富豪</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n智谱暴涨，海淀又诞生一波千万富豪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 19:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/cFbYJ7KhxofMLFniXLkRIA><strong>投资界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这一幕令人惊叹。本周，智谱股价暴涨138%，市值突破2100亿港元，1月8日上市以来累计涨幅达317.38%。看着飙升的股价，相信智谱员工也乐开了花。因为有一半员工都持有公司股份，早年的一纸协议现在正逐渐变为真金白银。粗略计算，这些员工人均持股市值都在千万港元以上，甚至还诞生了多位亿万富豪。正如网友总结那般：“一夜之间，海淀又有一群人财富自由了。”这是一抹缩影。在智谱的大本营北京海淀区，接连诞生了...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cFbYJ7KhxofMLFniXLkRIA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec648c81f8606feff745467905ba8b87","relate_stocks":{"02513":"智谱"},"source_url":"https://mp.weixin.qq.com/s/cFbYJ7KhxofMLFniXLkRIA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610921279","content_text":"这一幕令人惊叹。本周，智谱股价暴涨138%，市值突破2100亿港元，1月8日上市以来累计涨幅达317.38%。看着飙升的股价，相信智谱员工也乐开了花。因为有一半员工都持有公司股份，早年的一纸协议现在正逐渐变为真金白银。粗略计算，这些员工人均持股市值都在千万港元以上，甚至还诞生了多位亿万富豪。正如网友总结那般：“一夜之间，海淀又有一群人财富自由了。”这是一抹缩影。在智谱的大本营北京海淀区，接连诞生了寒武纪、摩尔线程等超级IPO，一批批员工成为了AI造富神话的主角；同时这里还有一众AI独角兽蓄势待发，包括月之暗面、银河通用等等。这方土地，正亲历着波澜壮阔的AI时代。智谱暴涨诞生400位千万富豪智谱的故事，还要从坐落于海淀的清华园说起。时间回到2006年，清华计算机系知识工程实验室（KEG实验室）发布AMiner平台，即利用人工智能的方法，去挖掘自然科学或技术发展的客观规律，为智谱日后创立奠定了基础。2019年，为了将科研成果发挥出最大价值，智谱应运而生。三位创始人中，清华计算机系知名教授唐杰担任首席科学家；清华创新领军工程博士张鹏担任CEO兼总经理；清华校友刘德兵则出任董事长一职。此后，一场大模型浪潮席卷全球。今年1月初，智谱正式登陆港交所，一举成为“全球大模型第一股”，上市首日市值便超过500亿港元。智谱身后投资人迎来一笔丰厚回报。在IPO前，智谱共集结超50家机构股东。按招股书变更顺序，包括中科创星、华控技术转移有限公司、通智投资、达晨财智、华控基金、君联资本、启明创投、今日资本、光速光合、顺为资本、红杉中国、高瓴、云晖资本、招商局创投、Prosperity7、5G基金、珠海科技产业集团、中关村科学城、策源资本、联想创投等创投机构，美团、蚂蚁、阿里、腾讯、小米、金山、Boss直聘、好未来等产业资本，以及北京、上海、成都、天津、杭州等地方国资。伴随着智谱成功上市，公司内部也催生出一批千万乃至亿万富豪。招股书显示，截至2025年6月末，智谱拥有员工883人，其中452名员工持股，占比高达51.2%。具体来看，两大员工持股平台慧惠和智登，均成立于2021年。其中，慧惠的普通合伙人为刘德兵，持有30.33%的合伙权益；有限合伙人合计426人，张鹏和执行董事张笑涵分别持有20.98%、0.46%的合伙权益。公告显示，截止今年1月，慧惠平台持股比例为7.62%，而高管之外的424名员工共持有慧惠48.23%的权益。若以最新1700亿市值计算，这424名员工人均持股市值超1400万港元。而智登的普通合伙人同样为刘德兵，其持有39.01%的合伙权益，LP合计25人均为公司员工和顾问，其中执行董事张鹏持有4.63%的合伙权益，16名顾问为全职实习生，均为智谱委聘的算法专家，且均为独立第三方。智登的持股比例略低于慧惠为5.25%，同样以1700亿市值计算，平台合计持股市值为89.25亿港元，而24名员工及顾问持有56.36%的权益，由此人均持股市值高达2亿港元。那么，智谱凭什么市值翻了近三倍？这里，不得不提到一则大模型传闻。近日，一款名为“Pony Alpha”的大模型在全球模型服务平台OpenRouter上架，并迅速在24小时内登顶平台热度榜首。据介绍，Pony Alpha是新一代的通用大模型，主打编程、逻辑推理和角色扮演，并针对Agent（智能体）工作流进行了优化，具有极高的工具调用准确率。性能强大却匿名，引发了一众科技发烧友们的猜测。由于“Pony”意为“小马”，此时正值马年春节前夕，因此市场判断这款模型出自中国企业的概率更大，彼时答案被锁定在DeepSeek-V4或GLM-5。如今，答案浮出水面。2月12日凌晨，智谱正式官宣上线并开源GLM-5：在Coding与Agent能力上，取得开源SOTA表现，在真实编程场景的使用体感逼近Claude Opus 4.5，擅长复杂系统工程与长程Agent任务。在业内看来，这意味大模型编程从“写代码片段”的Vibe Coding时代，正式迈入“完成系统工程”的智能体工程时代。海淀，一场AI造富潮这一幕似曾相识。不久前，摩尔线程正式登陆科创板，成为“国产GPU第一股”，首日开盘市值即超3000亿元。这一超级IPO同样诞生于海淀，由前英伟达全球副总裁、大中华区总经理张建中在2020年一手创立。上市之后，摩尔线程股价在短短几天内火箭般蹿升，市值一度突破4000亿元。与智谱类似，摩尔线程也通过员工持股平台，将员工利益与企业成长紧紧绑定在一起。招股书显示，摩尔线程共计有722名员工通过杭州华傲、杭州众傲、杭州京傲及以“加速 X 号”为名的 26 家员工持股平台间接持有公司股份，其中7人为董事、审计委员会委员、高级管理人员、核心技术人员；其余700名在职员工合计持有7.52%的权益，以2月10日收盘市值计算，人均持股市值近3000万元；另有15名离职员工同样享有0.41%的权益，人均持股市值超7000万元。这也意味着，仅摩尔线程一家企业就诞生了700多位千万富豪。而这样的AI造富神话，仍在海淀这片土地上不断上演。时间线向前推移至去年10月，来自海淀的滴普科技登陆港交所，成为港股“企业级大模型AI应用第一股”，最新市值近280亿港元。紧随其后，“物理AI第一股”也花落海淀2025年末，五一视界成功挂牌港股，这是一家以2030地球克隆愿景为驱动的科技公司，市值也超过200亿港元。当然，令人印象最为深刻的AI企业当属寒武纪。去年8月，寒武纪市值一度突破5000亿元，成为A股历史上第二只站上5000亿元市值的千元股。寒武纪不仅总部位于海淀，其创始人陈云霁和陈天石两兄弟，早年更是一前一后加入坐落于中关村的中国科学院计算所，最终为创立寒武纪埋下伏笔。不止于此，海淀还有一批新鲜血液投身到AI大潮之中。例如即将登上马年春晚的银河通用，正是脱胎于海淀。去年12月，公司宣布完成新一轮超3亿美元融资，由中国移动链长基金领投，中金资本、中科院基金、苏创投、央视融媒体基金、天奇股份等重量级投资平台及产业巨头联合注资，并同步获得来自新加坡、中东的国际投资机构及老股东的加注。至此，国内具身智能单轮融资及累计融资双纪录再度刷新。据知情人士透露，银河通用最新估值已达30亿美元（超200亿人民币）。还有知名大模型独角兽月之暗面，在2025年最后一天压哨官宣，已完成5亿美元C轮融资，且大幅超募阿里、腾讯、王慧文等老股东均追加投资。本轮融资后，月之暗面投后估值跃升至43亿美元（约合人民币300亿元）。放眼望去，海淀AI产业版图正愈发壮大。为何是海淀？某种程度上，海淀的发展历程，便是一部中国科技创新的缩影史。自1952年建区以来，海淀就被定义为“文教区”。这里不仅孕育了多家顶尖学府与科研机构，更在改革开放后接连把握计算机、互联网、移动互联网三波技术浪潮。时至今日，海淀更是以占北京市2.6%的土地，创造了全市超四分之一的GDP，承载了全国70%以上的AI企业、80%以上的AI2000全球顶尖学者。中关村科学城管委会副主任、海淀区副区长唐超曾表示，“海淀区是国内人工智能领域科研基础最好、研发创新能力最强、产品迭代最活跃的地区。”细细梳理下来，这份“底气”恰恰源于海淀经年累月形成的AI产业生态。资料显示，2025年海淀区人工智能市场规模已达3600亿元，培育了1900家人工智能核心企业，同时拥有人工智能领域全国重点实验室14家、新型研发机构4家，有21家高校获批人工智能本科专业，构建起“基础研究－人才培养－成果转化”的完整链条。这里还坐拥北京最大单体智算集群，是全国首个获批的国家级人工智能先进制造业集群；截止去年12月，海淀累计已完成124款生成式人工智能服务备案，占全市备案大模型总量的66%。此外数据显示，约四成顶尖人工智能人才汇聚于北京，其中超八成扎根海淀，包括人工智能学者1.23万人、入选人工智能领域全球顶尖学者过百人次，已基本形成芯片、框架、大模型、集成应用在内的全产业链部署。早在2024年，海淀区就发布全球首个人工智能街区概念在中关村科学城南部53平方公里的范围内，集中打造“两区一带多点”格局，即五道口、大钟寺2个先导区，一条京张遗址公园创新交往带，以及北大西门、学院路、知春路若干创新片区。在这里，创业者与科学家为邻，上下楼即上下游。并且当智谱、寒武纪等企业崛起为行业标杆之后，反哺海淀AI生态成为他们共同的选择例如智谱发起的“Z计划”已投资数十家上下游企业，其中半数将研发中心设于海淀；寒武纪的芯片技术则为区域内AI企业提供底层支撑。摩尔线程创始人张建中也曾感慨，“在海淀，寻找上下游合作伙伴无需跨城，一小时车程内就能完成技术对接与客户验证。”正所谓“创投兴，则产业聚。”犹记得2025年2月，中关村科学城科技成长三期基金正式发布，规模100亿元。至此，科技成长基金总规模增至200亿元。“海淀是一个好的创业沃土、科研的沃土、投资的沃土，它有非常丰富的科研资源、高校和科研院所，可以持续不断地孵化出好的科技创新企业。”君联资本总裁李家庆彼时发言表示，海淀良好的营商环境，能为人才创造好的生活环境、教育环境和医疗环境，这有利于海淀留住高端的人才。还有一组数据值得关注去年11月，海淀区财政局发布显示：自2021年科技成长基金设立以来，已累计拨付58.87亿元，重点支持核心技术突出、具备发展潜力的人工智能企业，并带动社会资本出资188亿元，形成政府领投、社会跟投的良性循环。其中，直接投资航迹科技、智谱、宇树科技、爱笔智能、深势科技、生数科技、摩尔线程等23家人工智能企业22.18亿元；通过与九合创投、达晨财智、汉康资本、君联资本等机构合作，投向10只涵盖人工智能方向的子基金11.39亿元。回望40年前，海淀的“电子一条街”点燃了中国科技创新的星星之火；40年后，这片热土又孕育出中国AI的崭新篇章。这里最动人的从来不是高楼大厦，而是凌晨两点那一盏盏依然亮着的实验室灯光。无数个身影，正在缔造着“全球人工智能第一城”。","news_type":1,"symbols_score_info":{"02513":2}},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531800546993856,"gmtCreate":1770853239226,"gmtModify":1770853241852,"author":{"id":"4204373488936722","authorId":"4204373488936722","name":"哇中签了","avatar":"https://static.tigerbbs.com/fe92426a343320b3741c33b064f1fba4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204373488936722","authorIdStr":"4204373488936722"},"themes":[],"title":"","htmlText":"看好","listText":"看好","text":"看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531800546993856","isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530027696407936,"gmtCreate":1770422182627,"gmtModify":1770422185486,"author":{"id":"4204373488936722","authorId":"4204373488936722","name":"哇中签了","avatar":"https://static.tigerbbs.com/fe92426a343320b3741c33b064f1fba4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204373488936722","authorIdStr":"4204373488936722"},"themes":[],"title":"","htmlText":"黄金今年必破6000美元[微笑]&nbsp; 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533025052972152","isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532333751977592,"gmtCreate":1770983381448,"gmtModify":1770983384031,"author":{"id":"4204373488936722","authorId":"4204373488936722","name":"哇中签了","avatar":"https://static.tigerbbs.com/fe92426a343320b3741c33b064f1fba4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204373488936722","authorIdStr":"4204373488936722"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532333751977592","repostId":"2610921279","repostType":2,"repost":{"id":"2610921279","kind":"news","pubTimestamp":1770982661,"share":"https://www.laohu8.com/m/news/2610921279?lang=zh_CN&edition=full","pubTime":"2026-02-13 19:37","market":"hk","language":"zh","title":"智谱暴涨，海淀又诞生一波千万富豪","url":"https://stock-news.laohu8.com/highlight/detail?id=2610921279","media":"投资界","summary":"这一幕令人惊叹。","content":"<html><head></head><body><p>这一幕令人惊叹。</p><p>本周，<a href=\"https://laohu8.com/S/02513\">智谱</a>股价暴涨138%，市值突破2100亿港元，1月8日上市以来累计涨幅达317.38%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd037a5191f9ee2e0ac53e340b2b0634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>看着飙升的股价，相信智谱员工也乐开了花。因为有一半员工都持有公司股份，早年的一纸协议现在正逐渐变为真金白银。粗略计算，这些员工人均持股市值都在千万港元以上，甚至还诞生了多位亿万富豪。</p><p>正如网友总结那般：“一夜之间，海淀又有一群人财富自由了。”</p><p>这是一抹缩影。在智谱的大本营北京海淀区，接连诞生了<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、<a href=\"https://laohu8.com/S/688795\">摩尔线程</a>等超级IPO，一批批员工成为了AI造富神话的主角；同时这里还有一众AI独角兽蓄势待发，包括月之暗面、<a href=\"https://laohu8.com/S/000806\">银河</a>通用等等。这方土地，正亲历着波澜壮阔的AI时代。</p><p><strong>智谱暴涨</strong></p><p><strong>诞生400位千万富豪</strong></p><p>智谱的故事，还要从坐落于海淀的清华园说起。</p><p>时间回到2006年，清华计算机系知识工程实验室（KEG实验室）发布AMiner平台，即利用人工智能的方法，去挖掘自然科学或技术发展的客观规律，为智谱日后创立奠定了基础。</p><p>2019年，为了将科研成果发挥出最大价值，智谱应运而生。三位创始人中，清华计算机系知名教授唐杰担任首席科学家；清华创新领军工程博士张鹏担任CEO兼总经理；清华校友刘德兵则出任董事长一职。</p><p>此后，一场大模型浪潮席卷全球。今年1月初，智谱正式登陆<a href=\"https://laohu8.com/S/00388\">港交所</a>，一举成为“全球大模型第一股”，上市首日市值便超过500亿港元。</p><p>智谱身后投资人迎来一笔丰厚回报。在IPO前，智谱共集结超50家机构股东。按招股书变更顺序，包括中科创星、华控技术转移有限公司、通智投资、达晨财智、华控基金、君联资本、启明创投、今日资本、光速光合、顺为资本、红杉中国、高瓴、云晖资本、招商局创投、Prosperity7、5G基金、珠海科技产业集团、<a href=\"https://laohu8.com/S/000931\">中关村</a>科学城、策源资本、<a href=\"https://laohu8.com/S/00992\">联想</a>创投等创投机构，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、蚂蚁、<a href=\"https://laohu8.com/S/BABA\">阿里</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、金山、<a href=\"https://laohu8.com/S/BZ\">Boss直聘</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>等产业资本，以及北京、上海、成都、天津、杭州等地方国资。</p><p>伴随着智谱成功上市，公司内部也催生出一批千万乃至亿万富豪。招股书显示，截至2025年6月末，智谱拥有员工883人，其中452名员工持股，占比高达51.2%。</p><p>具体来看，两大员工持股平台慧惠和智登，均成立于2021年。其中，慧惠的普通合伙人为刘德兵，持有30.33%的合伙权益；有限合伙人合计426人，张鹏和执行董事张笑涵分别持有20.98%、0.46%的合伙权益。</p><p>公告显示，截止今年1月，慧惠平台持股比例为7.62%，而高管之外的424名员工共持有慧惠48.23%的权益。<strong>若以最新1700亿市值计算，这424名员工人均持股市值超1400万港元。</strong></p><p>而智登的普通合伙人同样为刘德兵，其持有39.01%的合伙权益，LP合计25人均为公司员工和顾问，其中执行董事张鹏持有4.63%的合伙权益，16名顾问为全职实习生，均为智谱委聘的算法专家，且均为独立第三方。</p><p>智登的持股比例略低于慧惠为5.25%，同样以1700亿市值计算，平台合计持股市值为89.25亿港元，而24名员工及顾问持有56.36%的权益，由此人均持股市值高达2亿港元。</p><p>那么，智谱凭什么市值翻了近三倍？</p><p>这里，不得不提到一则大模型传闻。近日，一款名为“Pony Alpha”的大模型在全球模型服务平台OpenRouter上架，并迅速在24小时内登顶平台热度榜首。据介绍，Pony Alpha是新一代的通用大模型，主打编程、逻辑推理和角色扮演，并针对Agent（智能体）工作流进行了优化，具有极高的工具调用准确率。</p><p>性能强大却匿名，引发了一众科技发烧友们的猜测。由于“Pony”意为“小马”，此时正值马年春节前夕，因此市场判断这款模型出自中国企业的概率更大，彼时答案被锁定在DeepSeek-V4或GLM-5。</p><p>如今，答案浮出水面。2月12日凌晨，智谱正式官宣上线并开源GLM-5：在Coding与Agent能力上，取得开源SOTA表现，在真实编程场景的使用体感逼近Claude Opus 4.5，擅长复杂系统工程与长程Agent任务。</p><p>在业内看来，这意味大模型编程从“写代码片段”的Vibe Coding时代，正式迈入“完成系统工程”的智能体工程时代。</p><p><strong>海淀，一场AI造富潮</strong></p><p>这一幕似曾相识。</p><p>不久前，摩尔线程正式登陆科创板，成为“国产GPU第一股”，首日开盘市值即超3000亿元。这一超级IPO同样诞生于海淀，由前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>全球副总裁、<a href=\"https://laohu8.com/S/00021\">大中华</a>区总经理张建中在2020年一手创立。上市之后，摩尔线程股价在短短几天内火箭般蹿升，市值一度突破4000亿元。</p><p>与智谱类似，摩尔线程也通过员工持股平台，将员工利益与企业成长紧紧绑定在一起。招股书显示，摩尔线程共计有722名员工通过杭州华傲、杭州众傲、杭州京傲及以“加速 X 号”为名的 26 家员工持股平台间接持有公司股份，其中7人为董事、审计委员会委员、高级管理人员、核心技术人员；其余700名在职员工合计持有7.52%的权益，以2月10日收盘市值计算，人均持股市值近3000万元；另有15名离职员工同样享有0.41%的权益，人均持股市值超7000万元。</p><p>这也意味着，仅摩尔线程一家企业就诞生了700多位千万富豪。而这样的AI造富神话，仍在海淀这片土地上不断上演。</p><p>时间线向前推移至去年10月，来自海淀的<a href=\"https://laohu8.com/S/01384\">滴普科技</a>登陆港交所，成为港股“企业级大模型AI应用第一股”，最新市值近280亿港元。紧随其后，“物理AI第一股”也花落海淀2025年末，<a href=\"https://laohu8.com/S/06651\">五一视界</a>成功挂牌港股，这是一家以2030地球克隆愿景为驱动的科技公司，市值也超过200亿港元。</p><p>当然，令人印象最为深刻的AI企业当属寒武纪。去年8月，寒武纪市值一度突破5000亿元，成为A股历史上第二只站上5000亿元市值的千元股。寒武纪不仅总部位于海淀，其创始人陈云霁和陈天石两<a href=\"https://laohu8.com/S/002562\">兄弟</a>，早年更是一前一后加入坐落于中关村的中国科学院计算所，最终为创立寒武纪埋下伏笔。</p><p>不止于此，海淀还有一批新鲜血液投身到AI大潮之中。例如即将登上马年春晚的银河通用，正是脱胎于海淀。去年12月，公司宣布完成新一轮超3亿美元融资，由<a href=\"https://laohu8.com/S/CHL\">中国移动</a>链长基金领投，中金资本、中科院基金、苏创投、央视融媒体基金、<a href=\"https://laohu8.com/S/002009\">天奇股份</a>等重量级投资平台及产业巨头联合注资，并同步获得来自新加坡、中东的国际投资机构及老股东的加注。至此，国内具身智能单轮融资及累计融资双纪录再度刷新。据知情人士透露，银河通用最新估值已达30亿美元（超200亿人民币）。</p><p>还有知名大模型独角兽月之暗面，在2025年最后一天压哨官宣，已完成5亿美元C轮融资，且大幅超募<a href=\"https://laohu8.com/S/09988\">阿里</a>、腾讯、王慧文等老股东均追加投资。本轮融资后，月之暗面投后估值跃升至43亿美元（约合人民币300亿元）。</p><p>放眼望去，海淀AI产业版图正愈发壮大。</p><p><strong>为何是海淀？</strong></p><p>某种程度上，海淀的发展历程，便是一部中国科技创新的缩影史。</p><p>自1952年建区以来，海淀就被定义为“文教区”。这里不仅孕育了多家顶尖学府与科研机构，更在改革开放后接连把握计算机、互联网、移动互联网三波技术浪潮。时至今日，海淀更是以占北京市2.6%的土地，创造了全市超四分之一的GDP，承载了全国70%以上的AI企业、80%以上的AI2000全球顶尖学者。</p><p>中关村科学城管委会副主任、海淀区副区长唐超曾表示，“海淀区是国内人工智能领域科研基础最好、研发创新能力最强、产品迭代最活跃的地区。”细细梳理下来，这份“底气”恰恰源于海淀经年累月形成的AI产业生态。</p><p>资料显示，2025年海淀区人工智能市场规模已达3600亿元，培育了1900家人工智能核心企业，同时拥有人工智能领域全国重点实验室14家、新型研发机构4家，有21家高校获批人工智能本科专业，构建起“基础研究－人才培养－成果转化”的完整链条。</p><p>这里还坐拥北京最大单体智算集群，是全国首个获批的国家级人工智能先进制造业集群；截止去年12月，海淀累计已完成124款生成式人工智能服务备案，占全市备案大模型总量的66%。</p><p>此外数据显示，约四成顶尖人工智能人才汇聚于北京，其中超八成扎根海淀，包括人工智能学者1.23万人、入选人工智能领域全球顶尖学者过百人次，已基本形成芯片、框架、大模型、集成应用在内的全产业链部署。</p><p>早在2024年，海淀区就发布全球首个人工智能街区概念在中关村科学城南部53平方公里的范围内，集中打造“两区一带多点”格局，即五道口、大钟寺2个先导区，一条京张遗址公园创新交往带，以及北大西门、学院路、知春路若干创新片区。</p><p>在这里，创业者与科学家为邻，上下楼即上下游。并且当智谱、寒武纪等企业崛起为行业标杆之后，反哺海淀AI生态成为他们共同的选择例如智谱发起的“Z计划”已投资数十家上下游企业，其中半数将研发中心设于海淀；寒武纪的芯片技术则为区域内AI企业提供底层支撑。</p><p>摩尔线程创始人张建中也曾感慨，“在海淀，寻找上下游合作伙伴无需跨城，一小时车程内就能完成技术对接与客户验证。”</p><p>正所谓“创投兴，则产业聚。”犹记得2025年2月，中关村科学城科技成长三期基金正式发布，规模100亿元。至此，科技成长基金总规模增至200亿元。</p><p>“海淀是一个好的创业沃土、科研的沃土、投资的沃土，它有非常丰富的科研资源、高校和科研院所，可以持续不断地孵化出好的科技创新企业。”君联资本总裁李家庆彼时发言表示，海淀良好的营商环境，能为人才创造好的生活环境、教育环境和医疗环境，这有利于海淀留住高端的人才。</p><p>还有一组数据值得关注去年11月，海淀区财政局发布显示：自2021年科技成长基金设立以来，已累计拨付58.87亿元，重点支持核心技术突出、具备发展潜力的人工智能企业，并带动社会资本出资188亿元，形成政府领投、社会跟投的良性循环。</p><p>其中，直接投资航迹科技、智谱、宇树科技、爱笔智能、深势科技、生数科技、摩尔线程等23家人工智能企业22.18亿元；通过与九合创投、达晨财智、汉康资本、君联资本等机构合作，投向10只涵盖人工智能方向的子基金11.39亿元。</p><p>回望40年前，海淀的“电子一条街”点燃了中国科技创新的星星之火；40年后，这片热土又孕育出中国AI的崭新篇章。这里最动人的从来不是高楼大厦，而是凌晨两点那一盏盏依然亮着的实验室灯光。无数个身影，正在缔造着“全球人工智能第一城”。</p></body></html>","source":"tzj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>智谱暴涨，海淀又诞生一波千万富豪</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n智谱暴涨，海淀又诞生一波千万富豪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 19:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/cFbYJ7KhxofMLFniXLkRIA><strong>投资界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这一幕令人惊叹。本周，智谱股价暴涨138%，市值突破2100亿港元，1月8日上市以来累计涨幅达317.38%。看着飙升的股价，相信智谱员工也乐开了花。因为有一半员工都持有公司股份，早年的一纸协议现在正逐渐变为真金白银。粗略计算，这些员工人均持股市值都在千万港元以上，甚至还诞生了多位亿万富豪。正如网友总结那般：“一夜之间，海淀又有一群人财富自由了。”这是一抹缩影。在智谱的大本营北京海淀区，接连诞生了...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cFbYJ7KhxofMLFniXLkRIA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec648c81f8606feff745467905ba8b87","relate_stocks":{"02513":"智谱"},"source_url":"https://mp.weixin.qq.com/s/cFbYJ7KhxofMLFniXLkRIA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610921279","content_text":"这一幕令人惊叹。本周，智谱股价暴涨138%，市值突破2100亿港元，1月8日上市以来累计涨幅达317.38%。看着飙升的股价，相信智谱员工也乐开了花。因为有一半员工都持有公司股份，早年的一纸协议现在正逐渐变为真金白银。粗略计算，这些员工人均持股市值都在千万港元以上，甚至还诞生了多位亿万富豪。正如网友总结那般：“一夜之间，海淀又有一群人财富自由了。”这是一抹缩影。在智谱的大本营北京海淀区，接连诞生了寒武纪、摩尔线程等超级IPO，一批批员工成为了AI造富神话的主角；同时这里还有一众AI独角兽蓄势待发，包括月之暗面、银河通用等等。这方土地，正亲历着波澜壮阔的AI时代。智谱暴涨诞生400位千万富豪智谱的故事，还要从坐落于海淀的清华园说起。时间回到2006年，清华计算机系知识工程实验室（KEG实验室）发布AMiner平台，即利用人工智能的方法，去挖掘自然科学或技术发展的客观规律，为智谱日后创立奠定了基础。2019年，为了将科研成果发挥出最大价值，智谱应运而生。三位创始人中，清华计算机系知名教授唐杰担任首席科学家；清华创新领军工程博士张鹏担任CEO兼总经理；清华校友刘德兵则出任董事长一职。此后，一场大模型浪潮席卷全球。今年1月初，智谱正式登陆港交所，一举成为“全球大模型第一股”，上市首日市值便超过500亿港元。智谱身后投资人迎来一笔丰厚回报。在IPO前，智谱共集结超50家机构股东。按招股书变更顺序，包括中科创星、华控技术转移有限公司、通智投资、达晨财智、华控基金、君联资本、启明创投、今日资本、光速光合、顺为资本、红杉中国、高瓴、云晖资本、招商局创投、Prosperity7、5G基金、珠海科技产业集团、中关村科学城、策源资本、联想创投等创投机构，美团、蚂蚁、阿里、腾讯、小米、金山、Boss直聘、好未来等产业资本，以及北京、上海、成都、天津、杭州等地方国资。伴随着智谱成功上市，公司内部也催生出一批千万乃至亿万富豪。招股书显示，截至2025年6月末，智谱拥有员工883人，其中452名员工持股，占比高达51.2%。具体来看，两大员工持股平台慧惠和智登，均成立于2021年。其中，慧惠的普通合伙人为刘德兵，持有30.33%的合伙权益；有限合伙人合计426人，张鹏和执行董事张笑涵分别持有20.98%、0.46%的合伙权益。公告显示，截止今年1月，慧惠平台持股比例为7.62%，而高管之外的424名员工共持有慧惠48.23%的权益。若以最新1700亿市值计算，这424名员工人均持股市值超1400万港元。而智登的普通合伙人同样为刘德兵，其持有39.01%的合伙权益，LP合计25人均为公司员工和顾问，其中执行董事张鹏持有4.63%的合伙权益，16名顾问为全职实习生，均为智谱委聘的算法专家，且均为独立第三方。智登的持股比例略低于慧惠为5.25%，同样以1700亿市值计算，平台合计持股市值为89.25亿港元，而24名员工及顾问持有56.36%的权益，由此人均持股市值高达2亿港元。那么，智谱凭什么市值翻了近三倍？这里，不得不提到一则大模型传闻。近日，一款名为“Pony Alpha”的大模型在全球模型服务平台OpenRouter上架，并迅速在24小时内登顶平台热度榜首。据介绍，Pony Alpha是新一代的通用大模型，主打编程、逻辑推理和角色扮演，并针对Agent（智能体）工作流进行了优化，具有极高的工具调用准确率。性能强大却匿名，引发了一众科技发烧友们的猜测。由于“Pony”意为“小马”，此时正值马年春节前夕，因此市场判断这款模型出自中国企业的概率更大，彼时答案被锁定在DeepSeek-V4或GLM-5。如今，答案浮出水面。2月12日凌晨，智谱正式官宣上线并开源GLM-5：在Coding与Agent能力上，取得开源SOTA表现，在真实编程场景的使用体感逼近Claude Opus 4.5，擅长复杂系统工程与长程Agent任务。在业内看来，这意味大模型编程从“写代码片段”的Vibe Coding时代，正式迈入“完成系统工程”的智能体工程时代。海淀，一场AI造富潮这一幕似曾相识。不久前，摩尔线程正式登陆科创板，成为“国产GPU第一股”，首日开盘市值即超3000亿元。这一超级IPO同样诞生于海淀，由前英伟达全球副总裁、大中华区总经理张建中在2020年一手创立。上市之后，摩尔线程股价在短短几天内火箭般蹿升，市值一度突破4000亿元。与智谱类似，摩尔线程也通过员工持股平台，将员工利益与企业成长紧紧绑定在一起。招股书显示，摩尔线程共计有722名员工通过杭州华傲、杭州众傲、杭州京傲及以“加速 X 号”为名的 26 家员工持股平台间接持有公司股份，其中7人为董事、审计委员会委员、高级管理人员、核心技术人员；其余700名在职员工合计持有7.52%的权益，以2月10日收盘市值计算，人均持股市值近3000万元；另有15名离职员工同样享有0.41%的权益，人均持股市值超7000万元。这也意味着，仅摩尔线程一家企业就诞生了700多位千万富豪。而这样的AI造富神话，仍在海淀这片土地上不断上演。时间线向前推移至去年10月，来自海淀的滴普科技登陆港交所，成为港股“企业级大模型AI应用第一股”，最新市值近280亿港元。紧随其后，“物理AI第一股”也花落海淀2025年末，五一视界成功挂牌港股，这是一家以2030地球克隆愿景为驱动的科技公司，市值也超过200亿港元。当然，令人印象最为深刻的AI企业当属寒武纪。去年8月，寒武纪市值一度突破5000亿元，成为A股历史上第二只站上5000亿元市值的千元股。寒武纪不仅总部位于海淀，其创始人陈云霁和陈天石两兄弟，早年更是一前一后加入坐落于中关村的中国科学院计算所，最终为创立寒武纪埋下伏笔。不止于此，海淀还有一批新鲜血液投身到AI大潮之中。例如即将登上马年春晚的银河通用，正是脱胎于海淀。去年12月，公司宣布完成新一轮超3亿美元融资，由中国移动链长基金领投，中金资本、中科院基金、苏创投、央视融媒体基金、天奇股份等重量级投资平台及产业巨头联合注资，并同步获得来自新加坡、中东的国际投资机构及老股东的加注。至此，国内具身智能单轮融资及累计融资双纪录再度刷新。据知情人士透露，银河通用最新估值已达30亿美元（超200亿人民币）。还有知名大模型独角兽月之暗面，在2025年最后一天压哨官宣，已完成5亿美元C轮融资，且大幅超募阿里、腾讯、王慧文等老股东均追加投资。本轮融资后，月之暗面投后估值跃升至43亿美元（约合人民币300亿元）。放眼望去，海淀AI产业版图正愈发壮大。为何是海淀？某种程度上，海淀的发展历程，便是一部中国科技创新的缩影史。自1952年建区以来，海淀就被定义为“文教区”。这里不仅孕育了多家顶尖学府与科研机构，更在改革开放后接连把握计算机、互联网、移动互联网三波技术浪潮。时至今日，海淀更是以占北京市2.6%的土地，创造了全市超四分之一的GDP，承载了全国70%以上的AI企业、80%以上的AI2000全球顶尖学者。中关村科学城管委会副主任、海淀区副区长唐超曾表示，“海淀区是国内人工智能领域科研基础最好、研发创新能力最强、产品迭代最活跃的地区。”细细梳理下来，这份“底气”恰恰源于海淀经年累月形成的AI产业生态。资料显示，2025年海淀区人工智能市场规模已达3600亿元，培育了1900家人工智能核心企业，同时拥有人工智能领域全国重点实验室14家、新型研发机构4家，有21家高校获批人工智能本科专业，构建起“基础研究－人才培养－成果转化”的完整链条。这里还坐拥北京最大单体智算集群，是全国首个获批的国家级人工智能先进制造业集群；截止去年12月，海淀累计已完成124款生成式人工智能服务备案，占全市备案大模型总量的66%。此外数据显示，约四成顶尖人工智能人才汇聚于北京，其中超八成扎根海淀，包括人工智能学者1.23万人、入选人工智能领域全球顶尖学者过百人次，已基本形成芯片、框架、大模型、集成应用在内的全产业链部署。早在2024年，海淀区就发布全球首个人工智能街区概念在中关村科学城南部53平方公里的范围内，集中打造“两区一带多点”格局，即五道口、大钟寺2个先导区，一条京张遗址公园创新交往带，以及北大西门、学院路、知春路若干创新片区。在这里，创业者与科学家为邻，上下楼即上下游。并且当智谱、寒武纪等企业崛起为行业标杆之后，反哺海淀AI生态成为他们共同的选择例如智谱发起的“Z计划”已投资数十家上下游企业，其中半数将研发中心设于海淀；寒武纪的芯片技术则为区域内AI企业提供底层支撑。摩尔线程创始人张建中也曾感慨，“在海淀，寻找上下游合作伙伴无需跨城，一小时车程内就能完成技术对接与客户验证。”正所谓“创投兴，则产业聚。”犹记得2025年2月，中关村科学城科技成长三期基金正式发布，规模100亿元。至此，科技成长基金总规模增至200亿元。“海淀是一个好的创业沃土、科研的沃土、投资的沃土，它有非常丰富的科研资源、高校和科研院所，可以持续不断地孵化出好的科技创新企业。”君联资本总裁李家庆彼时发言表示，海淀良好的营商环境，能为人才创造好的生活环境、教育环境和医疗环境，这有利于海淀留住高端的人才。还有一组数据值得关注去年11月，海淀区财政局发布显示：自2021年科技成长基金设立以来，已累计拨付58.87亿元，重点支持核心技术突出、具备发展潜力的人工智能企业，并带动社会资本出资188亿元，形成政府领投、社会跟投的良性循环。其中，直接投资航迹科技、智谱、宇树科技、爱笔智能、深势科技、生数科技、摩尔线程等23家人工智能企业22.18亿元；通过与九合创投、达晨财智、汉康资本、君联资本等机构合作，投向10只涵盖人工智能方向的子基金11.39亿元。回望40年前，海淀的“电子一条街”点燃了中国科技创新的星星之火；40年后，这片热土又孕育出中国AI的崭新篇章。这里最动人的从来不是高楼大厦，而是凌晨两点那一盏盏依然亮着的实验室灯光。无数个身影，正在缔造着“全球人工智能第一城”。","news_type":1,"symbols_score_info":{"02513":2}},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}