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Zhipu Lists on HKEX as the 'First LLM Stock,' Signaling a Return to Foundational AI Research

An internal letter signals a near-term GLM-5 launch with a renewed focus on foundational research.

Overview

  • Zhipu began trading on the Hong Kong Stock Exchange at HK$120 after pricing at HK$116.20, putting its market capitalization at about HK$528 billion.
  • Chief scientist Tang Jie, in an internal letter cited by LatePost, called for a full return to core model research following the listing.
  • The letter says the company plans to introduce GLM-5 soon as it advances its flagship model line.
  • It outlines three technical priorities: new model architectures, a more general reinforcement learning paradigm, and continual learning for autonomous improvement.
  • Zhipu has set up an X-Lab to gather young researchers for frontier exploration, incubate new projects, and expand external investments with an eye toward AGI.