Hong Kong-listed Zhipu AI launched its GLM-5 AI model on Wednesday, Feb. 11, 2026. The launch of the new AI model has led to a massive surge in prices of Chinese AI company stocks. Zhipu AI, which trades under Knowledge Atlas Technology, surged 30% to close at HK$405 ($51). MiniMax, another AI firm, saw shares in Hong Kong jump 13.7% to HK$70.5. MiniMax launched its updated M2.5 open-source model with enhanced AI tools on Wednesday as well. Both launches have led to a massive spike in investor sentiment. SenseTime, a firm that previously focused on facial recognition technology, but has now transitioned to providing AI software platforms, saw a 6.8% stock price jump. Let’s discuss if Chinese AI companies will continue rallying after the launch of GLM-5, or will they face a big correction.
Will Chinese AI Stocks Continue Surging After The GLM-5 Launch?
GLM-5 is an open-source large-language model with enhanced coding capabilities and long-running agent tasks. According to the company, their new model is nearing Anthropic’s Claude Opus 4.5 in coding benchmarks. Moreover, the company claims that its performance is capable of surpassing Google’s Gemini 3 Pro on some tests.
Zhipu’s GLM-5 and MiniMax’s M2.5 launch show that China’s AI sector is growing at a rapid pace, and close to catching up with their American counterparts. Chinese AI comapnies are especially advancing in areas like coding help and autonomous “agent” tasks. Agent tasks are tasks where AI can make decisions or carry out multi-step tasks.
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The big launches from the AI companies have led to a big rise in investor sentiment. While the future for AI seems quite bright, the surge could face a correction over the coming days if investors feel the pressure of macroeconomic uncertainties. How things pan out is yet to be seen.