Author holds a small position in Zhipu AI (HK: 2513), the first major Chinese LLM company to IPO, citing lower valuation versus US peers and exposure to China's domestic AI build-out.
2513.HK — LONG The author took a small position in Zhipu AI (Knowledge Atlas Technology), the first of the big China LLM names to go public, arguing it offers direct exposure to China's domestic AI build-out and state/enterprise adoption. The stated mechanism is a much lower headline valuation than US peers such as OpenAI comps, implying relative upside if China's foundational-model platform demand materializes. No specific catalyst or time horizon is given beyond the recent Hong Kong IPO, and no risk is stated.
I took out a small position in it - would be great to hear other people’s views/whether it is on your radar?
This Reddit post, published January 12, 2026, features u/TheGambler1987 discussing 2513.HK. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/TheGambler1987 · Tickers: 2513.HK