{"id":608884,"date":"2025-12-09T05:07:50","date_gmt":"2025-12-09T13:07:50","guid":{"rendered":"https:\/\/nai500.com\/?p=608884"},"modified":"2025-12-09T05:07:50","modified_gmt":"2025-12-09T13:07:50","slug":"9-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/12\/9-ai\/","title":{"rendered":"9 \u5bb6\u987a\u5e94\u5f00\u6e90\u6d6a\u6f6e\u7684\u4e2d\u56fd AI \u4e2a\u80a1"},"content":{"rendered":"

\u4e2d\u56fd\u7684\u5f00\u6e90\u5927\u578b\u8bed\u8a00\u6a21\u578b\u73b0\u5728\u5360\u5168\u7403 AI \u4f7f\u7528\u91cf\u8fd1 30%\uff0c\u7531 Qwen\u3001DeepSeek \u548c Moonshot AI \u7684\u5feb\u901f\u53d1\u5e03\u63a8\u52a8\u3002\u4e2d\u6587\u63d0\u793a\u8bcd\u6309 token \u4f53\u91cf\u5df2\u8dc3\u5c45\u5168\u7403\u7b2c\u4e8c\u3002\u5bf9\u5168\u7403\u6295\u8d44\u8005\u7684\u4fe1\u606f\u5f88\u660e\u786e\uff1a\u4e2d\u56fd\u5df2\u4ece\u5feb\u901f\u8ffd\u968f\u8005\u8de8\u8d8a\u4e3a AI \u7684\u5171\u540c\u5f15\u9886\u8005\u3002\u53d7\u76ca\u8005\u6a2a\u8de8\u4e91\u3001\u82af\u7247\u3001\u670d\u52a1\u5668\u3001\u6d88\u8d39\u8bbe\u5907\u548c\u7535\u52a8\u6c7d\u8f66\uff0c\u8425\u6536\u6760\u6746\u6548\u5e94\u5c06\u5728 2026 \u5e74\u9010\u6b65\u663e\u73b0\u3002<\/p>\n

\u5f00\u6e90 AI \u662f\u4e2d\u56fd\u7684\u5168\u7403\u7a81\u7834<\/h3>\n

\u5bf9\u901a\u8fc7\u4e00\u4e2a\u4e3b\u8981\u6a21\u578b\u7f51\u5173\u8def\u7531\u7684 100 \u4e07\u4ebf token \u7684\u65b0\u5b9e\u8bc1\u5206\u6790\u663e\u793a\uff0c\u4e2d\u56fd\u7684\u5f00\u6e90 LLM \u4ece 2024 \u5e74\u672b\u7ea6 1.2% \u7684\u5168\u7403\u4efd\u989d\uff0c\u5728\u6570\u6708\u5185\u589e\u957f\u5230\u63a5\u8fd1 30%\u3002\u4f7f\u7528\u4ecd\u7136\u5206\u6563\uff0c\u6ca1\u6709\u4efb\u4f55\u6a21\u578b\u5360\u5230 25% \u4ee5\u4e0a\uff0c\u4f46\u4e2d\u56fd\u7684\u8282\u594f\u683c\u5916\u7a81\u51fa\u3002Qwen \u548c DeepSeek \u7684\u53d1\u5e03\u901f\u5ea6\u8ba9\u5f00\u53d1\u8005\u80fd\u6bd4\u5927\u591a\u6570\u897f\u65b9\u540c\u884c\u66f4\u5feb\u5730\u91cd\u65b0\u6821\u51c6\u5de5\u4f5c\u8d1f\u8f7d\u2014\u2014\u4ee5\u53ca\u6210\u672c\u3002\u5b9e\u7528\u4f18\u52bf\u5728\u4e8e\u6548\u7387\u3002\u5f00\u6e90\u964d\u4f4e\u4e86\u5207\u6362\u6210\u672c\uff0c\u5e76\u5141\u8bb8\u4f01\u4e1a\u5c06\u6a21\u578b\u8c03\u4f18\u5230\u672c\u5730\u6570\u636e\uff0c\u5305\u62ec\u5f53\u524d\u7ea6\u5360\u6240\u6709\u8bf7\u6c42\u7ea6 5% \u7684\u4e2d\u6587\u63d0\u793a\u8bcd\uff0c\u8fd9\u8fdc\u9ad8\u4e8e\u4e2d\u6587\u5728\u516c\u5171\u4e92\u8054\u7f51\u4e0a 1.1% \u7684\u5360\u6bd4\u3002\u8fd9\u662f\u4e00\u4e2a\u6301\u4e45\u7684\u9700\u6c42\u4fe1\u53f7\uff0c\u800c\u975e\u6619\u82b1\u4e00\u73b0\uff0c\u5e76\u4e14\u662f\u5728\u7f8e\u56fd\u5bf9\u9ad8\u7aef GPU \u5b9e\u65bd\u9650\u5236\u7684\u80cc\u666f\u4e0b\u51fa\u73b0\u7684\u3002<\/p>\n

\u653f\u7b56\u3001\u89c4\u6a21\u4e0e\u5de5\u7a0b\u52a8\u80fd<\/h3>\n

\u8fd9\u4e00\u8dc3\u5347\u5e76\u975e\u5076\u7136\u3002\u5317\u4eac\u7684\u591a\u5e74\u521b\u65b0\u653f\u7b56\u5df2\u5c06\u7b97\u529b\u96c6\u7fa4\u3001\u6570\u636e\u6807\u51c6\u548c\u5b89\u5168\u6846\u67b6\u4e0e\u5546\u4e1a\u5316\u91c7\u7528\u5bf9\u9f50\u3002\u963f\u91cc\u4e91\u7684\u5de5\u7a0b\u5b9e\u529b\u3001DeepSeek \u7684\u8282\u594f\u548c Moonshot AI \u7684 Kimi \u662f\u53ef\u89c1\u7684\u8bc1\u660e\u3002\u5728\u5b83\u4eec\u4e4b\u4e0b\uff0c\u662f\u80fd\u591f\u8d44\u52a9\u6269\u5efa\u7684\u878d\u8d44\u9aa8\u5e72\uff1aICBC \u4ee5\u7ea6 6.7 \u4e07\u4ebf\u7f8e\u5143\u8d44\u4ea7\u4ecd\u4e3a\u4e16\u754c\u6700\u5927\u7684\u94f6\u884c\uff0c\u4e5f\u662f\u4e2d\u56fd\u4f01\u4e1a\u4e2d\u6700\u8d5a\u94b1\u7684\uff0c\u4e3a\u5927\u89c4\u6a21\u652f\u6301\u4e0b\u4e00\u4ee3\u57fa\u7840\u8bbe\u65bd\u63d0\u4f9b\u80fd\u529b\u3002\u54c1\u724c\u91cd\u529b\u4e5f\u5f88\u91cd\u8981\uff1aTencent\u3001Alibaba \u7b49\u4f4d\u5217\u4e2d\u56fd\u6700\u6709\u4ef7\u503c\u54c1\u724c\u4e4b\u5217\uff0c\u52a0\u5f3a\u4e86\u5728\u6d88\u8d39\u8005\u548c\u4f01\u4e1a\u6e20\u9053\u7684\u5206\u53d1\u3002\u56fd\u9645\u4e0a\uff0c\u4e2d\u56fd\u7684\u5b98\u65b9\u878d\u8d44\u6b63\u8f6c\u5411\u53d1\u8fbe\u5e02\u573a\uff0c\u7f8e\u56fd\u5728\u8fc7\u53bb\u4e8c\u5341\u5e74\u4e2d\u6210\u4e3a\u4e2d\u56fd\u5b98\u65b9\u90e8\u95e8\u4fe1\u8d37\u7684\u6700\u5927\u5355\u4e00\u63a5\u53d7\u56fd\uff0c\u52a0\u901f\u4e86\u6570\u5b57\u57fa\u7840\u8bbe\u65bd\u548c\u670d\u52a1\u7684\u8de8\u5883\u642d\u8f7d\u3002\u8fd9\u79cd\u8054\u7cfb\u52a0\u901f\u4e86\u8de8\u5883 AI \u7684\u90e8\u7f72\u3002<\/p>\n

\u8fd9\u5bf9\u8425\u6536\u548c\u5229\u6da6\u7387\u610f\u5473\u7740\u4ec0\u4e48<\/h3>\n

\u5f00\u6e90\u91c7\u7528\u5728\u4e09\u6761\u8def\u5f84\u4e0a\u8f6c\u5316\u4e3a\u6536\u5165\u3002\u7b2c\u4e00\uff0c\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u5728\u89c4\u6a21\u5316\u5730\u5b9e\u73b0\u5fae\u8c03\u3001\u7f16\u6392\u3001\u5411\u91cf\u68c0\u7d22\u548c\u63a8\u7406\u4e0a\u5b9e\u73b0\u8d27\u5e01\u5316\uff0c\u5373\u4f7f\u57fa\u7840\u6a21\u578b\u514d\u8d39\u3002\u66f4\u4f4e\u7684\u6a21\u578b\u6210\u672c\u6269\u5927\u4e86\u53ef\u5bfb\u5740\u4f7f\u7528\u603b\u91cf\uff0c\u5e76\u4e14\u53ef\u4ee5\u63d0\u5347\u589e\u91cf\u5de5\u4f5c\u8d1f\u8f7d\u7684\u6bdb\u5229\u7387\u3002\u7b2c\u4e8c\uff0c\u670d\u52a1\u5668\u548c\u7f51\u7edc\u4f9b\u5e94\u5546\u53d7\u76ca\u4e8e\u4f01\u4e1a\u4e3a\u6ee1\u8db3\u6210\u672c\u548c\u4e3b\u6743\u76ee\u6807\u800c\u81ea\u5efa\u6808\u3002\u7b2c\u4e09\uff0c\u7535\u5546\u3001\u91d1\u878d\u79d1\u6280\u4e0e\u51fa\u884c\u7b49\u5e94\u7528\u5c42\u51a0\u519b\u53ef\u4ee5\u5728\u65e0\u9700\u4e13\u6709\u6388\u6743\u62d6\u7d2f\u7684\u60c5\u51b5\u4e0b\uff0c\u5c06 LLM \u878d\u5165\u63a8\u8350\u3001\u5ba2\u6237\u670d\u52a1\u548c\u81ea\u52a8\u9a7e\u9a76\u529f\u80fd\u30022025 \u5e74\u4e0b\u534a\u5e74\u4f7f\u7528\u91cf\u7684\u52a0\u901f\u6307\u5411 2026 \u5e74\u7684\u76c8\u5229\u5468\u671f\uff0c\u5c4a\u65f6\u7b97\u529b\u51fa\u8d27\u3001\u4e91\u8d26\u5355\u548c AI \u9644\u52a0\u670d\u52a1\u90fd\u4f1a\u51fa\u73b0\u62d0\u70b9\uff0c\u7279\u522b\u662f\u5728\u4e1c\u5357\u4e9a\u3001\u4e2d\u4e1c\u548c\u62c9\u4e01\u7f8e\u6d32\uff0c\u5f53\u5730\u8bed\u8a00\u548c\u6570\u636e\u672c\u5730\u5316\u63a8\u52a8\u5f00\u6e90\u504f\u597d\u3002<\/p>\n

\u5177\u6709\u5f00\u6e90\u4e0a\u884c\u7a7a\u95f4\u7684 9 \u5927\u4e2d\u56fd AI \u6807\u7684<\/h3>\n

1. Alibaba Group (BABA) – Qwen \u4ee5\u5feb\u901f\u7684\u53d1\u5e03\u5468\u671f\u5f15\u9886\u4e2d\u56fd\u7684\u5f00\u6e90\u6d6a\u6f6e\uff0c\u4f7f\u5f00\u53d1\u8005\u7684\u6bcf token \u6210\u672c\u4fdd\u6301\u8f83\u4f4e\u3002\u963f\u91cc\u4e91 2024 \u5e74\u4e91\u4e1a\u52a1\u8425\u6536\u589e\u957f 34% \u81f3 398 \u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u4e3a\u968f\u7740 Qwen \u4f7f\u7528\u89c4\u6a21\u6269\u5927\u800c\u6355\u83b7\u5fae\u8c03\u548c\u63a8\u7406\u652f\u51fa\u5960\u5b9a\u57fa\u7840\u3002\u5168\u7403\u5f71\u54cd\uff1aQwen \u7684\u53ef\u53ca\u6027\u6b63\u5728\u5c06\u65b0\u5174\u5e02\u573a\u7684\u4e2d\u5c0f\u4f01\u4e1a\u62c9\u5165\u4f01\u4e1a\u7ea7 AI\uff0c\u65e0\u9700\u4e13\u6709\u6388\u6743\u8d39\u7528\u3002<\/p>\n

2. Tencent Holdings (TCEHY) – \u5e02\u503c\u7ea6 5,938.1 \u4ebf\u7f8e\u5143\u4e14\u4ee5\u54c1\u724c\u4ef7\u503c\u4f4d\u5c45\u4e2d\u56fd\u9996\u4f4d\uff0cTencent \u80fd\u5c06\u5f00\u6e90 AI \u5206\u53d1\u5230 WeChat\u3001\u6e38\u620f\u4e0e\u91d1\u878d\u79d1\u6280\u573a\u666f\u3002\u91cc\u7a0b\u7891\uff1a\u5176\u6d88\u8d39\u8005\u89e6\u8fbe\u548c\u652f\u4ed8\u94fe\u8def\u4f7f\u5176\u6210\u4e3a AI \u4ee3\u7406\u7684\u5929\u7136\u8d27\u5e01\u5316\u8005\uff0c\u800c\u4e91\u4ea7\u54c1\u5c06\u5f00\u6e90\u6a21\u578b\u6574\u5408\u5230\u4f01\u4e1a\u670d\u52a1\u4e2d\u3002\u5168\u7403\u5f71\u54cd\uff1a\u8de8\u5883\u6e38\u620f\u4e0e\u91d1\u878d\u79d1\u6280\u4e3a\u5176\u63d0\u4f9b\u4e86\u4e2d\u56fd\u5927\u9646\u4e4b\u5916\u7684\u6570\u636e\u548c\u5206\u53d1\u6e20\u9053\u3002<\/p>\n

3. Baidu Inc. (BIDU) – Baidu \u7684 PaddlePaddle \u662f\u4e2d\u56fd\u6700\u6210\u719f\u7684\u5f00\u6e90\u6df1\u5ea6\u5b66\u4e60\u6846\u67b6\u4e4b\u4e00\uff0c\u652f\u6491\u7740\u4e00\u4e2a\u5411 ERNIE \u5806\u6808\u548c\u5782\u76f4\u89e3\u51b3\u65b9\u6848\u8f93\u9001\u5f00\u53d1\u8005\u751f\u6001\u3002\u91cc\u7a0b\u7891\uff1a\u591a\u5e74\u5f00\u6e90\u5de5\u5177\u79ef\u7d2f\u8d4b\u4e88 Baidu \u5728\u4f01\u4e1a\u6df7\u5408\u90e8\u7f72\u4e2d\u8d62\u5f97\u4f18\u52bf\u7684\u80fd\u529b\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e9a\u6d32\u5730\u533a\u7684\u5f00\u53d1\u8005\u91c7\u7528\u652f\u6301\u4e3b\u6743 AI \u6784\u5efa\u3002<\/p>\n

4. iFlytek Co. (002230.SZ) – \u4e2d\u56fd\u7684\u8bed\u97f3 AI \u9886\u519b\u4f01\u4e1a\u6b63\u5728\u5c06 LLM \u5d4c\u5165\u8bed\u97f3\u52a9\u624b\u3001\u6559\u80b2\u4e0e\u529e\u516c\u5de5\u5177\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u666e\u901a\u8bdd\u4e0e\u65b9\u8a00\u8bed\u97f3\u6280\u672f\u4e0a\u7684\u957f\u671f\u4f18\u52bf\uff0c\u4f7f iFlytek \u6210\u4e3a\u6587\u672c LLM \u4e0e\u591a\u6a21\u6001\u754c\u9762\u4e4b\u95f4\u7684\u81ea\u7136\u6865\u6881\u3002\u5168\u7403\u5f71\u54cd\uff1a\u591a\u8bed\u79cd\u8bed\u97f3 AI \u964d\u4f4e\u4e86\u65b0\u5174\u5e02\u573a\u7684\u91c7\u7528\u95e8\u69db\u3002<\/p>\n

5. Inspur Information (000977.SZ) – \u4f5c\u4e3a\u5168\u7403\u524d\u4e09\u7684\u670d\u52a1\u5668\u4f9b\u5e94\u5546\uff0cInspur \u76f4\u63a5\u53d7\u76ca\u4e8e\u51fa\u4e8e\u6210\u672c\u548c\u4e3b\u6743\u539f\u56e0\u800c\u8fc1\u79fb\u5230\u672c\u5730\u7684 AI \u5de5\u4f5c\u8d1f\u8f7d\u3002\u91cc\u7a0b\u7891\uff1a\u5728 AI \u4f18\u5316\u670d\u52a1\u5668\u4e0a\u7684\u5f3a\u52b2\u4efd\u989d\u4f7f Inspur \u80fd\u4e3a Qwen \u4e0e DeepSeek \u7684\u90e8\u7f72\u4f9b\u5e94\u96c6\u7fa4\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u4e9a\u592a\u3001EMEA \u4e0e\u62c9\u7f8e\u7684\u4e91\u4e0e\u4f01\u4e1a\u6570\u636e\u4e2d\u5fc3\u4f9b\u8d27\u3002<\/p>\n

6. Lenovo Group (LNVGY) – Lenovo \u6b63\u63a8\u52a8 AI PC \u4e0e\u8fb9\u7f18\u670d\u52a1\u5668\uff0c\u5c06\u5f00\u6e90\u6a21\u578b\u76f4\u63a5\u5e26\u5230\u7ec8\u7aef\u3002\u91cc\u7a0b\u7891\uff1a\u4f5c\u4e3a\u5168\u7403\u6700\u5927\u7684 PC \u5236\u9020\u5546\uff0cLenovo \u53ef\u9884\u88c5\u6a21\u578b\u8fd0\u884c\u65f6\u548c\u52a0\u901f\u5668\uff0c\u964d\u4f4e\u4e91\u6210\u672c\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5168\u7403\u6e20\u9053\u89e6\u8fbe\u5c06\u4e2d\u56fd\u7684\u5f00\u6e90\u521b\u65b0\u8f6c\u5316\u4e3a\u5168\u7403\u8bbe\u5907\u4f53\u9a8c\u3002<\/p>\n

7. Cambricon Technologies (688256.SH) – Cambricon \u7684 NPU \u9762\u5411\u6570\u636e\u4e2d\u5fc3\u4e0e\u8fb9\u7f18\u63a8\u7406\uff0c\u7ed9\u4e2d\u56fd\u4f01\u4e1a\u63d0\u4f9b\u4e86\u4e00\u4e2a\u672c\u571f\u7b97\u529b\u8def\u5f84\u3002\u91cc\u7a0b\u7891\uff1a\u5411\u670d\u52a1\u5668\u548c\u5d4c\u5165\u5f0f\u8bbe\u5907\u4ea4\u4ed8\u52a0\u901f\u5668\uff0c\u4ee5\u9ad8\u6548\u8fd0\u884c\u5f00\u6e90 LLM\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4f7f\u5168\u7403 AI \u4f9b\u5e94\u94fe\u591a\u6837\u5316\uff0c\u964d\u4f4e\u5bf9\u5355\u4e00\u5382\u5546 GPU \u7684\u4f9d\u8d56\u3002<\/p>\n

8. Kingsoft Cloud (KC) – \u63d0\u4f9b\u6210\u672c\u4f18\u5316\u7684\u4e91\u670d\u52a1\uff0c\u6574\u5408\u5f00\u6e90\u6a21\u578b\u6808\u4ee5\u670d\u52a1\u4e2d\u56fd\u548c\u56fd\u9645\u5ba2\u6237\u3002\u91cc\u7a0b\u7891\uff1a\u5c06\u5b58\u50a8\u3001\u5411\u91cf\u6570\u636e\u5e93\u548c\u6a21\u578b\u7f16\u6392\u6346\u7ed1\u7684\u6df7\u5408\u89e3\u51b3\u65b9\u6848\u3002\u5168\u7403\u5f71\u54cd\uff1a\u662f\u4e1c\u5357\u4e9a\u6784\u5efa\u4e3b\u6743 AI \u5ba2\u6237\u7684\u5929\u7136\u5408\u4f5c\u4f19\u4f34\u3002<\/p>\n

9. BYD Company (BYDDY) – \u8fd9\u5bb6\u7535\u52a8\u6c7d\u8f66\u51a0\u519b\u6b63\u5728\u5411\u8f66\u8f86\u6ce8\u5165\u8f66\u8f7d AI\uff0c\u7528\u4e8e\u4fe1\u606f\u5a31\u4e50\u3001\u9a7e\u9a76\u5458\u8f85\u52a9\u4e0e\u80fd\u91cf\u4f18\u5316\u3002\u91cc\u7a0b\u7891\uff1aFinDreams Battery \u62e5\u6709 17% \u7684\u5168\u7403 EV \u7535\u6c60\u4efd\u989d\uff0cBYD \u5728 2024 \u5e74\u300a\u8d22\u5bcc\u300b\u5168\u7403 500 \u5f3a\u4e2d\u6392\u540d\u7b2c 143\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5927\u89c4\u6a21\u51fa\u53e3\u5177\u5907 AI \u529f\u80fd\u7684\u7535\u52a8\u8f66\uff0c\u4f7f BYD \u62e5\u6709\u5f3a\u5927\u7684\u6570\u636e\u4e0e\u8f6f\u4ef6\u98de\u8f6e\u6548\u5e94\u3002<\/p>\n

\u4e3a\u4ec0\u4e48\u5f00\u6e90 AI \u9002\u5408\u65b0\u5174\u5e02\u573a<\/h3>\n

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\u98ce\u9669\u3001\u4f30\u503c\u4e0e\u5982\u4f55\u5e03\u5c40<\/h3>\n

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2025 \u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u5173\u6ce8\u70b9<\/h3>\n

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