国庆假期，国内外AI公司资金与产品动作不断。最重磅的是DeepSeek：路透社10月6日援引知情人士称，其新一轮融资拟募超800亿元，预计10月内完成。该轮融资今年7月启动，原目标500亿元、讨论估值5000亿元；距其今年6月首次引入外部资金仅数月。
DeepSeek正推进第二轮融资。2026年前7个月营收约4.75亿元，是2025全年十倍，净亏损由9.35亿收窄至7.15亿。开源模型带来高毛利，业务增速显著，为潜在IPO铺路。6月完成首轮500亿元融资后，随即启动第二轮，计划募资500亿元。
国内AI大模型龙头DeepSeek重启第二轮融资，计划募资500亿元，投前估值约5000亿元，预计8月下旬签约。若完成，两轮累计募资突破1000亿元，估值较首轮提升约43%。首轮融资4月开启6月交割，以超3500亿元估值募资500亿元，刷新国内AI融资纪录。
百度2026年春节红包活动豪掷5亿元，主战场转移至百度APP文心助手，标志着其AI战略全面转向“全民应用”。活动借助春节流量，成功引导用户从传统搜索转向AI交互，AI功能体验人次突破5000万。
Google
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Input tokens/M
Output tokens/M
Context Length
Deepseek
$2
8
$1
Stepfun
32
Sensetime
$8
$32
128
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