全球AI行业焦点重回硬件端侧，受英伟达GTC大会等利好催化，6月1日AIPC概念股集体高开。北交所雷神科技股价飙升30%封涨停，成交额超3.85亿元，领涨板块。资本市场热潮主要源于芯片巨头的支持。
5月23日，DeepSeek宣布V4-Pro API自6月1日起永久降价至原价的四分之一，旨在吸引更多开发者，彰显其在AI领域的坚定决心。同时，公司正迎来融资热潮，宁德时代、京东、网易等大企业纷纷接洽，意图拓展AI数据中心电力设备等市场。
今年一季度AI领域融资近600起，总额超1100亿元，同比激增185.4%。国产大模型项目“月之暗面”“阶跃星辰”等5月获超300亿元融资，行业热潮持续升温。
搜狐CEO张朝阳在2026年搜狐科技论坛上明确表示，公司未参与大模型“第一阵营”的千亿参数研发，而是聚焦于基于自身业务的理性应用。这一策略反映了中型科技公司在AI热潮中的务实选择，通过资源聚焦和战略取舍，避开巨头竞争，专注于实际场景落地，体现了在生成式AI时代的生存智慧。
Xai
$1.4
Input tokens/M
$3.5
Output tokens/M
2k
Context Length
Anthropic
$105
$525
200
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
-
$6
$24
256
Baidu
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
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