尽管OpenAI营收未达预期导致科技股承压，但投资者仍保持韧性，未因负面报道放缓出资。分析指出，AI竞赛尚处早期，不会“赢家通吃”，虽计算成本高企，但提价策略可缓解营收压力。
4月8日，港股科技股迎来集体上涨，主要受全球AI技术突破和应用落地加速的利好推动。大模型及AI应用板块开盘表现强劲，智谱AI和MiniMax成为市场焦点，分别高开近15%和超过8%，引领板块上涨。
2025年AI热潮推动科技股创新高，硅谷富豪们正大规模套现。数据显示，科技公司高管及创始人全年累计变现超160亿美元，创近年新高。其中贝索斯以57亿美元领衔。这波操作既是对AI牛市的精准把握，也反映出对高估值窗口期的利用。
谷歌CEO皮查伊警告AI投资存在非理性泡沫，破裂将冲击所有公司包括谷歌。他指出当前科技股上涨与AI热潮相关，但市场担忧已引发全球股市下滑。皮查伊强调没有企业能在这场潜在危机中独善其身。
Sensetime
$3
Input tokens/M
$9
Output tokens/M
128
Context Length
-
$8
$32
Minimax
Moonshot
$2
$10
8
$1
$16
131
01-ai
4
%20--%3e%3cdefs%3e%3cstyle%3e%20.st0%20{%20fill:%20%23061b40;%20}%20.st1%20{%20fill:%20%23306af1;%20}%20.st2%20{%20fill:%20%235ce5cf;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpath%20class='st0'%20d='M55,10.5h9v3h-9v9h12V7.5h-12v3ZM64,19.5h-6v-3h6v3Z'/%3e%3cpolygon%20class='st0'%20points='69%2016.5%2078%2016.5%2078%2019.5%2069%2019.5%2069%2022.5%2081%2022.5%2081%2013.5%2072%2013.5%2072%2010.5%2081%2010.5%2081%207.5%2069%207.5%2069%2016.5'/%3e%3cpolygon%20class='st0'%20points='95%2010.5%2095%207.5%2083%207.5%2083%2022.5%2095%2022.5%2095%2019.5%2086%2019.5%2086%2016.5%2095%2016.5%2095%2013.5%2086%2013.5%2086%2010.5%2095%2010.5'/%3e%3cpath%20class='st0'%20d='M40,1.5v21h11.6l1.4-1.4v-7.6h0c0,0-1.4-1.5-1.4-1.5l1.4-1.4V2.9l-1.4-1.4h-11.6ZM50,19.5h-7v-6h7v6ZM50,10.5h-7v-6h7v6Z'/%3e%3c/g%3e%3cpath%20class='st1'%20d='M23.1,24L14.7,4.8l-4.9,11.2h3.8l-1.8,4H3.3L12.1,0H2C.9,0,0,.9,0,2v20c0,1.1.9,2,2,2h21.1Z'/%3e%3cpath%20class='st2'%20d='M34,0h-16.8l10.6,24h6.2c1.1,0,2-.9,2-2V2C36,.9,35.1,0,34,0ZM32.5,20h-4V4h4v16Z'/%3e%3c/svg%3e)
