深圳华强北春节期间营收增长35%，AI眼镜销量激增70%-80%，成为“单品王”。产品通过亚马逊等平台主攻美国市场，该市场正呈现高端与平价产品博弈的格局。
全球AI需求激增推动中国云计算市场格局变化。阿里云2025年第三季度市场份额从34%升至36%，连续三个季度增长，AI成为其核心增长动力。
Anthropic即将发布中端模型Claude Sonnet5，主打高性价比，旨在以中端价格提供旗舰性能，可能重塑大型语言模型市场格局。
SpaceX计划发射超百万颗低轨卫星，构建太空“轨道数据中心”，利用太空环境优势直接进行AI计算。该计划旨在打造算力高达80EFLOPS的太空AI超算集群，对传统地面数据中心模式构成跨代级挑战，可能重塑全球算力市场格局。
Baichuan
$15
输入tokens/百万
输出tokens/百万
32
上下文长度
Tencent
$3.5
$7
4
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