DeepSeek 下周将推出 V4 大模型，新增支持图片、视频和文本生成功能。这是自 2025 年 1 月 R1 模型后的首次重大升级，进一步布局国内低成本开源市场。财信证券分析师认为，AI 应用商业化进程有望加速，尤其在春节期间，互联网厂商正借助高频消费场景推动技术落地。
国产大模型在全球开源和消费市场加速发展。阿里云春节期间密集布局，通义千问家族确立全球AI生态领先地位，标志着AI深度融入国民生活。其技术实力突出，Qwen 3.5在Hugging Face榜单表现强势，开源策略持续释放影响力。
春节期间，美团AI管家“小团”成为年轻人返乡的“赛博智囊”，从搜索工具升级为决策大脑，重塑社交方式并引流线下实体经济。其通过海量数据处理，精准核验真实消费信息，连接线上决策与线下体验，推动消费复苏。
蚂蚁集团春节AI业务爆发：支付宝“AI付”用户破亿，阿福APP用户也超1亿。AI技术首次大规模应用于春节，蚂蚁在支付与健康领域实现差异化突围。AI付深入日常消费场景，春节期间支付笔数显著增长。
Alibaba
$0.3
输入tokens/百万
-
输出tokens/百万
32
上下文长度
Deepseek
$2
$8
$1
Chatglm
128
01-ai
4
Baichuan
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