演语科技不研发底层大模型，凭多款AI创作应用三年崛起，现启动香港IPO，估值高达30亿美元，引发AI应用层“中间商”商业价值与竞争壁垒探讨。
AI正深入生产核心，智能体将全面渗透产业，并向“AI操作系统”演进，用户只需下达任务，系统即可自动拆解并调度多个智能体协同完成。技术底座持续爬坡，应用层爆发已成必然，未来几年是Agentic AI落地黄金期。它大幅降低构建门槛，人人皆可成为创作者，知识本体成为关键。
百度移动生态事业群组于2026年6月6日宣布组织架构调整，核心是整合资源以提升AI时代运营效率。具体措施包括合并原商业部与电商事业部，成立大商业事业部，并将数字人创新业务部升级为独立部门。此前，其数字人品牌“慧播星”已在5月的Create2026大会上全面升级，体现百度在AI应用层的战略布局。
百度创始人李彦宏在Create2026大会上提出AI时代新指标——日活智能体数（DAA），认为其比Token数更能反映AI生态的产出价值。他强调AI竞争已转向执行力，智能体成为应用层核心，并预测未来全球日活智能体数将突破100亿量级。
Openai
$2.8
输入tokens/百万
$11.2
输出tokens/百万
1k
上下文长度
Xai
$1.4
$3.5
2k
-
Anthropic
$105
$525
200
Google
$0.7
$7
$35
$2.1
$17.5
$21
Alibaba
Baidu
128
$6
$24
256
Bytedance
$1.2
$3.6
4
$2
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