计算机行业周报25年第28期：国产模型加速迭代大厂布局AIIDE赛道

中信建投证券2025-07-27

核心观点：阿里Qwen 模型三连开源，阶跃星辰新一代多模态推理基础模型Step3 大幅提升推理效率，国产模型能力持续向上。海外AICoding 赛道火热，GitHub Copilot 2024 年12 月约实现4 亿ARR，Cursor 已突破5 亿ARR，Windsurf 亦在2025 年4 月突破1 亿ARR。国内字节TRAE、阿里通义灵码AI IDE、腾讯CodeBuddy IDE等大厂产品...

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计算机行业周报25年第28期：国产模型加速迭代 大厂布局AIIDE赛道

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计算机行业周报25年第28期：国产模型加速迭代大厂布局AIIDE赛道