“性价比”好得多！M2和K2“广受欢迎”，中国开源大模型冲击“AI编程”

华尔街见闻11-11

中国AI企业凭借大幅低于OpenAI、Anthropic和谷歌的价格，争夺快速增长的AI编程市场份额。 10月底，总部位于上海的AI初创公司MiniMax推出主攻编程和AI代理的开源大模型M2。而M2的定价仅为Anthropic旗下Claude Sonnet模型的8%。此外北京月之暗面在9月发布的Kimi K2模型同样引发关注。风险投资家Chamath Palihapitiya上月透露，其风投...

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M2 and K2 are \"popular\", and China's open source large model impacts \"AI programming\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"API":1,"AI":0.9},"content_text":"中国AI企业凭借大幅低于OpenAI、Anthropic和谷歌的价格，争夺快速增长的AI编程市场份额。\n10月底，总部位于上海的AI初创公司MiniMax推出主攻编程和AI代理的开源大模型M2。而M2的定价仅为Anthropic旗下Claude Sonnet模型的8%。\n此外北京月之暗面在9月发布的Kimi K2模型同样引发关注。风险投资家Chamath Palihapitiya上月透露，其风投公司的员工已将大量工作迁移至这款开源模型，称其\"性能更强，而且比OpenAI和Anthropic便宜得多\"。\n随着中国模型在性能和价格上不断证明其竞争力，它们不仅为本土AI公司开辟了至关重要的海外收入来源，也在快速增长的AI编程市场中占据一席之地。\n\n\n价格优势显著，性能毫不逊色\n\n中国AI模型在市场上的核心吸引力在于其突出的“性价比”。\n以MiniMax的M2为例，其每百万输出token的成本为1.20美元，而Anthropic的Claude Sonnet模型则高达15美元。巨大的价格差异使其迅速成为开发者的热门选项。\n低成本并未以牺牲性能为代价。根据AI模型比较平台LMArena的用户投票，M2在Web开发能力方面排名第四。在另一家基准测试公司Artificial Analysis编制的AI模型智能排行榜上，M2名列第五。\n其受欢迎程度也反映在实际使用中，在为开发者提供数百种模型的平台OpenRouter上，M2目前是基于token使用量第四受欢迎的模型，仅次于xAI、Anthropic和谷歌的模型。\n包括 Cline、Kilo Code 和 Roo Code 在内的多家开发编码助手的初创公司，已经将M2集成到它们的服务中，供用户选择。\n\n科技高管与资本青睐，中国模型获背书\n\n除了开发者社区的欢迎，中国AI编码模型还获得了来自美国科技高管和风险投资界的认可，为其可靠性提供了有力背书。\n美国云平台Vercel的首席执行官Guillermo Rauch在X上的一篇帖子中，将智谱AI于9月发布的GLM-4.6模型称为“一个惊人般出色的模型”。\nVercel已与这家由清华大学AI研究人员创立的公司达成合作，以最低的价格向其用户提供该模型。在多个排行榜上，主要为编码打造的GLM-4.6表现出强劲性能。\n与此同时，风险投资家Chamath Palihapitiya在上月的一档播客节目中透露，其风投公司已将大量工作负载迁移到月之暗面的开源模型Kimi K2上。\n他表示，Kimi K2“性能要好得多，而且坦率地说，比OpenAI和Anthropic便宜太多了”。\n月之暗面在9月发布了Kimi K2的更新版本，进一步增强了其编码能力。\n\n寻求海外增长，挑战与机遇并存\n\n对于DeepSeek、MiniMax、月之暗面和智谱AI等中国初创公司而言，吸引海外付费用户至关重要。\n由于企业客户对订阅付费持谨慎态度，AI公司在国内创收面临挑战。因此，通过应用程序编程接口（API）向海外客户收费，是它们实现增长的关键路径。\n而随着全球AI编码市场的整体扩张，对价格更低、性能“足够好”的选项的需求将持续存在。\n这为中国AI模型提供了一个巨大的市场机会，也给依赖AI Agent业务实现收入增长的美国AI公司带来了潜在的价格战压力。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2582877003","isCrawlerRequest":true}