小米大模型：不谈“颠覆”，只谈“活着”的性价比

AI资本局12-17

今天，小米发布并开源了最新MoE大模型MiMo-V2-Flash。老实说，当看到“309B参数”这个数字时，下意识的反应是：也不是太大呀。但如果我们把目前主流的开源模型按总参数量画一个金字塔，那么MiMo-V2-Flash (309B) 也处于塔第一梯队：DeepSeek-V3/R1: 总参数 671B（MoE架构）；Llama 3.1 405B: 总参数 405B（稠密模型）；Grok-1: 总...

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精彩评论

EEMCC
12-17
EEMCC
只是活着啊，难怪今天股价不涨反跌。

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这个架构很有意思。总参数3090亿，保证了它的“脑容量”，知识覆盖面够广；但干活的时候，每次只调动150亿参数。就像雇了一个拥有300人智库的机构，但平时处理具体任务时，只派最懂行的15个人出面。为什么要这么做？为了速度和成本。对于卖手机、卖车的小米来说，“反应慢”是致命的。想象一下，你开着小米SU7，喊一声“帮我规划路线”，如果车机要反应3秒钟才能回答，你可能早就错过路口了。15B的激活参数，恰好卡在高性能边缘计算和低成本云端推理的“甜点区”，Qwen用在AI眼镜上的模型，也在这个区间。它比纯粹的端侧小模型要聪明，又足够快，所以叫Flash。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。醉翁之意不在“聊”，在“OS”很用户看大模型，盯着看它能不能写代码、能不能写周报。但对小米来说，MiMo-V2-Flash的战场不在聊天框里。雷军现在手里的牌是“人车家全生态”。这个生态最缺的是什么？是粘合剂。以前的智能家居和车机，所谓的“智能”其实是“指令集”——你得按特定的句式说话它才听得懂。而大模型是用来把这些硬件变成“Agent”的。小米这次特意强调了“Agent场景”和“代码能力”以及物理世界感知，这非常关键。这意味着在这个模型眼里，你的手机不仅仅是一个问答机器，而是一个能调用APP、能操作系统，且能够跟物理世界直接交互的工具人。DeepSeek也好，Qwen也好，它们在通用领域很强，但它们还没有硬件入口。小米有数以亿计的手机和50万台在路上跑的小米汽车，它需要一个自家的、可控的、成本极低的模型来接管这些设备的底层交互，这样大模型在操作系统层面的“全天候待机”才有经济上的可能性。雷军为何选择开源？最后说说开源。小米为什么要把这么大的模型开源？AI资本局认为，除了“技术自信”这种场面话，更深层的原因是：焦虑。在国内，阿里千问和DeepSeek在开源社区的统治力太强了。开发者习惯了用Qwen微调，习惯了DeepSeek的生态，这对小米的HyperOS生态是个威胁。如果未来的AI原生应用都是基于别人的基座开发的，小米在系统层面的话语权就会被稀释。把MiMo-V2-Flash开源，是在向开发者喊话：“来我这儿玩，我的模型虽然大，但推理便宜，而且完美适配小米的硬件。”这是在争夺未来AI应用的“定义权”。所以，小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 4.5，但肯定不是全世界最聪明的模型，不过它一定是最适合小米当前商业逻辑的模型。在别的厂商还在比拼谁的模型更像“神”的时候，小米做了一个更像“人”的决定：把价格打下来，把速度提上去，然后把它塞进你生活的每一个缝隙里。这很雷军，也很小米。扩展阅读：小米425亿闪电配售背后的战略抉择：AI与汽车双线突围的资本逻辑","kind":"news","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":[{"id":511715889967944,"gmtCreate":1765957679202,"gmtModify":1765957681457,"author":{"id":"4172493837525812","authorId":"4172493837525812","name":"EEMCC","avatar":"https://static.tigerbbs.com/b83567b1e7854d6fc8dc5efe256b6e28","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4172493837525812","idStr":"4172493837525812"},"htmlText":"只是活着啊，难怪今天股价不涨反跌。","listText":"只是活着啊，难怪今天股价不涨反跌。","text":"只是活着啊，难怪今天股价不涨反跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511715889967944","repostId":2592962390,"repostType":2,"repost":{"id":"2592962390","kind":"news","pubTimestamp":1765955012,"share":"https://www.laohu8.com/m/news/2592962390?lang=zh_CN&edition=full","pubTime":"2025-12-17 15:03","market":"hk","language":"zh","title":"小米大模型：不谈“颠覆”，只谈“活着”的性价比","url":"https://stock-news.laohu8.com/highlight/detail?id=2592962390","media":"AI资本局","summary":"今天，小米发布并开源了最新MoE大模型MiMo-V2-Flash。对于卖手机、卖车的小米来说，“反应慢”是致命的。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。而大模型是用来把这些硬件变成“Agent”的。所以，小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 4.5，但肯定不是全世界最聪明的模型，不过它一定是最适合小米当前商业逻辑的模型。","content":"<html><body><article><p>今天，<a href=\"https://laohu8.com/S/XIACY\">小米</a>发布并开源了最新MoE大模型MiMo-V2-Flash。老实说，当看到“309B参数”这个数字时，下意识的反应是：也不是太大呀。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251217150918682v201o4plavignpq\"/><p>但如果我们把目前主流的开源模型按总参数量画一个金字塔，那么MiMo-V2-Flash (309B) 也处于塔第一梯队：DeepSeek-V3/R1: 总参数 671B（MoE架构）；Llama 3.1 405B: 总参数 405B（稠密模型）；Grok-1: 总参数 314B（MoE架构）；Qwen3：总参数235B激活参数22B (MoE)。</p><p>而细看“激活参数15B”，那股熟悉的“<a href=\"https://laohu8.com/S/01810\">小米</a>味儿”立马就回来了。</p><p>虽然罗福莉在演讲时说到了MiMo-V2-Flash在代码和Agent测评基准测试中的表现，但核心还是那句<strong>“极致推理效率”</strong>。AI资本局认为，MiMo-V2-Flash不是一个为了在榜单上刷分、或者为了写诗作画而生的模型。这是一个带着点“过日子”精打细算的工程产物。在如今言必称“AGI”的宏大叙事里，<a href=\"https://laohu8.com/S/81810\">小米</a>这步棋走得很像当年的红米手机——<strong>不谈星辰大海，先让你用得起、跑得动。</strong></p><p><strong>309B的外壳，15B的心跳</strong></p><p>MiMo-V2-Flash 这个架构很有意思。总参数3090亿，保证了它的“脑容量”，知识覆盖面够广；但干活的时候，每次只调动150亿参数。就像雇了一个拥有300人智库的机构，但平时处理具体任务时，只派最懂行的15个人出面。</p><p>为什么要这么做？为了<strong>速度</strong>和<strong>成本</strong>。</p><p>对于卖手机、卖车的小米来说，“反应慢”是致命的。想象一下，你开着小米SU7，喊一声“帮我规划路线”，如果车机要反应3秒钟才能回答，你可能早就错过路口了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251217150925622v201b66dp38hyo9\"/><p><strong>15B的激活参数，恰好卡在高性能边缘计算和低成本云端推理的“甜点区”</strong><strong>，</strong><strong>Qwen用在AI眼镜上的模型，也在这个区间</strong><strong>。</strong>它比纯粹的端侧小模型要聪明，又足够快，所以叫Flash。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。</p><p><strong>醉翁之意不在</strong>“聊”，在“OS”</p><p>很用户看大模型，盯着看它能不能写代码、能不能写周报。但对小米来说，MiMo-V2-Flash的战场不在聊天框里。</p><p>雷军现在手里的牌是“人车家全生态”。这个生态最缺的是什么？是<strong>粘合剂</strong>。</p><p>以前的智能家居和车机，所谓的“智能”其实是“指令集”——你得按特定的句式说话它才听得懂。而大模型是用来把这些硬件变成“Agent”的。</p><p>小米这次特意强调了“Agent场景”和“代码能力”以及物理世界感知，这非常关键。这意味着在这个模型眼里，你的手机不仅仅是一个问答机器，而是一个能调用APP、能操作系统，且能够跟物理世界直接交互的工具人。</p><p>DeepSeek也好，Qwen也好，它们在通用领域很强，但它们还没有硬件入口。小米有数以亿计的手机和50万台在路上跑的小米汽车，它需要一个自家的、可控的、成本极低的模型来接管这些设备的底层交互，这样大模型在操作系统层面的“全天候待机”才有经济上的可能性。</p><p><strong>雷军为何选择</strong><strong>开源</strong><strong>？</strong></p><p>最后说说开源。小米为什么要把这么大的模型开源？</p><p>AI资本局认为，除了“技术自信”这种场面话，更深层的原因是：<strong>焦虑</strong>。</p><p>在国内，<a href=\"https://laohu8.com/S/BABA\">阿里</a>千问和DeepSeek在开源社区的统治力太强了。开发者习惯了用Qwen微调，习惯了DeepSeek的生态，这对小米的HyperOS生态是个威胁。如果未来的AI原生应用都是基于别人的基座开发的，小米在系统层面的话语权就会被稀释。</p><p>把MiMo-V2-Flash开源，是在向开发者喊话：“来我这儿玩，我的模型虽然大，但推理便宜，而且完美适配小米的硬件。”<strong>这是在争夺未来</strong>AI应用的“定义权”。</p><p><strong>所以，</strong>小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 4.5，但肯定不是全世界最聪明的模型，<strong>不过</strong><strong>它一定是最适合小米当前商业逻辑的模型。</strong></p><p>在别的厂商还在比拼谁的模型更像“神”的时候，小米做了一个更像“人”的决定：<strong>把价格打下来，把速度提上去，然后把它塞进你生活的每一个缝隙里。</strong></p><p><strong>这很雷军，也很小米。</strong></p><p>扩展阅读：</p><p>小米425亿闪电配售背后的战略抉择：AI与汽车双线突围的资本逻辑</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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671B（MoE架构）；Llama 3.1 405B: 总参数 405B（稠密模型）；Grok-1: 总...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217151234a455b8d2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK1615":"港股-互联网","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","XIACY":"小米集团ADR","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) 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(HKD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217151234a455b8d2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592962390","content_text":"今天，小米发布并开源了最新MoE大模型MiMo-V2-Flash。老实说，当看到“309B参数”这个数字时，下意识的反应是：也不是太大呀。但如果我们把目前主流的开源模型按总参数量画一个金字塔，那么MiMo-V2-Flash (309B) 也处于塔第一梯队：DeepSeek-V3/R1: 总参数 671B（MoE架构）；Llama 3.1 405B: 总参数 405B（稠密模型）；Grok-1: 总参数 314B（MoE架构）；Qwen3：总参数235B激活参数22B (MoE)。而细看“激活参数15B”，那股熟悉的“小米味儿”立马就回来了。虽然罗福莉在演讲时说到了MiMo-V2-Flash在代码和Agent测评基准测试中的表现，但核心还是那句“极致推理效率”。AI资本局认为，MiMo-V2-Flash不是一个为了在榜单上刷分、或者为了写诗作画而生的模型。这是一个带着点“过日子”精打细算的工程产物。在如今言必称“AGI”的宏大叙事里，小米这步棋走得很像当年的红米手机——不谈星辰大海，先让你用得起、跑得动。309B的外壳，15B的心跳MiMo-V2-Flash 这个架构很有意思。总参数3090亿，保证了它的“脑容量”，知识覆盖面够广；但干活的时候，每次只调动150亿参数。就像雇了一个拥有300人智库的机构，但平时处理具体任务时，只派最懂行的15个人出面。为什么要这么做？为了速度和成本。对于卖手机、卖车的小米来说，“反应慢”是致命的。想象一下，你开着小米SU7，喊一声“帮我规划路线”，如果车机要反应3秒钟才能回答，你可能早就错过路口了。15B的激活参数，恰好卡在高性能边缘计算和低成本云端推理的“甜点区”，Qwen用在AI眼镜上的模型，也在这个区间。它比纯粹的端侧小模型要聪明，又足够快，所以叫Flash。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。醉翁之意不在“聊”，在“OS”很用户看大模型，盯着看它能不能写代码、能不能写周报。但对小米来说，MiMo-V2-Flash的战场不在聊天框里。雷军现在手里的牌是“人车家全生态”。这个生态最缺的是什么？是粘合剂。以前的智能家居和车机，所谓的“智能”其实是“指令集”——你得按特定的句式说话它才听得懂。而大模型是用来把这些硬件变成“Agent”的。小米这次特意强调了“Agent场景”和“代码能力”以及物理世界感知，这非常关键。这意味着在这个模型眼里，你的手机不仅仅是一个问答机器，而是一个能调用APP、能操作系统，且能够跟物理世界直接交互的工具人。DeepSeek也好，Qwen也好，它们在通用领域很强，但它们还没有硬件入口。小米有数以亿计的手机和50万台在路上跑的小米汽车，它需要一个自家的、可控的、成本极低的模型来接管这些设备的底层交互，这样大模型在操作系统层面的“全天候待机”才有经济上的可能性。雷军为何选择开源？最后说说开源。小米为什么要把这么大的模型开源？AI资本局认为，除了“技术自信”这种场面话，更深层的原因是：焦虑。在国内，阿里千问和DeepSeek在开源社区的统治力太强了。开发者习惯了用Qwen微调，习惯了DeepSeek的生态，这对小米的HyperOS生态是个威胁。如果未来的AI原生应用都是基于别人的基座开发的，小米在系统层面的话语权就会被稀释。把MiMo-V2-Flash开源，是在向开发者喊话：“来我这儿玩，我的模型虽然大，但推理便宜，而且完美适配小米的硬件。”这是在争夺未来AI应用的“定义权”。所以，小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 4.5，但肯定不是全世界最聪明的模型，不过它一定是最适合小米当前商业逻辑的模型。在别的厂商还在比拼谁的模型更像“神”的时候，小米做了一个更像“人”的决定：把价格打下来，把速度提上去，然后把它塞进你生活的每一个缝隙里。这很雷军，也很小米。扩展阅读：小米425亿闪电配售背后的战略抉择：AI与汽车双线突围的资本逻辑","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"01810":1.96,"XIACY":1.96,"HXXD.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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