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腾讯云年内第三次涨价：AI代码助手最高涨价150% ！
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href=\"https://laohu8.com/S/BIDU\">百度</a>智能云均已相继宣布上调相关产品价格。云计算行业的集体提价正在重塑市场定价逻辑，并引发资本市场对AI基础设施投资机会的广泛关注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/07889147b1884a64f8b396b72e5f230f\" tg-width=\"1024\" tg-height=\"831\"/></p><h2 id=\"id_3644059045\">涨幅显著，直指企业级用户</h2><p>腾讯云本次对CodeBuddy与WorkBuddy的<strong>调价幅度同样显著</strong>。</p><p>在3月11日的调价中，腾讯云主要对部分第三方模型结束免费公测、转为商用，同时调整混元系列模型价格，部分模型涨幅达463.13%。4月9日，腾讯云宣布将AI算力相关产品、容器服务TKE原生节点及弹性MapReduce相关产品服务价格统一上调5%，原因系“全球AI算力需求持续激增，核心硬件供应链成本大幅上涨”。</p><p>相比之下，<strong>本轮调价直接面向企业级用户。</strong>企业旗舰版更名为“SaaS企业版”，企业专享版更名为“专有云企业版”，两个版本均新增每月2000 Credits权益。为缓冲涨价影响，腾讯云宣布，在2026年5月15日至8月14日期间购买企业旗舰版的客户，首月每个付费license将额外获赠2000 Credits。</p><h2 id=\"id_1946790177\">全球云计算步入涨价周期</h2><p><strong>腾讯云的连续提价，折射出全球云计算行业的整体定价转向。</strong></p><p>亚马逊云科技于1月23日宣布上调EC2机器学习容量块价格约15%，其中p5e.48xlarge实例每小时费用由34.61美元涨至39.80美元。<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云于1月27日宣布，自2026年5月1日起对多项服务进行价格调整。</p><p>国内方面，阿里云于3月18日宣布对AI算力与文件存储服务提价，其中平头哥真武810E等算力卡相关服务价格上调5%至34%，CPFS智算版文件存储价格上调30%。<a href=\"https://laohu8.com/S/09888\">百度</a>智能云同日发布AI算力及存储产品调价公告，称对部分产品价格进行“结构性优化”。</p><p>值得注意的是，京东云选择逆势而行，于3月18日公开承诺全系核心产品不涨价，并对数据库、中间件等多款产品实施优惠，平均降幅超16%，最高降幅达40%。</p><h2 id=\"id_1204423269\">算力稀缺性凸显，机构看好AI Infra投资机会</h2><p>多家券商认为，<strong>此轮云厂商集体涨价的根本驱动力，在于AI推理需求的爆发式增长与硬件供给的结构性紧张。</strong></p><p>华龙证券指出，AI Agent应用爆发及OpenClaw框架的火爆导致算力需求激增，叠加硬件采购成本上涨，云计算行业或从“折扣战”进入新一轮“涨价周期”。</p><p>开源证券认为，AI应用普及与OpenClaw框架有望引爆推理需求，叠加<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>产能受限、硬件成本上行，市场正步入“卖方市场”。该机构判断涨价趋势或将持续，建议重视AI云IaaS领域的投资机会。</p><p><a href=\"https://laohu8.com/S/688648\">中邮</a>证券则从Token消耗角度提供量化支撑。据OpenRouter数据，3月16日至22日当周，Token调用量达20.4万亿，环比增长20.1%。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预测，中国AI推理Token消耗量将从2025年的约10千万亿增长至2030年的约3900千万亿，五年增长约370倍。中邮证券据此判断，AI Infra正同时受益于“量”与“价”的双重驱动，具备规模效应与核心技术优势的基础设施厂商，正在获得更强定价权。</p><h2 id=\"id_3120186387\">腾讯云拒绝"拼价格"，押注高质量增长路径</h2><p>在行业价格战背景下，腾讯云的连续提价也与其自身战略转型方向高度契合。</p><p>据华尔街见闻此前文章，腾讯集团副总裁、政企业务总裁李强明确表示，<strong>腾讯并不认同“低效率纯粹的拼价格”</strong>，并认为价格变化若非基于技术创新，难以长期持续，甚至可能对产业健康发展造成损害。他指出，真正受价格影响较大的主要是短信、网络流量等标准化产品，而核心应用与核心业务一旦部署在某一云平台，用户因迁移成本高、稳定性要求强，轻易转移的可能性较低。</p><p>腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生则表示，市场正进入精耕细作的新阶段，靠烧钱扩张团队、低价抢客户的策略边际收益已越来越低。腾讯云未来将不做“大水漫灌”、不搞“野蛮采摘”，回归以产品和服务为客户创造价值的商业本质。</p></body></html>","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\" />\n<title>腾讯云年内第三次涨价：AI代码助手最高涨价150% ！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯云年内第三次涨价：AI代码助手最高涨价150% ！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-28 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>云宣布，旗下AI编程助手产品将大幅提价，延续其近期的连续涨价动作。在全球AI算力需求激增、硬件成本持续攀升的背景下，云计算行业正加速告别“只降不升”的传统定价模式，步入新一轮涨价周期。</p><p>根据腾讯云官网4月28日公告，<strong>CodeBuddy与WorkBuddy产品将于2026年5月15日起执行新计费方案。</strong>其中，企业旗舰版价格由78元/人/月上调至198元/人/月，<strong>涨幅约154%</strong>；企业专享版由158元/人/月上调至316元/人/月，涨幅达100%。此次调价同时新增WorkBuddy办公能力与CloudAgent云端智能体平台等权益。</p><p><strong>这是腾讯云今年以来第三次宣布涨价。</strong>此前，公司已于3月11日对部分AI模型启动收费并调价，并于4月9日宣布对AI算力、容器服务及弹性MapReduce相关产品刊例价上调5%。</p><p>本轮涨价并非腾讯云个案。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云科技、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云、阿里云、<a href=\"https://laohu8.com/S/BIDU\">百度</a>智能云均已相继宣布上调相关产品价格。云计算行业的集体提价正在重塑市场定价逻辑，并引发资本市场对AI基础设施投资机会的广泛关注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/07889147b1884a64f8b396b72e5f230f\" tg-width=\"1024\" tg-height=\"831\"/></p><h2 id=\"id_3644059045\">涨幅显著，直指企业级用户</h2><p>腾讯云本次对CodeBuddy与WorkBuddy的<strong>调价幅度同样显著</strong>。</p><p>在3月11日的调价中，腾讯云主要对部分第三方模型结束免费公测、转为商用，同时调整混元系列模型价格，部分模型涨幅达463.13%。4月9日，腾讯云宣布将AI算力相关产品、容器服务TKE原生节点及弹性MapReduce相关产品服务价格统一上调5%，原因系“全球AI算力需求持续激增，核心硬件供应链成本大幅上涨”。</p><p>相比之下，<strong>本轮调价直接面向企业级用户。</strong>企业旗舰版更名为“SaaS企业版”，企业专享版更名为“专有云企业版”，两个版本均新增每月2000 Credits权益。为缓冲涨价影响，腾讯云宣布，在2026年5月15日至8月14日期间购买企业旗舰版的客户，首月每个付费license将额外获赠2000 Credits。</p><h2 id=\"id_1946790177\">全球云计算步入涨价周期</h2><p><strong>腾讯云的连续提价，折射出全球云计算行业的整体定价转向。</strong></p><p>亚马逊云科技于1月23日宣布上调EC2机器学习容量块价格约15%，其中p5e.48xlarge实例每小时费用由34.61美元涨至39.80美元。<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云于1月27日宣布，自2026年5月1日起对多项服务进行价格调整。</p><p>国内方面，阿里云于3月18日宣布对AI算力与文件存储服务提价，其中平头哥真武810E等算力卡相关服务价格上调5%至34%，CPFS智算版文件存储价格上调30%。<a href=\"https://laohu8.com/S/09888\">百度</a>智能云同日发布AI算力及存储产品调价公告，称对部分产品价格进行“结构性优化”。</p><p>值得注意的是，京东云选择逆势而行，于3月18日公开承诺全系核心产品不涨价，并对数据库、中间件等多款产品实施优惠，平均降幅超16%，最高降幅达40%。</p><h2 id=\"id_1204423269\">算力稀缺性凸显，机构看好AI Infra投资机会</h2><p>多家券商认为，<strong>此轮云厂商集体涨价的根本驱动力，在于AI推理需求的爆发式增长与硬件供给的结构性紧张。</strong></p><p>华龙证券指出，AI Agent应用爆发及OpenClaw框架的火爆导致算力需求激增，叠加硬件采购成本上涨，云计算行业或从“折扣战”进入新一轮“涨价周期”。</p><p>开源证券认为，AI应用普及与OpenClaw框架有望引爆推理需求，叠加<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>产能受限、硬件成本上行，市场正步入“卖方市场”。该机构判断涨价趋势或将持续，建议重视AI云IaaS领域的投资机会。</p><p><a href=\"https://laohu8.com/S/688648\">中邮</a>证券则从Token消耗角度提供量化支撑。据OpenRouter数据，3月16日至22日当周，Token调用量达20.4万亿，环比增长20.1%。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预测，中国AI推理Token消耗量将从2025年的约10千万亿增长至2030年的约3900千万亿，五年增长约370倍。中邮证券据此判断，AI Infra正同时受益于“量”与“价”的双重驱动，具备规模效应与核心技术优势的基础设施厂商，正在获得更强定价权。</p><h2 id=\"id_3120186387\">腾讯云拒绝"拼价格"，押注高质量增长路径</h2><p>在行业价格战背景下，腾讯云的连续提价也与其自身战略转型方向高度契合。</p><p>据华尔街见闻此前文章，腾讯集团副总裁、政企业务总裁李强明确表示，<strong>腾讯并不认同“低效率纯粹的拼价格”</strong>，并认为价格变化若非基于技术创新，难以长期持续，甚至可能对产业健康发展造成损害。他指出，真正受价格影响较大的主要是短信、网络流量等标准化产品，而核心应用与核心业务一旦部署在某一云平台，用户因迁移成本高、稳定性要求强，轻易转移的可能性较低。</p><p>腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生则表示，市场正进入精耕细作的新阶段，靠烧钱扩张团队、低价抢客户的策略边际收益已越来越低。腾讯云未来将不做“大水漫灌”、不搞“野蛮采摘”，回归以产品和服务为客户创造价值的商业本质。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e1090aaf3aafeb5167ffb8175428e8f","relate_stocks":{"LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) 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