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逢敌便杀
06-11
//
@nitro
: 那你倒是快降啊，村头的厕所都快没纸了
OpenAI正考虑大幅降价，降低Token收费
逢敌便杀
04-24
$道琼斯指数主连 2606(YMmain)$
逢敌便杀
09-01
这篇文章不错，转发给大家看看
黑芝麻智能盘初股价冲上12%，上半年营收同比增长81.3%至4.58亿元
去老虎APP查看更多动态
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10:14","market":"hk","language":"zh","title":"黑芝麻智能盘初股价冲上12%，上半年营收同比增长81.3%至4.58亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664882827","media":"新浪港股","summary":"$黑芝麻智能$盘初曾涨超12%，截至发稿，股价上涨10.38%，现报10.95港元，成交额8314万港元。$黑芝麻$智能发布中期业绩，上半年营收高达4.58亿元，同比增长81.3%，实现连续四年同比高增长，其中，公司芯片整体出货达600万片以上。此外，公司第二增长曲线加速成形，具身智能及解决方案实现营收达4720万元，且在手订单饱满。具身智能及解决方案业务从项目验证迈入规模化增长阶段，第二增长曲线全面成型，贡献全新核心收入增量。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>盘初曾涨超12%，截至发稿，股价上涨10.38%，现报10.95港元，成交额8314万港元。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/000716\">黑芝麻</a>智能发布中期业绩，上半年营收高达4.58亿元，同比增长81.3%，实现连续四年同比高增长，其中，公司芯片整体出货达600万片以上。此外，公司第二增长曲线加速成形，具身智能及解决方案实现营收达4720万元，且在手订单饱满。</p><p style=\"text-align: left;\">公告显示，2026年上半年，公司智能汽车成熟盘稳固发展，高阶与跨域产品商业化持续推进；同期完成对亿智电子的收购整合，全梯度产品矩阵全面成型，为泛AI场景规模化拓展奠定基础。具身智能及解决方案业务从项目验证迈入规模化增长阶段，第二增长曲线全面成型，贡献全新核心收入增量。报告期内，SesameX具身智能平台加速落地，Kalos、Aura模组实现规模化出货，Liora高阶模组完成算法验证，即将启动送样测试。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09d6481a1629d4dd8095ac8b309c9ffe\" data-align=\"center\" tg-width=\"1098\" tg-height=\"761\"/><span></span></p></body></html>","source":"sina","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>黑芝麻智能盘初股价冲上12%，上半年营收同比增长81.3%至4.58亿元</title>\n<style 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href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-01/doc-iniqhsea4753956.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df0465ad79dd4e18a5a9c33f5c4e9b17","relate_stocks":{"02533":"黑芝麻智能"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-01/doc-iniqhsea4753956.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2664882827","content_text":"黑芝麻智能盘初曾涨超12%，截至发稿，股价上涨10.38%，现报10.95港元，成交额8314万港元。黑芝麻智能发布中期业绩，上半年营收高达4.58亿元，同比增长81.3%，实现连续四年同比高增长，其中，公司芯片整体出货达600万片以上。此外，公司第二增长曲线加速成形，具身智能及解决方案实现营收达4720万元，且在手订单饱满。公告显示，2026年上半年，公司智能汽车成熟盘稳固发展，高阶与跨域产品商业化持续推进；同期完成对亿智电子的收购整合，全梯度产品矩阵全面成型，为泛AI场景规模化拓展奠定基础。具身智能及解决方案业务从项目验证迈入规模化增长阶段，第二增长曲线全面成型，贡献全新核心收入增量。报告期内，SesameX具身智能平台加速落地，Kalos、Aura模组实现规模化出货，Liora高阶模组完成算法验证，即将启动送样测试。","news_type":1,"symbols_score_info":{"02533":2.1}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573932959134328,"gmtCreate":1781149992528,"gmtModify":1781154928728,"author":{"id":"4124833128946452","authorId":"4124833128946452","name":"逢敌便杀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124833128946452","idStr":"4124833128946452"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3574766177886637\">@nitro</a>: 那你倒是快降啊，村头的厕所都快没纸了","listText":"//<a href=\"https://laohu8.com/U/3574766177886637\">@nitro</a>: 那你倒是快降啊，村头的厕所都快没纸了","text":"//@nitro: 那你倒是快降啊，村头的厕所都快没纸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573932959134328","repostId":"1102824334","repostType":4,"repost":{"id":"1102824334","kind":"news","pubTimestamp":1781142004,"share":"https://www.laohunote.com/m/news/1102824334?lang=zh_CN&edition=full","pubTime":"2026-06-11 09:40","market":"us","language":"zh","title":"OpenAI正考虑大幅降价，降低Token收费","url":"https://stock-news.laohu8.com/highlight/detail?id=1102824334","media":"华尔街见闻","summary":"OpenAI正考虑大幅降价，考虑降低Token收费。（华尔街日报）","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">OpenAI正密谋大幅削减Token收费，直接狙击劲敌Anthropic，一场烧钱价格战山雨欲来。两家公司已深陷数十亿美元亏损泥潭，降价或进一步蚕食本已岌岌可危的利润空间。更棘手的是，双方均处于IPO前夕，如何在不放大亏损的前提下抢占市场份额，将成为投资者给出估值的终极拷问。</p></blockquote><p style=\"text-align: justify;\">OpenAI正酝酿对其AI服务实施大幅降价，将矛头直指竞争对手Anthropic，一场围绕企业客户的价格战正在成形。</p><p style=\"text-align: justify;\">据《华尔街日报》周三报道，据知情人士透露，<strong>OpenAI正在评估大幅削减Token收费的方案。</strong>Token是AI公司计量和收费的基本单位，<strong>此举旨在抢占Anthropic的市场份额，同时也是对Anthropic预期将采取类似降价行动的提前应对。</strong></p><p style=\"text-align: justify;\">相关讨论目前仍处于变动之中。OpenAI首席执行官Sam Altman近期在一场活动上坦言，AI使用成本已成为“一个巨大的问题”，并表示“我们将有很多方式帮助用户以更少的支出获得更多价值”。</p><p style=\"text-align: justify;\">此次降价讨论对两家公司均构成财务压力。OpenAI和Anthropic目前均因AI系统处理查询和执行任务所需的庞大算力成本而持续亏损数十亿美元，大幅降价可能进一步侵蚀两家公司本已承压的利润空间。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>Anthropic崛起，OpenAI承压</strong></h2><p style=\"text-align: justify;\">OpenAI此番降价考量，折射出其在企业客户争夺战中面临的竞争压力。</p><p style=\"text-align: justify;\">Anthropic的编程工具Claude Code在软件工程师群体中迅速走红，带动该公司营收大幅攀升，这家成立五年的初创企业估值近期首次超越OpenAI。对此，OpenAI已将自家编程工具Codex列为公司重点发展方向。</p><p style=\"text-align: justify;\">然而，企业客户的AI支出热情正在降温。部分大手笔投入Anthropic产品的企业已开始寻求控制开支。<strong>今年早些时候，Uber一位高管表示该公司2026年的自主AI使用预算已告罄；另有一家公司负责人上月表示，难以将AI编程效率的提升与新客户功能的落地直接挂钩。</strong></p><p style=\"text-align: justify;\">上述表态在硅谷引发了关于"tokenmaxxing"的广泛讨论——即不计回报地尽可能多使用Token以提升生产力的做法是否合理。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>价格战考验商业模式，IPO前景添变数</strong></h2><p style=\"text-align: justify;\">一场价格战将成为两家公司商业模式的早期压力测试，而两家公司均正处于备受瞩目的上市前夕。OpenAI和Anthropic目前占据了新兴AI产品营收的主要份额，支撑了各自的快速成长。但投资者长期以来识别出的一个潜在风险在于，两家公司产品的可替代性较高，客户从一家切换至另一家的门槛相对较低。</p><p style=\"text-align: justify;\">OpenAI本周已秘密提交IPO申请，步Anthropic之后尘。Sam Altman在近期发给员工的一条Slack消息中表示，公司计划"在未来一年内"完成上市。</p><p style=\"text-align: justify;\">OpenAI在保密申报文件中表示，"有些事情作为私人公司来做可能更为便利"，但未作进一步说明。在此背景下，降价策略能否在不进一步扩大亏损的前提下有效提升市场份额，将是投资者在评估其上市价值时重点审视的核心议题。</p></body></html>","source":"lsy1762389672944","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>OpenAI正考虑大幅降价，降低Token收费</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nOpenAI正考虑大幅降价，降低Token收费\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-11 09:40 北京时间 <a href=https://wallstreetcn.com/articles/3774383><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI正密谋大幅削减Token收费，直接狙击劲敌Anthropic，一场烧钱价格战山雨欲来。两家公司已深陷数十亿美元亏损泥潭，降价或进一步蚕食本已岌岌可危的利润空间。更棘手的是，双方均处于IPO前夕，如何在不放大亏损的前提下抢占市场份额，将成为投资者给出估值的终极拷问。OpenAI正酝酿对其AI服务实施大幅降价，将矛头直指竞争对手Anthropic，一场围绕企业客户的价格战正在成形。据《...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3774383\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf31e5a2ea5c40f9fab4d1b4548dc76d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3774383","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102824334","content_text":"OpenAI正密谋大幅削减Token收费，直接狙击劲敌Anthropic，一场烧钱价格战山雨欲来。两家公司已深陷数十亿美元亏损泥潭，降价或进一步蚕食本已岌岌可危的利润空间。更棘手的是，双方均处于IPO前夕，如何在不放大亏损的前提下抢占市场份额，将成为投资者给出估值的终极拷问。OpenAI正酝酿对其AI服务实施大幅降价，将矛头直指竞争对手Anthropic，一场围绕企业客户的价格战正在成形。据《华尔街日报》周三报道，据知情人士透露，OpenAI正在评估大幅削减Token收费的方案。Token是AI公司计量和收费的基本单位，此举旨在抢占Anthropic的市场份额，同时也是对Anthropic预期将采取类似降价行动的提前应对。相关讨论目前仍处于变动之中。OpenAI首席执行官Sam Altman近期在一场活动上坦言，AI使用成本已成为“一个巨大的问题”，并表示“我们将有很多方式帮助用户以更少的支出获得更多价值”。此次降价讨论对两家公司均构成财务压力。OpenAI和Anthropic目前均因AI系统处理查询和执行任务所需的庞大算力成本而持续亏损数十亿美元，大幅降价可能进一步侵蚀两家公司本已承压的利润空间。Anthropic崛起，OpenAI承压OpenAI此番降价考量，折射出其在企业客户争夺战中面临的竞争压力。Anthropic的编程工具Claude Code在软件工程师群体中迅速走红，带动该公司营收大幅攀升，这家成立五年的初创企业估值近期首次超越OpenAI。对此，OpenAI已将自家编程工具Codex列为公司重点发展方向。然而，企业客户的AI支出热情正在降温。部分大手笔投入Anthropic产品的企业已开始寻求控制开支。今年早些时候，Uber一位高管表示该公司2026年的自主AI使用预算已告罄；另有一家公司负责人上月表示，难以将AI编程效率的提升与新客户功能的落地直接挂钩。上述表态在硅谷引发了关于\"tokenmaxxing\"的广泛讨论——即不计回报地尽可能多使用Token以提升生产力的做法是否合理。价格战考验商业模式，IPO前景添变数一场价格战将成为两家公司商业模式的早期压力测试，而两家公司均正处于备受瞩目的上市前夕。OpenAI和Anthropic目前占据了新兴AI产品营收的主要份额，支撑了各自的快速成长。但投资者长期以来识别出的一个潜在风险在于，两家公司产品的可替代性较高，客户从一家切换至另一家的门槛相对较低。OpenAI本周已秘密提交IPO申请，步Anthropic之后尘。Sam Altman在近期发给员工的一条Slack消息中表示，公司计划\"在未来一年内\"完成上市。OpenAI在保密申报文件中表示，\"有些事情作为私人公司来做可能更为便利\"，但未作进一步说明。在此背景下，降价策略能否在不进一步扩大亏损的前提下有效提升市场份额，将是投资者在评估其上市价值时重点审视的核心议题。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557097482358872,"gmtCreate":1777041915790,"gmtModify":1777042016250,"author":{"id":"4124833128946452","authorId":"4124833128946452","name":"逢敌便杀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124833128946452","idStr":"4124833128946452"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连 2606(YMmain)$ </a> ","listText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连 2606(YMmain)$ </a> ","text":"$道琼斯指数主连 2606(YMmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557097482358872","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":573932959134328,"gmtCreate":1781149992528,"gmtModify":1781154928728,"author":{"id":"4124833128946452","authorId":"4124833128946452","name":"逢敌便杀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124833128946452","authorIdStr":"4124833128946452"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3574766177886637\">@nitro</a>: 那你倒是快降啊，村头的厕所都快没纸了","listText":"//<a href=\"https://laohu8.com/U/3574766177886637\">@nitro</a>: 那你倒是快降啊，村头的厕所都快没纸了","text":"//@nitro: 那你倒是快降啊，村头的厕所都快没纸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573932959134328","repostId":"1102824334","repostType":4,"repost":{"id":"1102824334","kind":"news","pubTimestamp":1781142004,"share":"https://www.laohunote.com/m/news/1102824334?lang=zh_CN&edition=full","pubTime":"2026-06-11 09:40","market":"us","language":"zh","title":"OpenAI正考虑大幅降价，降低Token收费","url":"https://stock-news.laohu8.com/highlight/detail?id=1102824334","media":"华尔街见闻","summary":"OpenAI正考虑大幅降价，考虑降低Token收费。（华尔街日报）","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">OpenAI正密谋大幅削减Token收费，直接狙击劲敌Anthropic，一场烧钱价格战山雨欲来。两家公司已深陷数十亿美元亏损泥潭，降价或进一步蚕食本已岌岌可危的利润空间。更棘手的是，双方均处于IPO前夕，如何在不放大亏损的前提下抢占市场份额，将成为投资者给出估值的终极拷问。</p></blockquote><p style=\"text-align: justify;\">OpenAI正酝酿对其AI服务实施大幅降价，将矛头直指竞争对手Anthropic，一场围绕企业客户的价格战正在成形。</p><p style=\"text-align: justify;\">据《华尔街日报》周三报道，据知情人士透露，<strong>OpenAI正在评估大幅削减Token收费的方案。</strong>Token是AI公司计量和收费的基本单位，<strong>此举旨在抢占Anthropic的市场份额，同时也是对Anthropic预期将采取类似降价行动的提前应对。</strong></p><p style=\"text-align: justify;\">相关讨论目前仍处于变动之中。OpenAI首席执行官Sam Altman近期在一场活动上坦言，AI使用成本已成为“一个巨大的问题”，并表示“我们将有很多方式帮助用户以更少的支出获得更多价值”。</p><p style=\"text-align: justify;\">此次降价讨论对两家公司均构成财务压力。OpenAI和Anthropic目前均因AI系统处理查询和执行任务所需的庞大算力成本而持续亏损数十亿美元，大幅降价可能进一步侵蚀两家公司本已承压的利润空间。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>Anthropic崛起，OpenAI承压</strong></h2><p style=\"text-align: justify;\">OpenAI此番降价考量，折射出其在企业客户争夺战中面临的竞争压力。</p><p style=\"text-align: justify;\">Anthropic的编程工具Claude Code在软件工程师群体中迅速走红，带动该公司营收大幅攀升，这家成立五年的初创企业估值近期首次超越OpenAI。对此，OpenAI已将自家编程工具Codex列为公司重点发展方向。</p><p style=\"text-align: justify;\">然而，企业客户的AI支出热情正在降温。部分大手笔投入Anthropic产品的企业已开始寻求控制开支。<strong>今年早些时候，Uber一位高管表示该公司2026年的自主AI使用预算已告罄；另有一家公司负责人上月表示，难以将AI编程效率的提升与新客户功能的落地直接挂钩。</strong></p><p style=\"text-align: justify;\">上述表态在硅谷引发了关于"tokenmaxxing"的广泛讨论——即不计回报地尽可能多使用Token以提升生产力的做法是否合理。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>价格战考验商业模式，IPO前景添变数</strong></h2><p style=\"text-align: justify;\">一场价格战将成为两家公司商业模式的早期压力测试，而两家公司均正处于备受瞩目的上市前夕。OpenAI和Anthropic目前占据了新兴AI产品营收的主要份额，支撑了各自的快速成长。但投资者长期以来识别出的一个潜在风险在于，两家公司产品的可替代性较高，客户从一家切换至另一家的门槛相对较低。</p><p style=\"text-align: justify;\">OpenAI本周已秘密提交IPO申请，步Anthropic之后尘。Sam Altman在近期发给员工的一条Slack消息中表示，公司计划"在未来一年内"完成上市。</p><p style=\"text-align: justify;\">OpenAI在保密申报文件中表示，"有些事情作为私人公司来做可能更为便利"，但未作进一步说明。在此背景下，降价策略能否在不进一步扩大亏损的前提下有效提升市场份额，将是投资者在评估其上市价值时重点审视的核心议题。</p></body></html>","source":"lsy1762389672944","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>OpenAI正考虑大幅降价，降低Token收费</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nOpenAI正考虑大幅降价，降低Token收费\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-11 09:40 北京时间 <a href=https://wallstreetcn.com/articles/3774383><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI正密谋大幅削减Token收费，直接狙击劲敌Anthropic，一场烧钱价格战山雨欲来。两家公司已深陷数十亿美元亏损泥潭，降价或进一步蚕食本已岌岌可危的利润空间。更棘手的是，双方均处于IPO前夕，如何在不放大亏损的前提下抢占市场份额，将成为投资者给出估值的终极拷问。OpenAI正酝酿对其AI服务实施大幅降价，将矛头直指竞争对手Anthropic，一场围绕企业客户的价格战正在成形。据《...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3774383\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf31e5a2ea5c40f9fab4d1b4548dc76d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3774383","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102824334","content_text":"OpenAI正密谋大幅削减Token收费，直接狙击劲敌Anthropic，一场烧钱价格战山雨欲来。两家公司已深陷数十亿美元亏损泥潭，降价或进一步蚕食本已岌岌可危的利润空间。更棘手的是，双方均处于IPO前夕，如何在不放大亏损的前提下抢占市场份额，将成为投资者给出估值的终极拷问。OpenAI正酝酿对其AI服务实施大幅降价，将矛头直指竞争对手Anthropic，一场围绕企业客户的价格战正在成形。据《华尔街日报》周三报道，据知情人士透露，OpenAI正在评估大幅削减Token收费的方案。Token是AI公司计量和收费的基本单位，此举旨在抢占Anthropic的市场份额，同时也是对Anthropic预期将采取类似降价行动的提前应对。相关讨论目前仍处于变动之中。OpenAI首席执行官Sam Altman近期在一场活动上坦言，AI使用成本已成为“一个巨大的问题”，并表示“我们将有很多方式帮助用户以更少的支出获得更多价值”。此次降价讨论对两家公司均构成财务压力。OpenAI和Anthropic目前均因AI系统处理查询和执行任务所需的庞大算力成本而持续亏损数十亿美元，大幅降价可能进一步侵蚀两家公司本已承压的利润空间。Anthropic崛起，OpenAI承压OpenAI此番降价考量，折射出其在企业客户争夺战中面临的竞争压力。Anthropic的编程工具Claude Code在软件工程师群体中迅速走红，带动该公司营收大幅攀升，这家成立五年的初创企业估值近期首次超越OpenAI。对此，OpenAI已将自家编程工具Codex列为公司重点发展方向。然而，企业客户的AI支出热情正在降温。部分大手笔投入Anthropic产品的企业已开始寻求控制开支。今年早些时候，Uber一位高管表示该公司2026年的自主AI使用预算已告罄；另有一家公司负责人上月表示，难以将AI编程效率的提升与新客户功能的落地直接挂钩。上述表态在硅谷引发了关于\"tokenmaxxing\"的广泛讨论——即不计回报地尽可能多使用Token以提升生产力的做法是否合理。价格战考验商业模式，IPO前景添变数一场价格战将成为两家公司商业模式的早期压力测试，而两家公司均正处于备受瞩目的上市前夕。OpenAI和Anthropic目前占据了新兴AI产品营收的主要份额，支撑了各自的快速成长。但投资者长期以来识别出的一个潜在风险在于，两家公司产品的可替代性较高，客户从一家切换至另一家的门槛相对较低。OpenAI本周已秘密提交IPO申请，步Anthropic之后尘。Sam Altman在近期发给员工的一条Slack消息中表示，公司计划\"在未来一年内\"完成上市。OpenAI在保密申报文件中表示，\"有些事情作为私人公司来做可能更为便利\"，但未作进一步说明。在此背景下，降价策略能否在不进一步扩大亏损的前提下有效提升市场份额，将是投资者在评估其上市价值时重点审视的核心议题。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557097482358872,"gmtCreate":1777041915790,"gmtModify":1777042016250,"author":{"id":"4124833128946452","authorId":"4124833128946452","name":"逢敌便杀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124833128946452","authorIdStr":"4124833128946452"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连 2606(YMmain)$ </a> ","listText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连 2606(YMmain)$ </a> ","text":"$道琼斯指数主连 2606(YMmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557097482358872","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602915970745264,"gmtCreate":1788233274503,"gmtModify":1788236551631,"author":{"id":"4124833128946452","authorId":"4124833128946452","name":"逢敌便杀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124833128946452","authorIdStr":"4124833128946452"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602915970745264","repostId":"2664882827","repostType":2,"repost":{"id":"2664882827","kind":"news","pubTimestamp":1788228882,"share":"https://www.laohunote.com/m/news/2664882827?lang=zh_CN&edition=full","pubTime":"2026-09-01 10:14","market":"hk","language":"zh","title":"黑芝麻智能盘初股价冲上12%，上半年营收同比增长81.3%至4.58亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664882827","media":"新浪港股","summary":"$黑芝麻智能$盘初曾涨超12%，截至发稿，股价上涨10.38%，现报10.95港元，成交额8314万港元。$黑芝麻$智能发布中期业绩，上半年营收高达4.58亿元，同比增长81.3%，实现连续四年同比高增长，其中，公司芯片整体出货达600万片以上。此外，公司第二增长曲线加速成形，具身智能及解决方案实现营收达4720万元，且在手订单饱满。具身智能及解决方案业务从项目验证迈入规模化增长阶段，第二增长曲线全面成型，贡献全新核心收入增量。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>盘初曾涨超12%，截至发稿，股价上涨10.38%，现报10.95港元，成交额8314万港元。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/000716\">黑芝麻</a>智能发布中期业绩，上半年营收高达4.58亿元，同比增长81.3%，实现连续四年同比高增长，其中，公司芯片整体出货达600万片以上。此外，公司第二增长曲线加速成形，具身智能及解决方案实现营收达4720万元，且在手订单饱满。</p><p style=\"text-align: left;\">公告显示，2026年上半年，公司智能汽车成熟盘稳固发展，高阶与跨域产品商业化持续推进；同期完成对亿智电子的收购整合，全梯度产品矩阵全面成型，为泛AI场景规模化拓展奠定基础。具身智能及解决方案业务从项目验证迈入规模化增长阶段，第二增长曲线全面成型，贡献全新核心收入增量。报告期内，SesameX具身智能平台加速落地，Kalos、Aura模组实现规模化出货，Liora高阶模组完成算法验证，即将启动送样测试。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09d6481a1629d4dd8095ac8b309c9ffe\" data-align=\"center\" tg-width=\"1098\" tg-height=\"761\"/><span></span></p></body></html>","source":"sina","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>黑芝麻智能盘初股价冲上12%，上半年营收同比增长81.3%至4.58亿元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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黑芝麻智能盘初股价冲上12%，上半年营收同比增长81.3%至4.58亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-01 10:14 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-01/doc-iniqhsea4753956.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黑芝麻智能盘初曾涨超12%，截至发稿，股价上涨10.38%，现报10.95港元，成交额8314万港元。黑芝麻智能发布中期业绩，上半年营收高达4.58亿元，同比增长81.3%，实现连续四年同比高增长，其中，公司芯片整体出货达600万片以上。此外，公司第二增长曲线加速成形，具身智能及解决方案实现营收达4720万元，且在手订单饱满。公告显示，2026年上半年，公司智能汽车成熟盘稳固发展，高阶与跨域产品...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-01/doc-iniqhsea4753956.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df0465ad79dd4e18a5a9c33f5c4e9b17","relate_stocks":{"02533":"黑芝麻智能"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-01/doc-iniqhsea4753956.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2664882827","content_text":"黑芝麻智能盘初曾涨超12%，截至发稿，股价上涨10.38%，现报10.95港元，成交额8314万港元。黑芝麻智能发布中期业绩，上半年营收高达4.58亿元，同比增长81.3%，实现连续四年同比高增长，其中，公司芯片整体出货达600万片以上。此外，公司第二增长曲线加速成形，具身智能及解决方案实现营收达4720万元，且在手订单饱满。公告显示，2026年上半年，公司智能汽车成熟盘稳固发展，高阶与跨域产品商业化持续推进；同期完成对亿智电子的收购整合，全梯度产品矩阵全面成型，为泛AI场景规模化拓展奠定基础。具身智能及解决方案业务从项目验证迈入规模化增长阶段，第二增长曲线全面成型，贡献全新核心收入增量。报告期内，SesameX具身智能平台加速落地，Kalos、Aura模组实现规模化出货，Liora高阶模组完成算法验证，即将启动送样测试。","news_type":1,"symbols_score_info":{"02533":2.1}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
