狂砸45亿后，AI大战，进入下半场……_老虎社区_美港股上老虎

狂砸45亿后，AI大战，进入下半场……

泡财经02-20 14:59

撰稿|方野编辑|stone马年春节，AI圈掀起“诸神之战”除夕当天，阿里率先亮出技术底牌，在Hugging Face发布全新的原生视觉语言模型Qwen3.5，还同步开源千问Qwen3.5-Plus，这款模型凭借稀疏混合专家架构实现了技术突破，总参数3970亿但激活仅170亿，推理吞吐量提升19倍的同时显存占用降低60%，而这只是阿里布局的一部分。春节期间，阿里拿出30亿元红包打造“30亿春节请客...

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Face发布全新的原生视觉语言模型Qwen3.5，还同步开源千问Qwen3.5-Plus，这款模型凭借稀疏混合专家架构实现了技术突破，总参数3970亿但激活仅170亿，推理吞吐量提升19倍的同时显存占用降低60%，而这只是阿里布局的一部分。春节期间，阿里拿出30亿元红包打造“30亿春节请客计划”，用1分钱点奶茶的玩法将AI嵌入交易闭环，调动淘宝、支付宝、蜂鸟即配的全生态资源，让AI从聊天工具变成了能落地的生活小帮手。如果说阿里的打法是“技术+商业”的双轮驱动，那字节跳动的出招则精准踩中了流量与技术的双重风口，央视春晚独家AI云合作伙伴的身份，更是让字节占尽了天时地利。春节前后，字节推出Seedance 2.0、Seedream 5.0和豆包2.0的“三模型礼包”，其中Seedance 2.0一经推出就引爆全市场，被业内评价为首个能生成电影级视频的AI工具，直接刷新了AI视频生成的行业天花板；而豆包则借助春晚的国民级曝光，实现了除夕当晚19亿次的AI互动量，日活用户突破7871万，坐稳AI应用的头把交椅。与阿里、字节的高调出击不同，腾讯和百度选择了更贴合自身生态的入局方式。腾讯拿出10亿元纯现金红包，成为本次大战中纯现金补贴力度最大的玩家，旗下AI产品元宝依托微信的社交生态，主打AI拜年和红包封面的社交裂变，试图复制微信红包的成功路径，用社交关系链绑定AI用户。百度投放5亿元红包，将玩法与文心助手深度绑定，通过近200款AI特效的互动吸引用户，同时悄悄启动代号“O计划”的战略项目，试图通过“搜索+ AI”的深度融合重构用户交互逻辑，打造属于自己的AI生态壁垒。除了四大巨头，智谱、MiniMax、Kimi、DeepSeek等新锐玩家也纷纷发布新一代模型，让这场春节AI大战成为全行业的技术秀场。据统计，仅阿里、腾讯、百度三家的红包投入就超45亿元，这场AI大战，也是实打实的“烧钱大战”，背后，是所有玩家对AI国民级入口的激烈争夺。目前来看，阿里和字节已经形成了明显的头部优势。阿里则胜在全生态协同和商业落地能力，电商、支付、本地生活的资源让AI能快速嵌入交易场景，千问模型的开源和高性价比，既吸引了开发者生态，也能快速触达B端和C端用户，技术+商业的双重优势让其成为资本市场的宠儿。字节胜在技术爆发力和流量生态，抖音、春晚的国民级流量能快速实现AI产品的破圈，而Seedance 2.0等模型的技术领先性，让其在AI创作、内容生成领域占据先发优势，豆包的高用户粘性也为其后续商业变现奠定了基础。腾讯的核心优势在于微信的社交生态，10亿级的用户基础是其最大的底牌，但去中心化的布局思路让其AI产品缺乏统一入口，元宝的发展受制于微信生态，难以形成独立的AI产品竞争力。百度则拥有搜索的流量基础和AI布局的先发优势，但在模型创新和用户运营上缺乏亮点，难以在激烈的竞争中脱颖而出，而智谱、MiniMax等新锐玩家虽有技术亮点，但缺乏生态和流量支撑，短期内难以撼动巨头地位。春节期间的AI大战，看起来已经落幕，但其实，行业的竞争正在悄悄进入下半场。此前的AI竞争多集中在模型参数、技术性能上，而如今巨头们纷纷转向落地，比如阿里选择了“生活方式”路线，让AI“能办事”，字节则选择了\"生产工具\"路线，让AI成为更具创造力的生产力，腾讯元宝走的是\"社交AI\"路线，百度则选择了\"搜索+ AI\"的深度融合策略。此外，AI与实体经济的深度融合，也让行业的发展前景更加清晰，工业制造、医疗健康、金融服务、电商等领域，都成为AI落地的核心场景，AI不仅能提升行业效率，更能重构行业的运行逻辑，而端云协同的AI硬件、AI视频工业化基础设施、多模态AI安全检测等赛道，也成为资本市场的新风口。赛迪顾问数据显示，中国AI市场规模即将突破6000亿元，其中超七成分额被阿里和字节占据，“千豆争霸”的双雄格局已然形成，市场集中度的提升意味着行业淘汰赛的开始，缺乏核心技术、生态资源和商业落地能力的玩家将逐渐被淘汰，而中小企业则更多向垂直领域深耕，成为巨头生态的补充。显然，未来的AI竞争，不再是单纯的烧钱和流量争夺，而是技术、生态、商业落地能力的综合比拼，那些能将AI技术与实体经济深度结合，真正创造商业价值的玩家，才能在行业下半场的竞争中占据主动。拉长周期来看，AI对商业社会的重构，才刚刚开始……","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}