AI概念股卷土重来！OpenAI断供，国产“平替”们集体开卷

格隆汇06-26

低迷了一段时间的AI概念股，终于强势回归。周三，Sora概念、AI语料、多模态AI、AIGC概念及Kimi概念等板块全线爆发。截至收盘，瑞纳智能、荣信文化、当虹科技、因赛集团、中文在线、掌阅科技、信雅达等多股涨停。今年初，AI概念走出了一波深V，但自3月下旬以来，板块整体再度陷入下行态势，目前累计跌幅近14%。OpenAI“断供”风波昨天，一则OpenAI的消息刺激了国产AI 概念走强。...

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OpenAI cut off supply, domestic \"replacement\" collectively opened the book","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300364":0.9,"300781":0.9,"301129":0.9,"301231":0.9,"603533":0.9,"688039":0.9,"OTX.SI":0.9,"BIDU":0.65},"content_text":"低迷了一段时间的AI概念股，终于强势回归。周三，Sora概念、AI语料、多模态AI、AIGC概念及Kimi概念等板块全线爆发。截至收盘，瑞纳智能、荣信文化、当虹科技、因赛集团、中文在线、掌阅科技、信雅达等多股涨停。今年初，AI概念走出了一波深V，但自3月下旬以来，板块整体再度陷入下行态势，目前累计跌幅近14%。OpenAI“断供”风波昨天，一则OpenAI的消息刺激了国产AI 概念走强。OpenAI宣布，自7月9日起阻止来自非支持国家和地区的API流量。受影响组织若希望继续使用OpenAI的服务，必须在其支持的国家或地区内访问。目前，OpenAI的API向161个国家和地区开放，但不包括中国内地、中国香港和澳门。这也就意味着，OpenAI将终止对中国提供API服务。消息一出立即引发市场热议，网友们直呼：OpenAI变CloseAI。OpenAI在去年3月宣布开放API，允许第三方开发者通过API将ChatGPT集成至他们的应用程序和服务中。但OpenAI官方并未向中国市场提供服务，也没有向中国用户开放注册和使用。国内开发者群体在构建基于 OpenAI API 的衍生服务时，往往也需要通过代理服务器或在海外部署反向代理机制。而随着OpenAI 的断供，国内大模型厂商们便立即“闻风而动”。当天智谱AI、百度智能云、阿里云、腾讯云、零一万物等纷纷推出了其“平替方案”。智谱 bigmodel.cn 便推出了 OpenAl API 用户特别搬家计划；百度智能云推出了“故乡的云·国产大模型普惠计划”：阿里云宣布将为 OpenAI API 用户提供最具性价比的中国大模型替代方案；腾讯云宣布即日起，新迁移企业用户可免费获得腾讯混元大模型 1 亿 Tokens；百川智能也跟进宣布了“零成本迁移”的措施；零一万物宣布发起了“Yi API 二折平替计划”；天工推出开发者迁移计划，提供1.5亿Tokens API调用资源；硅基流动更是直接宣布开放 7 款大模型……国产大模型机会来了？OpenAI的断供，虽然对“套壳”AI公司而言是毁灭式的打击，但对国内大模型厂商来说，却是一次“跑马圈地”的好机会。同时，也将倒逼中国的大模型公司加速自主研发，提升AI实力。今日，周鸿祎在微博谈及此事表示，OpenAI的API无法调用，这逼着国内应用只能选择国产大模型，而国产大模型与GPT的差距已经逐渐缩小了。前几天，美国财政部发布了一项《拟议规则制定通知》(NPRM)。 这份165页的草案，旨在限制美国实体在半导体和微电子、量子信息技术、人工智能三个高科技领域对华投资，并列出了详细的规定。由此可见，美国希望以此阻止中国开发人工智能应用程序。但无论如何，都势必会掀起国产大模型崛起的浪潮。可以预见，未来国内大模型们将会“卷”的更加火热。此前，国产大模型已经展开了一场激烈的价格战。先是DeepSeek与字节率先宣布大模型降价，随后阿里、百度、腾讯、科大讯飞、智谱AI等玩家相继加入大模型“价格战”。东吴证券指出，当前阶段的AI投资以国产算力硬件引领为主，其确定性、产业链条更为清晰。但建议不要低估未来AI应用的想象空间，伴随大模型准确率和效率的进一步提升，以及大模型推理成本的降低，AI应用的爆发期才有望进一步来临。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"None","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"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":"4.25.0","shortVersion":"4.25.0","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/2446359623"}