中信建投：全球大模型调用量预计连增11周
2026-07-10 00:24:58
据界面新闻报道，中信建投研报称，全球大模型调用量预计连续11周环比走高，国产模型凭高性价比占据流量前列，海外头部厂商营收预期上调。研报提到，中国国内厂商商业化提速，DeepSeek将推出分时定价，豆包已上线多档会员；Anthropic收紧Claude访问限制。硬件方面，Intel上调消费、服务器CPU售价，AMD下半年提价在即；预计三季度DRAM、NAND合约价持续上涨，服务器存储产能紧缺缺口延续至2027年。
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