这一个业绩期，AI的叙事正在发生明显变化。过去两年，资本市场几乎把全部注意力都放在大模型能力竞争上，关注参数规模、推理能力、榜单排名......但随着大模型能力逐渐商品化，市场的关注度全面转向落地的竞争。这一变化，在最近的业绩期被表现得淋漓尽致。上一周，国产大模型公司MiniMax发布业绩预告，强劲的收入增长让市场情绪瞬间被点燃。本周，迅策同样也交出了一份远超市场预期的成绩单。MiniMax作为...
Source Link这一个业绩期，AI的叙事正在发生明显变化。过去两年，资本市场几乎把全部注意力都放在大模型能力竞争上，关注参数规模、推理能力、榜单排名......但随着大模型能力逐渐商品化，市场的关注度全面转向落地的竞争。这一变化，在最近的业绩期被表现得淋漓尽致。上一周，国产大模型公司MiniMax发布业绩预告，强劲的收入增长让市场情绪瞬间被点燃。本周，迅策同样也交出了一份远超市场预期的成绩单。MiniMax作为...
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