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同日推低价版模型 OpenAI、Anthropic价格战开打

2026-11-07 14:05:31 网络 阅读(86)

两大美国顶级AI实验室在同一天相继推出旗下主力模型低价版本,代表AI产业竞争已从单纯能力军备赛,全面转向价格与性能双线博弈。

同日推低价版模型 OpenAI、Anthropic价格战开打

Anthropic周二(22日)发表新一代模型Claude Opus 5.5,使用成本较前代降低约40%;OpenAI同日推出ChatGPT-6两款低价版本Sol和Luna,定价较ChatGPT-5.6系列降低50%。

在具体定价上,Opus 5.5每百万输入token收4美元,每百万输出token收20美元,而其现有最强模型Fable 5.1的对应价格分别为10美元和50美元——与OpenAI旗舰模型Astra的定价持平。

Anthropic表示,Opus 5.5在大多数任务上的表现可与Fable 5.1媲美。

OpenAI方面,Sol定价为每百万输入token 2美元、输出token 10美元;轻量版Luna则低至每百万输入token 0.10美元、输出token 0.50美元。

OpenAI本月初已率先发布其最强模型Astra,Sol和Luna作为该系列低价补充版本随后跟进。

在经历一段以极限能力为导向的全面军备竞赛之后,两大美国AI实验室日益将竞争重心转向价格与性能综合比拚,以争取对成本敏感的企业客户。

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记忆体荒推升成本,三星转嫁消费者;若缺货续存,其他Android旗舰恐跟进提价",
      "pv": 341,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 20618,
      "title": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成关键",
      "shortTitle": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成",
      "img": "https://cimg.cnyes.cool/prod/news/6631821/l/d966851a941240526f4fab36226ba687.jpg",
      "createdAt": "2026-10-16T01:50:02.000Z",
      "description": "英特尔传获6大科技厂代工案,主攻14A制程。
苹果案估60万片晶圆、营收150亿至200亿美元;Anthropic潜在商机最高800亿美元。
14A预计2027年试产、2028年量产;18A良率传达85%,EMIB-T封装良率98%。",
      "pv": 316,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 18224,
      "title": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Amazon商业模式",
      "shortTitle": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Am",
      "img": "https://cimg.cnyes.cool/prod/news/6619983/l/439411e49d315a8a9164ed7664273aa9.jpg",
      "createdAt": "2026-10-01T23:30:03.000Z",
      "description": "MBI测试Muse后,清空Airbnb并加码Meta,认为AI自回答问题走向替使用者完成任务。
他称Muse可跨站比价、直接预订,恐削弱Airbnb、Booking等OTA流量、信任与中介优势,并压缩估值。
Muse也恐冲击亚马逊广告、Uber与DoorDash,但程度取决于忠诚度、供给与履约能力。",
      "pv": 261,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
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      "id": 22222,
      "title": "记忆体涨价潮恐延续至2028年!TrendForce估HBM明年营收破2000亿美元",
      "shortTitle": "记忆体涨价潮恐延续至2028年!TrendForce估HBM",
      "img": "https://cimg.cnyes.cool/prod/news/6639462/l/feffb48f16ae4e9ac55d4939b1961bc8.jpg",
      "createdAt": "2026-10-28T14:10:05.000Z",
      "description": "TrendForce估DRAM涨价可延续至2028年上半年,2027年LTA恐涵盖60%至70%交易量
预估2027年HBM ASP年增122%至每Gb 3.7美元,营收年增逾230%突破2,000亿美元
洁净室不足与设备交期长限制扩产,2028年前DRAM有效供给难显著增加",
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    },
    {
      "id": 17539,
      "title": "美国两党推法案限制中国光模组!新易盛、中际旭创列管  AI资料中心恐受冲击",
      "shortTitle": "美国两党推法案限制中国光模组!新易盛、中际旭创列管  AI资",
      "img": "https://cimg.cnyes.cool/prod/news/6616715/l/05105ff296e9291204ab5335c78f9505.jpg",
      "createdAt": "2026-09-27T07:10:03.000Z",
      "description": "美国两党议员9月25日提案,拟禁联邦政府在涉敏感资讯系统使用中国制光模组。
法案锁定成都新易盛、300308-CN中际旭创等供应商;美国国防部已将中际旭创列入1260H清单。
支持者称可降低AI资料中心与政府系统风险;业界忧供应受限恐拖慢美国AI基建。",
      "pv": 192,
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      "name": "科技",
      "path": "/new/AI"
    },
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      "id": 11741,
      "title": "AI晶片封装大突破 日厂新光电气做出「22层玻璃基板」",
      "shortTitle": "AI晶片封装大突破 日厂新光电气做出「22层玻璃基板」",
      "img": "https://cimg.cnyes.cool/prod/news/6580025/l/a3632f2431e4fdfaaa43b1ecd1692a9b.jpg",
      "createdAt": "2026-08-18T04:00:30.000Z",
      "description": "日本半导体封装基板制造商新光电气工业(Shinko Electric Industries)在玻璃基板技术取得重大突破,成功建构22层铜布线结构,在玻璃基板两面各堆叠11层铜布线层,显示玻璃基板朝高层数、高密度封装再跨出关键一步。 玻璃基板长期被视为先进半导体封装的重要发展方向,但实际应用一直受到「SeWaRe」问题限制,也就是玻璃内部可能出现裂缝或分层。 玻璃虽具有优异平整度与低热膨胀系数,但材质本身较脆,在加工及热循环过程中容易产生微裂纹,进而影响产品良率与可靠性。 新光电气此次透过材料创新",
      "pv": 189,
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      "id": 20697,
      "title": "集邦: Meta、中系品牌齐发力 估2026年AR眼镜出货翻倍至131万台",
      "shortTitle": "集邦: Meta、中系品牌齐发力 估2026年AR眼镜出货翻",
      "img": "https://cimg.cnyes.cool/prod/news/6632066/l/24c0d49fb9571cadf0f1f049d11eb7a8.jpg",
      "createdAt": "2026-10-16T09:00:28.000Z",
      "description": "研调中心TrendForce指出,AR眼镜逐步由概念验证走向消费市场,Meta Ray-Ban Display Glasses展现超乎市场预期的成长动能,带动品牌与供应链加快产品布局。受惠于Meta(META-US)产品带动的外溢效应,其余AR眼镜品牌亦积极拓展产品线与销售市场,趁着其他科技巨头尚未全面入局,全球AR眼镜出货量将由2025年的62万台跃升至2026年131万台,年增率达111.1%。 品牌竞争部分,TrendForce提到,2026年Meta将以约20%的出货占比持续领先,其余四",
      "pv": 179,
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      "id": 21727,
      "title": "OpenAI奥特曼示警AI恐加剧贫富差距!吁限制自我进化速度",
      "shortTitle": "OpenAI奥特曼示警AI恐加剧贫富差距!吁限制自我进化速度",
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      "description": "奥特曼警告AI自我改进若失控恐放大不平等,主张对RSI发展速度设限制。
他称AI目前无意识,但反对把模型塑造成具人格权利,强调重大决策应由人类掌握。
奥特曼看好AI助科学突破与个人助手,惟算力需求无上限,OpenAI正布局自研晶片与新硬体。",
      "pv": 171,
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      "id": 22214,
      "title": "长鑫存储积极寻找记忆体国产替代方案!HBM3E良率仅20%至30%仍拚量产、落后SK海力士一个世代",
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      "description": "长鑫科技计划未来两个月内启动HBM3E有限量产,并已向多家中国本土AI晶片设计商送交样品。
其HBM3E良率仅约20%至30%,低于SK海力士约70%;技术也仍落后,效能更接近HBM3。
美国2024年12月收紧HBM出口管制,中国AI晶片业者急寻国产替代,华为等晶片价格已调涨20%至50%。",
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    "title": "同日推低价版模型 OpenAI、Anthropic价格战开打",
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    "description": "Anthropic推Claude Opus 5.5,使用成本较前代降约40%。
OpenAI同日推ChatGPT-6低价版Sol、Luna,定价较ChatGPT-5.6降50%。
美国AI实验室竞争转向价格与性能比拚,争取成本敏感企业客户。",
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