[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioaad67b92":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioaad67b92","微软正在考虑推出开放权重AI模型！这件事怎么看？","\u002Fdoc\u002Fdcioaad67b92","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美股投资网了解到，\u003C\u002Fspan>$MSFT \u003Cspan style=\"font-family: DengXian;\">正在考虑推出开放权重\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">模型。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">表面上看，这只是多发布一个模型；真正的变化却是，中国\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">公司正在逼全球最大的软件公司重新思考一件事：未来最值钱的，到底是模型本身，还是承载所有模型的云平台？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">据\u003C\u002Fspan>Nikkei Asia\u003Cspan style=\"font-family: DengXian;\">报道，随着\u003C\u002Fspan>DeepSeek\u003Cspan style=\"font-family: DengXian;\">等中国模型不断扩大影响力，微软正在评估开放权重\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">路线。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">先说清楚，“开放权重”不等于完全开源。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">它通常意味着开发者可以下载模型参数，在自己的服务器上部署、微调和运行，不必把所有数据都交给模型公司，也不一定要按每次调用向模型厂商付费。至于训练数据、完整代码和商业许可是否开放，则要看具体条款。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">为什么\u003C\u002Fspan>DeepSeek\u003Cspan style=\"font-family: DengXian;\">这类模型让微软感到压力？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">因为企业客户越来越发现，很多工作并不需要最贵、最强的闭源模型。写代码、分析内部文件、客服问答、整理数据，只要一个成本更低、可以私有部署、还能自行修改的模型就够了。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">中国开放权重模型提供了几个很直接的优势：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">模型可以部署在企业自己的服务器或私有云里，敏感数据不必离开内部系统。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">企业可以针对自己的行业和数据进行微调，不需要完全依赖一家模型公司。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">推理成本更低，尤其适合每天需要处理海量请求的企业应用。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">一旦模型效果接近，客户就会从“谁最聪明”转向“谁更便宜、更容易部署”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">这对微软来说，是一个必须提前应对的变化。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">微软过去几年最大的优势，是通过与\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">合作，把最强模型装进\u003C\u002Fspan>Azure\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Copilot\u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>Microsoft 365\u003Cspan style=\"font-family: DengXian;\">。但如果开放权重模型快速缩小差距，企业就不会永远只买\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">的\u003C\u002Fspan>API\u003Cspan style=\"font-family: DengXian;\">。它们会要求更多选择，也会拿\u003C\u002Fspan>DeepSeek\u003Cspan style=\"font-family: DengXian;\">等低成本模型来压价。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">所以微软考虑开放权重，并不代表它要放弃\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">。更准确地说，它是在给自己增加筹码。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">微软真正想守住的，不一定是“全球最强模型”这个称号，而是企业无论选择\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">、微软自研模型，还是其他开放权重模型，最后都在\u003C\u002Fspan>Azure\u003Cspan style=\"font-family: DengXian;\">上运行。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">这就是微软最聪明的地方。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">模型价格可能越来越低，模型之间的差距也可能越来越小，但训练、部署和运行模型仍然需要\u003C\u002Fspan>GPU\u003Cspan style=\"font-family: DengXian;\">、数据中心、网络、安全工具和企业软件。只要这些工作负载留在\u003C\u002Fspan>Azure\u003Cspan style=\"font-family: DengXian;\">，微软就能继续收钱。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美股投资网认为，这条新闻说明\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">行业的利润正在重新分配：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">模型层的价格会继续下降。开放权重模型越强，\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Anthropic\u003Cspan style=\"font-family: DengXian;\">等闭源模型厂商面临的定价压力越大。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">云平台的价值反而上升。客户使用哪一家模型并不重要，重要的是模型运行在哪个云上。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">企业软件的护城河重新回到数据、渠道和工作流。未来真正赚钱的应用，不一定拥有最强模型，而是能够把\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">嵌入客户每天使用的系统。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">•\u003C\u002Fspan> GPU\u003Cspan style=\"font-family: DengXian;\">需求未必因此下降。模型变便宜之后，使用量往往会增加；更多企业选择私有部署，也会带来新的推理算力需求。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">对\u003C\u002Fspan>MSFT\u003Cspan style=\"font-family: DengXian;\">来说，这是一种防守，也是一种进攻。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">防守的是，不能让\u003C\u002Fspan>DeepSeek\u003Cspan style=\"font-family: DengXian;\">等模型把企业客户从\u003C\u002Fspan>Azure\u003Cspan style=\"font-family: DengXian;\">带到其他平台；进攻的是，微软可以把\u003C\u002Fspan>Azure\u003Cspan style=\"font-family: DengXian;\">变成一个模型超市——最强的闭源模型有，成本更低的开放权重模型也有，客户不需要离开微软的生态。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">对\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">来说，这个信号就没有那么轻松了。微软一旦拥有自己的开放权重方案，对\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">的依赖就会进一步下降，谈判筹码也会更强。双方仍然可以合作，但微软不会愿意把未来完全押在一家模型公司身上。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">这条新闻真正说明的，不是微软突然看好开源，而是\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">模型正在从稀缺品变成标准化商品。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">当模型越来越多、性能越来越接近、价格越来越便宜，最后掌握利润的，很可能不是单纯卖模型的人，而是掌握企业客户、云计算、数据和工作入口的平台。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">中国模型正在压低全球\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">的价格，而微软正在确保：无论模型价格降到多低，企业最后仍要经过\u003C\u002Fspan>Azure\u003Cspan style=\"font-family: DengXian;\">这座收费站\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMSFT\u002FMSFT.jpg","2026-07-31T02:30:41","2026.07.31","2026\u002F07\u002F31",50816,[22],"MSFT","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]