核心观点DeepSeek 与Qwen 引领国内大模型热潮,DeepSeek 通过技术突破、架构创新及模型开源推动行业快速发展,阿里发布Qwen 2.5Max 和最新推理模型QWQ,并开源万相2.1,进一步巩固技术影响力。国内CSP 竞相接入DeepSeek,推动大模型行业集中度提升,DeepSeek 促使国内大模型定价下降,进而推动周边产品创新。AI助推阿里云增速提升,阿里与苹果合作聚焦端侧用户...
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