# 中国AI模型价格仅为美国1/50，UBS称60%企业转向更便宜模型

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-06-28 05:44
- AIHOT 分数：69
- AIHOT 链接：https://aihot.virxact.com/items/cmqwwg35q00raslp07qxdwaa6
- 原文链接：https://x.com/rohanpaul_ai/status/2070986618966806978

## AI 摘要

J.P. Morgan报告显示，中国AI模型每token比美国便宜50倍，Qwen、DeepSeek、Kimi施压OpenAI和Anthropic定价。到2026年4月，中国公司在OpenRouter流量占比将从不足2%升至超45%。报告还指出企业AI token将商品化，多数任务无需前沿模型；AI已驱动标普500回报的65%-80%；NVIDIA仍主导AI加速器，但定制芯片可降总成本30%-40%；中国GPU自给率提升。UBS调查发现，60%监控AI预算的企业已转向更便宜模型，通过模型路由将简单任务分流至Qwen、DeepSeek、MiniMax等开源模型，以应对最高$35K/月账单及团队超配额200%的压力。

## 正文

🇨🇳🇺🇸Chinese AI models are up to 50 times cheaper than their American counterparts on a per-token basis.

Especially Qwen, DeepSeek and Kimi, which pressures OpenAI and Anthropic pricing.

• From J.P. Morgan report titled "Semiquincententacles: the US grip on global markets at 250" found that

The report said Chinese firms accounted for over 45% of all traffic on the AI aggregation platform OpenRouter by April 2026, up from under 2%in late 2024.

Some other findings from the report.

• Enterprise AI tokens may become commoditized, because many business tasks do not need frontier models and can run on smaller open models.

• AI has driven 65%-80% of S&P 500 returns, profits and capex since ChatGPT, creating clear signs of investor overexcitement in semiconductors.

• NVIDIA still dominates AI accelerators, but custom chips from Google, Amazon, Microsoft and Meta are gaining because they can cut total cost by 30%-40%.

• China is catching up in AI, with better models, rising GPU self-sufficiency and possible chip-scaling workarounds despite export controls.

• Taiwan is the US AI system’s weak point, because TSMC supports much of the world’s advanced chip supply while Taiwan is highly exposed to energy and food blockades.

### 引用推文

> Rohan Paul：UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models The pressure is coming from extreme bills, includi...