高盛已将其对中国AI收入的预测提高至130亿美元，这得益于国内AI模型的进步和成本降低。该投资银行特别将智谱AI的年终经常性年收入（ARR）预测上调至25亿美元，将MiniMax的预测上调至10亿美元。这种增长得益于竞争的加剧，MiniMax等公司以大幅降低的价格推出了多模态模型，DeepSeek则提供了其V4 Flash模型的API访问，该模型展示了强大的前端编码能力。 AI
影响 表明中国AI模型的竞争加剧和性能价格比的提高可能改变全球市场格局。
排序理由 高盛报告预测中国AI市场将显著增长。
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Rising cost efficiency and rapidly advancing capabilities from players like DeepSeek and MiniMax have prompted Goldman Sachs to raise its run-rate revenue forecast for China’s artificial intelligence model market by 30 per cent to US$13 billion. In a research note published on Mo…
Goldman Sachs has raised its forecast for China's AI model market to 13B USD, up 30 per cent from 10B USD, citing aggressive price cuts and breakthroughs from DeepSeek and MiniMax. The investment bank lifted Zhipu AI's year-end ARR projection to 2.5B USD and MiniMax's to 1B USD. …