According to experts, the price increase for large domestic models is a correction to the long-term inversion of the cost of inference computing power. In the short term, this is more like a recalibration of price and value, but if manufacturers only raise prices and cannot keep up with stability, users will vote with their feet. After all, replacement costs between models are falling. In the future, we need to continue to pay attention to the double verification of the price increase strategy: on the one hand, whether the manufacturer matched the capabilities of the new model while increasing the price, rather than simply increasing the price of the old model; on the other hand, we should pay attention to the direction of the price increase revenue and whether they have expanded computing power and service capacity building.

According to experts, the price increase for large domestic models is a correction to the long-term inversion of the cost of inference computing power. In the short term, this is more like a recalibration of price and value, but if manufacturers only raise prices and cannot keep up with stability, users will vote with their feet. After all, replacement costs between models are falling. In the future, we need to continue to pay attention to the double verification of the price increase strategy: on the one hand, whether the manufacturer matched the capabilities of the new model while increasing the price, rather than simply increasing the price of the old model; on the other hand, we should pay attention to the direction of the price increase revenue and whether they have expanded computing power and service capacity building.