EPISODE · Jul 18, 2026 · 7 MIN
0258:智谱港股蒸发1775亿,K3抢先造出Kimi时刻
from 幸运喜欢藏在努力里
智谱港股7月17号一天蒸发约1775亿港元,只因月之暗面的 Kimi K3 抢先一步,把国产开源震撼全球的剧本演了。这期从6月那场X对话讲起:研究员说中国模型追前沿还差7个月,马斯克说Q1,智谱唐杰硬接"用不了那么久"。结果K3在Frontend Code Arena拿到约1679 Elo登顶,从Anthropic公布Mythos档位算起只用了约3个月,比当年DeepSeek追o1的4个月还快。智谱承诺的GLM时刻还没兑现,股价先跌为敬。但比起这些时刻谁先来,我更想聊AI这轮泡沫什么时候破:四大巨头2026年AI资本支出合计约7250亿美元,收入却差着一个数量级,模型够用了,卡点在落地。
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0258:智谱港股蒸发1775亿,K3抢先造出Kimi时刻
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