【NewsBuddy】中國AI開源低成本 全球市場具影響力 Lower cost, local deployment: Chinese AI models find users from Southeast Asia to the Gulf

摘錄自7月5日香港《文匯報》：美國媒體上月底報道，儘管美國人工智能（AI）公司在前沿模型方面處於領先地位，但中國企業正通過提供更具商業吸引力的AI產品，擴張在全球範圍內的市場份額，全球影響力正「後來居上」——低成本、高效及開源。

A recent U.S. media report suggests that while American artificial intelligence companies remain ahead on some frontier model capabilities, Chinese firms are increasingly expanding their global market presence by offering AI products that are more commercially attractive—often emphasizing lower costs, higher efficiency, and open-source availability.

報道中提到美國領導層將AI視作爭奪「未來主導權」的關鍵一環，總統特朗普宣稱「誰能在這一領域取得領先，誰就能在很大程度上領導世界」。不過，分析人士指出，特朗普所說領先可能具誤導性，且只是暫時領先。

The report comes amid intensified competition over AI leadership. U.S. political leaders have framed AI as central to future global influence, with US President Donald Trump arguing that leadership in the field would translate into broader geopolitical leadership. However, some analysts caution that such claims can be misleading and may reflect only a temporary advantage.

摩根大通地緣政治中心5月發布報告指出，「頂級模型的前沿表現可能拉不開差距，結果愈來愈取決於提示詞質量、工具和領域整合，而中國的AI實驗室正開發出『在使用範圍上取勝』的模型。」

A May report from JPMorgan Chase's Geopolitics Center argued that top-tier frontier performance may not diverge dramatically over time. Instead, outcomes could depend more on factors such as prompt quality, toolchains, and integration into specific domains—areas where Chinese AI laboratories are working on models designed to "win on breadth of use."

在過去一年，中國企業在推廣AI模型方面進展顯著，用戶群體從東南亞到海灣地區的政府部門、企業及個人。例如新加坡政府支持的AI項目將基於阿里巴巴的Qwen構建，沙特阿拉伯正與字節跳動和華為合作，將AI應用於城市基礎設施。

Over the past year, Chinese companies have reportedly made notable progress in promoting their AI models overseas, with users ranging from Southeast Asia to governments and businesses in the Gulf region. Examples mentioned include a Singapore government-backed AI initiative said to be building on Alibaba's Qwen models and Saudi Arabia's reported cooperation with ByteDance and Huawei to apply AI to urban infrastructure.

困擾業界的AI使用成本問題正為中國企業創造機會，因中國的AI模型價格更便宜，運行效率也更高。一家頭部中國AI企業銷售人員指出，「許多行業實際上只需要美國頂級AI模型的一小部分功能，如果我們能以極低成本提供其80%價值，就足夠讓我們獲得那部分市場份額。」

Industry-wide concerns about the cost of using advanced AI systems may also be creating opportunities for Chinese providers. According to the report, Chinese AI models often have lower prices and run more efficiently. A salesperson at a leading Chinese AI company was quoted as saying that many industries may only need a portion of the capabilities offered by top U.S. models—and that delivering "80% of the value" at significantly lower cost could be sufficient to capture market share.

除價格實惠外，中國的AI模型大多開源，允許用戶下載並部署至本地，這吸引許多需處理敏感信息的企業，以及擔心AI服務漲價的用戶。

Beyond pricing, the report noted that many Chinese AI models are open-source, allowing users to download and deploy them locally. This can be attractive to companies handling sensitive information and to users concerned about potential price increases from cloud-based services.

與之相反的是，美國政府6月12日對AI巨頭Anthropic發布出口管制禁令，要求該公司暫停所有外國公民對Fable 5和Mythos 5模型的訪問權限，進一步阻礙美國AI模型的推廣。

By contrast, the report referenced a June 12 U.S. export-control measure involving AI firm Anthropic, which required the company to suspend access for foreign nationals to Model Fable 5 and Mythos 5, further limiting the overseas availability of U.S. AI products.

有分析指出，美國在AI領域的優勢隨時可能被動搖，美國AI公司專注於前沿技術進步，卻忽略產品的商業應用和傳播，如果中國佔據更大市場份額，完全可複製在光伏設備、稀土加工、電動汽車等行業的成功，用商業利潤回饋技術發展。

Some analysts cited in the report argued that America's advantage in AI could be vulnerable if U.S. companies focus heavily on frontier breakthroughs while paying less attention to commercialization and distribution. They suggested that if Chinese firms secure larger global market share, they could replicate strategies seen in other sectors—such as solar equipment, rare earth processing, and electric vehicles—using commercial profits to feed continued technological development.

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