DeepSeek再放重磅核弹！大模型价格降低超30倍，彻底改变定价规则。SpaceX发布Grok 4 6，能力追平Fable 5 【Vic TALK第1764期】

Market Trends & Industry Dynamics - DeepSeek-V4-Pro-0813 achieves capability close to top-tier models while maintaining a price 30 times lower [1] - Token pricing wars escalate as prices drop an additional 94% compared to Kimi K3, prompting low-cost models to replace basic AI tasks [1] - New API versions still exhibit early stability issues [1] - Grok 4.6 catches up to the first tier, with Grok 4.7 anticipated to release in 3 to 4 weeks [1] Investment Opportunities & Potential Risks - Chinese models lead global Token consumption, signaling that large model competition landscapes will be reshuffled [1] - NVIDIA GB300 release triggers significant market reactions [1] - Price reductions deeply impact end-users and reshape large model pricing rules [1]