国泰海通｜电子：Anthropic禁令加速国产AI替代

Core Viewpoint - Anthropic has announced a global ban on providing Claude services to companies controlled by Chinese entities (over 50% ownership), citing legal, regulatory, and national security risks, which may result in a loss of hundreds of millions in revenue for the company [2]. Group 1 - The ban affects major Chinese internet companies such as ByteDance, Alibaba, and Tencent, which rely on Claude services for their innovative and international applications [2]. - Domestic AI companies, like Zhizhu and its GLM-4.5 model, are quickly launching migration solutions to attract users from Claude, thereby accelerating the domestic replacement process [2][3]. - The trend towards self-sufficiency in domestic AI has shifted from a slogan to an industry consensus, with domestic chip manufacturers like Huawei, Cambricon, and Haiguang ramping up self-research efforts [3]. Group 2 - Despite the performance gap with international leaders, domestic chips are beginning to see large-scale deployment in key sectors such as government, finance, and energy [3]. - The closure of Claude services provides a "replacement window" for domestic models like Zhizhu GLM and Alibaba Qwen to rapidly capture market share through price subsidies and ecosystem binding [3].