2025ڶȣйƶҵȽĺ۾úͳ֧̬ƣڼҵںϵ˫չֳǿΧƼºԼҵϢƶQ2ɨ輰졣
۾÷棬GDP ͬ 5.2% 1.1%ѡͶóγɶ֧šѵºͻг;Ƚ졢ҵͶ;IPO Ͷгů۹ɺ C ¹ͬ
עϸҵṹ㲢ƽ6.18ٳ̬3C˶Ʒͻ־̺չDZ;г“ǿ”֣ǿȲռг;ϷгΡζCI ϷӪпأЧû;̾гȾͷBվ붯̾磬ߵƸ;гһ˴˾Ѵ¸ߣ;ܱƵ;ʽCIڴģͼбҵб䣬ģխƻģӦ̬չ
չ°꣬۾ýߵۻЧӦʱгͼ½ЭͬƶҵCI ȵǶ̡áϷҵģʽЧŻ2025 ꣬ƶվһּ볡ںϵٽ㣬ӭȫµڡ
Ŀ¼
1.۶죺4
1.1.ָ꣺ н̬4
1.2.߱仯ǿѭѡ6
1.3.Ͷʣ ůIPOгȶȻ7
1.4.ƶ̣CIܸҵάӭ9
2.ϸг죺10
2.1.Ƶƽ̨ƽƷսԣչ10
2.2.̣6.18̬21
2.3. ֡ޣȻ24
2.4.Ϸ αۣCI26
2.5.̾磺 ʽ볡30
2.6.Σ 㿪̬33
2.7.ʽCIģͼٵͷ37
۶죺
ָ꣺ н̬
2025ϰֵ 66.05 Ԫ 5.3%ȫԤĿλˮƽּ2025ڶGDPͬٴ 5.2% 1.1%ߵеЧӦ֣ҹȲ̬ơ
ϸַϣºͻͶʷֻԡƷܶ 24.55 Ԫ 5.0%һȼӿ 0.4 ٷֵ㡣Ծɻߴҵ硢ҾߡͨѶĵƷٳ 30%; 7.43 Ԫռܶ24.9%ҵ̶̬ʲͶ(ũ)24.87 Ԫͬ 2.8%;زͶʣͬ 6.6%ҵͶʷֱ 4.6%7.5%Ҫ֧;زͶ½ 11.2%½Ʒ۶ֱ½ 3.5%5.5%ҵȵСҵͶۣϢҵ졢豸ֱ 37.4%26.3%21.5%ʱ߶˲ܡ
ˣҵֿ2025ϰ꣬ҹģϹҵֵͬ 6.4%װҵҵֱ 10.2%9.5%幤ҵ 3.8 3.1 ٷֵ㡣ֲƷԴҵˡ3D ӡ豸ֱ 36.2%35.6%43.1%šũҵ屣ƽȣ 1.50 ڶ֣ƽ;ţ 4843 ֣ͬ 2.8%ָ 4.24 ͷΪ°ȶ춨
Ѽ۸ƽȣCPI2025ϰ꣬CPI ͬ 0.1%۳ʳƷԴ۸ĺ CPI ͬ0.4%;PPI ͬ½ 2.8%6 ½ 3.6%ҵԴȥΡ
ҵݷ档2025ϰʧҵƽ 5.2%һ½ 0.1 ٷֵ;31гʧҵΪ5.0%ҵȶ
“̱Ԫ”ĺȻ֣ҹQ2ֲָǡ̬ơϹز“ѭ”ƣΪгϸгĸԤָһǿ
߱仯ǿѭѡ
ξ425ջΪȶ“ȾҵҵгԤ”ܻ“ȭ”(ѡͶʡ)빩(ҵӪ̻)ЭͬͨѭȷԶԳⲿļ仯
Ϊ4ߵص㷽ҵ棬Ƴ“ȾҵȾáٸչ”һӾٴ룬ְҵѵԹר;棬MLFͶ6,000ԪڳرծУ20500Ԫ30710Ԫ;棬°桶סլĿ淶ȷ½סլ߲3ס4㼰ϱװݣԸζ©չרΡ
ǿѭ5µص㡣515գԺٿǿڴѭƽᣬ“ҪظЧáƴҵںϡҵ걸趯̬ƽ”ĴȷǿѭսԲ; ڷ棬“”µ0.25ٷֵ㡢µ0.5ٷֵ㡢5LPR10㣬г; Ӫ̻棬Ӫôٽ520ʽʵʩݸǹƽͶʴٽƼ¡ϵȶ棬ҹһרŹӪ÷չĻԷɡ
ѡΪ6µĹؼƽ7´ƷԾɻʽ𣬷ƶʵÿ¡ÿܵ“”ʽʹüƻ;Ѳ棬еָ֧ǿڹھͷžDZٽѹЧܡŻѻ֧űϵ19صٴ룬֧־աԸ
ڶҹ“ǿ”̬ƣչȣҵصݽЧΪ۾÷չ
Ͷʣ ůIPOгȶȻ
2025ϰ꣬ҹʹģۼΪ22.83Ԫͬڶ4.74ԪУʵ徭÷ŵҴ12.74Ԫͬȶ2796ԪйʻȽĻ£ֳģŴṹŻĻ̬ơ
вݣ20256£ҹͶĿ2,000ȶҵȽΪʱעQ2ͶĿ148655;Ϣҵ6ӭȷֱ14718ĿͶгȶչͷҵȲ
Ƿ֣2025Q2йҵгֳյ̬ơһ棬ֺ֧гĵ˫£IPOгԾʹģWindΪ2025Q2г359IPO벢ȴͬ»123;۹гͬһΣ֤ȯ¶20256µףڴ210ڣʷ¸ߡ
ӰǶCIͶ¼2025Q2٣Ͷʰʼӣ6±ĩƼB+ʣԪ;ƼCʽйƶ»ѶȹͬͶʹģԼ7ԪͶֵԼ120ԪȡΪCIģ͵ļٷչܻ˵ȲҵܵʱҪע
ϣ2025Q2ҹͶůгȲǿ
ƶ̣CIܸҵάӭ
20256£ҹģ11.23ˣռʴ79.7%;У60꼰ģ1.61ˣȶ̬ƣΪõĿٷչҪá⣬ͬҹũռΪ69.2%2024121.9ٷֵ㡣ٸˣõȷ徭
Ӵݼºݣ20256ҹֻ豸Ϊ12.73ڸӸߵ䣬Ծɻ´һˡ⣬˾װCppȶ75ңҵͷCppռûճʹƶ豸Ҫʱ;ͬʱ˾ÿʹƶ豸ʱQ2ӽ6СʱCIֵĿûԤûʹƶ豸ʱ佫һ
ϸҵCI˸ҵķչƽ̨¹ܣೡµû֮ҵȴֱýƳCIֵ֡ȹܣûѡԱȣûѶȡЧ;ϲƸƳ“С”ΪûṩCIڹܼҷṩгȵ㼰ƽȡCIȫ渳£ҹƶӭڶռ䣬ƽ̨Ȧͻӡ
ϸг죺
Ƶƽ̨ƽƷսԣչ
2025ȣ缯᳹Ʒսԣĵھ봴ںϲϷڴ̲Ԥڵ£ͷ缯չ𱬸ӱȳΪ˾ƷսԵԽʯ
ºiCpp2025ڶȣƵMCUDCU»ҪԴڼȱ٣ͷ缯ŲԤڡ
ûճϿQ2Ƶĵ˾ʹôʱﵽ¸ߡ
2025ȳƵƽ̨߹¾缯70ȥƽķϣԾ顢ɡռþʵſᡶ߸ļ밮աһΡΪףΪṩ顣ľ缯Ͽ죬ںǿϲ硢ഺ顢õȶԪأΪ缯ṩݴ»
ȥͬ“”Ƶľδܳɹӭ±㣬ֻӵ4ʮڵľ缯䲥űڴ“”“ڵ”ӳɵһУſƵաѶƵȶͷȾʮڰ
ſƳʮڲʺþ硶غ롶õǡغλS+ס
2025Q2(ա)76ͬ1ͷյϿ“N”ռͷſᡶ֡ڳϳ£“ٶ뼤”ģΪֵýİ
ҵѰͻƣſ“”“”Ϊȵ֮ͷ
ºݣƵƽ̨徺ȶաѶƵſƵռҵǰ塣
ӵʹʱھ缯ʱ̵£ſʱףͬʵ40%ϵȡûſ⣬ƽ̨ضûռȳ½ƽ̨IJճ»
ſ“ΪȫԸ”Ʒ£ػû顣
ʾ缯ͳƣ2024-2025꿪꣬ſƺS+缯15¾1Ƶܼ£ƳˡīƼ䡷ˮ¡Ѻ塷ɳȶಿƷ2025Q24¡õ¼̨˫;5¡غ߰Ƕ̰Ȳڸƽ̨ӾհΪȱ;6£ʽƳļĴ硶Է֮۾ȳ
ӴͰͼŲƱʾҵǿԼſ鼯ŵ55.5Ԫͬ12%;龭EBITCӯ3600ԪҪſᾭӪЧʵӯ
ݴſƾ缯ңҵͷ˲ţ20255£ſַȫ³“ſԭ”“ǿ”“ϵл”“Ұ”Ϊģù´ͬʱſᷢչ㡢Ӱҵǰؼ80㷢רλȫס
2025ſ᳤缯ƵȦ
ͷƽ̨顢ɡڣͬ۽ڵ“ѹû”
2025꣬Ƶƽ̨ƷݡԪҵ·չѡϿƵƽ̨ھ顢ɡ缯ıشߡ
ģ
缯Ĵֱϸֱǩӻ϶ΪΪںϰ顢ϲ硢ȨıɵȶԪصľ缯Թװܿվ缯Ӷ࣬“װ+Ȩı”尮ΪȷĻšŵѧΪʤļɡִ졢ս缯ݴ²
ſᡶغΪȴ̵ı磬“++IP”Ϊغ“ò”ĻӲű̱Ϊϰ굱֮Ĺװ֮£ѶƳԴġ֦ͬIPϷǰסʽ¡ǿʸеȱԪأı༰עˮءԱ⣬Чۿۡ
ڽִϣƽ̨ƵѶƳľͷΪײ۽δƶȵĹ磬δհףΪ
ģ
2025ɾ缯ؿһꡣȣߡ֮¡˴ͳΪģʽŮӽǿչ졢ȱŴ̼аϷԳ棬ۿԹѵǿ⡣
ſߵġԷ֮۽ɨڷΪײĵӾ磬“”ļ鹤һһں
ͬʱɾҲڱؿг־߿ߡ·̡Աݼͬʻڶ⡣ݴ¡ϽɾδҪͻƵҪ㡣
ģ
ijΪûӳ缯лȡʱ̼ԴΪ缯ʸСѡ߶ߣΪƽ̨û·
2025ȣľ缯ӭСƳǶɡ缯ԡɽصΪ»ףͨ“һһ”Ԫߣ“”ĶԪӳ䵱˼
ſᡶ߸ļ϶áʽֲѧŶЭȺ߹⡢ͬɳײõƽ̨ȶȰףΪʽ
ģ
ֵ۵ĸı䣬Ӿ۽ͥŮְɳķչҵĹȡһȣſƾײ۽ҵĶо缯õʵ̨˫˳ʮڵЧγȹˢ罻ƽ̨
û
2025ȣƽ̨ûʹΪȶϼȶλûԱϿҲͬԱƽâTxŮϴ
ӵֲſᡢѶաһһûгϵûռУ¼ſǿâTxԶ߳м³г
ûſἰѶƽ̨Ⱥ壬չûء
ſ15µĵû“糡”“ſٶ”ɹﲢDZгγ “ȫ㸲” ݲƣǿƽ̨ۺϾгӰ
δչս
2025ȣͷƵƽ̨缯IJδȥIJԽڴѺQ3ڵ20257£ſᡶɴâTx巼ǰĹעƽ̨ҲԽij缯˽ΪϸIJ֣ѹûQ3ƵƵߣ
ſδ߾缯108þ硶ơȨı硶ʮļơӴս硶ϲⶥ̽硶ƹ永֮ż̨ϡǧ㡷Ӱȼ÷㡷ΪδȻİԤԼ缯;У!ǽƶƵھżȽ“N”عͷźˡռŶӼϲǡ2025꣬ſȲ˼װ桢ɡðģͨҹ糡糡˼䱦ᡢ۾糡õȾ糡Ӫһȷ;ͬʱƳ“ſԭ”ƣһƶݾƷսԡ
ƬԼ98þ硶СȨƪɾ硶Ƴ¼֮ȴ˾ڴг;õ塷ɽʺþѶ;硶ˡȨı硶һЦ衷Ϊ㵱ҡѻôעԤԼ50;N6ֵ3ѳΪƷգн60ԤԼ
Ѷδ߾缯102СҫۡҡżδȻ𣬡Ľǡҹ顷þҲõ˹ڽ϶ڴϲҹھͳ3Ķźŵ8˶6Ķoffer7Ƚϵеȶȡ
ͻΧȦṩ飬սչ¾гռ䣬2025곤Ƶ°
2025ȣ缯ڶ̾³Ѱͷ缯ıΪ缯Ѱҳ“Ʒ”ͻΧ·ʵ塢лں϶ԪءϷͻ촴ȡ̾IJ컯УظӵĹ¼ܹ·Լḻ죬ڶʵ˼ľ缯ռһϯ֮ء
Ϊй缯Ҫչ·غںҪƽ̨100ҡIMDB9.1һ9.5ٽɡ½ NetfliV ڰչվȾȫ15+ҵʵʱŰTOP1߾缯ԡںϴͳĻCIGCʸУΪйĻ “߳ȥ” ˸ͨͬʱҲΪ缯չµгռ䣬ƶҵγԷչ֡
̣6.18̬
2025ϰ꣬Ʒܶ24.55Ԫͬ5.0%УƷ۶22.20Ԫ5.5%ͬڣҹȫ۶7.43Ԫͬ8.5%;ڶ۶3.81ԪгԤڡУϰʵƷ۶6.12Ԫͬ6%ռƷܶıΪ24.0%ںߡƽ̨ȶӰ£ҹгٻ¡
ƷԾɻߵijش3CȲƷ۶2025ϰ3CƷͻ7.5ǧڡͬ8%ֻܴ豸CIͬʵֱ626գҷίʾ7½ʵƷԾɻ²ϴΥΪʵ°Ʒ߸ߡ
ͬʱ˶ϰӭͬ۶1.9ǧڡͬ20%ԶΪƷGMxϰͬ45%“ɽҰӪ˶Ь”عؼѹתԼ罻ӿ֣ûʼע“üʵ”ø°ķչ
6.18ΪڶҪĴٽڵ㣬“ʷ”6.18Լ40죬עƽ̨DCUǰ“Ԥۡź”ȴͳӪгƽ̨ٳ̬ս
ݼºʾԱDCUδ6.18ڼԷֵУ“̲”ȻԱDCU5³ӭһν513յԤۿƽ̨DCUƽ5;ͬDCU仯5Ѯ“618+”ȸӰ£˴û룬618սߡ
֮£ƴû6.18ڼ6ѮʼƳ羺“ϲ”źϡеƷȡƳ“618ҹ”ٽһջֲ“”ǡƴƳ“ǧڲ”ʱͬʱڸȯţ߹ע٣DCU5µ2.66µ2.7ϡ
ͷƽ̨ڽϾ6.18ջǿƥ䣬Ϊ߶ڵṩϸƷŻݲƷƥûδΧƹڵĸ·ΪûṩٰװעûΪɡ
̷ֵ棬ڵڶûģȲ߸ߡݼºݣ20256¾û1,286.3ˡ4260ϡעû䣬ûн28%Ϊ16~25Ⱥ壬ͷݵƽ̨ݣû¶“”ĿƵ2025ϰ۶ͬٳ70%δȵĶֵ̽ΪûȺ彻Ҫƽ̨ƷĽƵμ۶ˮǴߡ
֡ޣȻ
2025ڶȣгİȻDzɲ̸Ҫ⡣
2£ʽ“”ҵƳ“ڲ”ƻּͨģʽͶ룬Ѹû̼ңռгݶ;Σפ̼ʵ“Ӷ”ߣ̼ҽפ;Ϊֽ籣ֵĸϡ
3µף40նͻ10045Ҳפȫ142м4³ƳڲŻȯ룬421գƳ“ʱⵥ“20Ӽ˻ȫƹʹþռгݶûݼºݣ20254£û4,517.666.1%5Угܾ״Լ̸Ҫƽ̨Ҫƽ̨ҵ淶гΪʵʩ۸ΪΧš“ս“£ʵʲδŻͻơ
ΪгǾ“һʯ“ҪսԲԡһ棬ϣΧͬ͵ĹӦƣռƷг6·Ƴ“С”ģʽԿϣھһʺϾڷչгзֵһ;һ棬ҵΪû棬ݼºݣ20255¾˾ʹʱ17ӣ3˽1ݹٷݣûнӽ40%ĸʻͣʹþ鿴Ʒµҵɰʡýƽ̨ͶŹķãһá
䲢δֶܵǿҳڸԵĵʵ˶ݵûݼºݣ20255УܾDCU700ϵڶȳ
ΪгݶִƣгݶѺͬʱ3Ƴ“18ȯ;4³ΪֲϱգԼѮƳȲ֮£ͨӪտزгԱ֤гλ
6£ôʽ밢ҵȺߡԱҳһڣ7³Ա500ڲʽս“ǿ“սʽĻϸҵIJ״Ԥ㣬Ԥս11֮ǰгֻȶ541
Ϸ αۣCI
2025ڶȣҹϷгԱ̬ƣͲƷӭˮгڶĴٽ֮ȶչ
Ϸίݣ20256£ҹϷгʵ268.9Ԫͬ»УƶϷгΪṩҪ2025ϰҹƶϷгʵ۽1,253.09Ԫͬ16.55%ռͬϷг74.6%
ΪƶϷгҪɣQ2ݲȫͳƣ10ߣиRPGΪ淨ݼºй5Ԥˮͻ100
ڶУ5αֽΪԤԼ5ϷˮͻԪУӢ֮ءΪ“ת”IJƷǰԤԼ500ΣiOSˮӽ1Ԫȫͻ2ϡݼºʾ5²Ʒվ6³վͻ50Σ7ڳΪPC˵“Steamװˢˬ”ƾ“”ƴͳɳϷݣңʵЧȦ
һ棬ͬΪƶϷгУѶ¡жг㣬ԾûȲݼºʾ2025ڶ伾DCUΪ279.5Q173.6%ͬʱCppûγɽΪȶʹϰߣQ2˾ʹʱȶ60¡˾ȶ3ϡݻͨ“Ѽʡש”Ϸûƶ˵¼Ȼͬն˼Ӷս˻ͨϷȻܹ棬ϷӰµԤΪѶ10+ˮδչǰ
Ϸȹ̣“+”ĴȻã硶Ӱߡ5½ɫ¾飬ˮ10%ܾDCUȲǽӽ500;硶ƽӢͬ¿ǹеƤƳʱ⸣ƬȻˮȶTopڶҰܾDCU6ӭһ2300ӽ2500ҡ汾ȻλĹؼҸԸԽΪ
֮£ƶϷгļͬʱCIϷҵӰ죬ڶдϷҵCIֲƷѳأϷ⡢ϷЧʡѶ6ƳxISxISEΪϷߴϷȫ·GoSkinningΪҵͨCIƤģͣɫͣͳ˹Ƥʱ2Сʱ;ף6³Ƴ칤˷ϷҵCI;飬˹ʵزɡûΪԤȹܵȵȡ
δCIͷϷҵҪϷЧʣͨCIǿNPCܸϷԡͨCIΪһϷΪijȵȣϸַCIķռ䣬
ϣԴڴ֮УܹϷгпDZڴ2025ϷҵӭƷı
̾磺 ʽ볡
CIܡƷ̾ӿ֣2025ϰ̾гԱȶ̬ƣͷҵƷ֣ƽ̨ء
ӹ滮г̾ӡ20256£ȫص̾滮ʾ̾繲3169,079;Ӽȱ2025Q2ܱ̾85130.7%УСΪҪģŴԽıѡ
ƽ̨棬طΪ̾Ҫ֮һ2025ϰ꣬ҹƵ75̾磬ײ63ͬ5232ͬʱעطӵIJͬ26Ƶ̾磬ͬۼӴ16.8˴Σӽ2024ȫ̾˴ε2ע缯硶ʨɽ2025ϰײ˴δ45,504ˣǶӶ̾ʰףCxB̾Ӽ¼طӶ̾Ľ̶ܳȫǿ
ƶˣѶ̾ΪҵµľԶݼºʾ20253£̾¾DCU2,662.5ˡûʹʱ9.4Сʱ(˾ʹʱ1Сʱ)
ȣ2025ϰ곹״ͨ“С˵”˴ĶҶ̬̾“ƻ”¾ߣ̾¶̾索ڵڶȲ߸ߣΪռгṩ;ΣѹۿıδԸ/̾IJ6Ϊ“լ”“ﾭӪ”ȶǩ϶̾70~100ңȶȳ߸ߡֳɱͼߵʼƽ̨ݵֶΣ414պ̾ˡ籾ʱߣ֮״ﵽ12+ֳɱ20%ߵϲⶥµĺѳΪҵ“Χ”ҪĿ꣬“ֶ̾”ѿʼΪͷҪսԷҵһӾ硣
עƽ̨ӪΪҪ“”ҳӡȣ綶ƽ̨Żķ˲/ƻԲͬ͵ݴṩ֣519գȫƳĶ̾ߣ뾫ƷơƷͶʡȨȺģʽ缯ıɴ500Ԫ
Σ²ԡ´ʼڲƽ̨֡BվQ2̾磬“ǿС˵”6Ƴ“Ѽƻ”UPMCN̾˾ṩ30%100%ɱ֧֣ߴ80%ķֳɱȡݹٷ¶2025Q1 Bվ̾ݵˮѳǧȻٳ140%“³”ķʽBվ̾ƽ̨̬öķʽܹЧߺͷ˿ľ룬̬Bվ/С̾紴ߡ
ҿʼӿ̾ҵ7³СREDMIƳײ̾硶ʱպϻˡƷԲݣΧƷƷ;2024Ѯ“̾”ģھCpp“ҳ”У20254³ʵ“̾籣+ŷֳ”ߡ6.18Զ̾ijעĽ̾г“н”Ƹ̾ݲӪ20нĴˮƽгע
̾гҰڽΣҵҵģʽͨͷƽ̨гݶҲȹ̡ڴ˱£/гľһӾ磬CI£ǿ“̾硢˶̾ġƾ”ڽЧĴ£̾ЧʽΪҵ
Σ 㿪̬
2023~2025꣬ҹгʰڼճ˴ξ̬ƣοʼΪ̬ѡ2025Q2һѾ¸ߡ
һڼڼ䣬ҹ3.14ˡͬ6.4%λѹ1802.69Ԫͬ8.2%һ棬οͿʼѡСͷݼ⣬ҹTop50 5CӴο2730.8ˣͬ4.5%һ棬ӵȶһߡһ߳Ȼοһյѡͬʱѡ³гΡھСĿĵصûҲȺֲ“ͷֲ”
ڼڼ䣬ҹ1.19ˡͬ8.2%λѹ427.3Ԫͬ5.9%ڼοͳƫøΪһ棬2025һͯڵӣƶȶ߸ߣ“ֳͯ”ŹͬȲ;һ棬ڼݳՆݳƱطβҵ
⣬2025ڶȣ뾳Գ𱬡2025612026531գ͢³ͨԱǩߣҹֶǩԣοΡ
Ķο뾳“һ”ڼ䣬ҹع1089.6˴Ա뾳վ217.9˴Σȥ“һ”28.7%ճ뾳ͨ߷53գ229.7˴ΡΪгŽһ絼ΡƵȷڲҵַϻѳΪɺο͵Ҫʽ
עο͵мƻѡǷ֣2025Q2ûʼѡ“;ܱ”ڻѶĵݣ18.9%ûѡ6~9½3ϵʡܱ;ѡεû٣3.1%3.0%ûʾ6~9½2ϵĶ/߳Ρδ;Ƶijһɢοͳѡ
ƽ̨άȳǷҵڣCIȹؼĸܣ֡ݼºݣ20256£ҹҵԾվûֱΪ1.74ڡ108.5ˣУվԾûͬ3%;⣬ͬҵû˾ʹʱΪ6.54ӣͬ73.9%ûγƽ̶̨ڽһУDeepSeekȴģ͵ĿԴΪͷƽ̨CIṩ˻ᣬCIƽ̨ûû
CIغؿƽ̨ķûɽиԻγЯΪ4µƳ“;”CI CgentԤûƫãΪûƼԻƷͷ;ͬڣ;ţƳ“CIСţ”ԴϣʵԶȼۡԤһվʽ⣬ҵǶʹCIѳΪҵδԵҪݻѶУг7ɵҵþδ/ʹùCIߣҪӦЧá⡣δϸƽ̨Ҫгǰ
ϣ2025Q2ҹҵQ1ĸ̬ƣڼճ˾ѾȶͬʱͬȺڳѡƻϲϸCIҵıòҵṹĹؼ2025°Ϊҵͻ
ʽCIģͼٵͷ
20254~6£ҹ93ʽ˹ܷڹŰɱͨCPIӿڻʽֱӵѱģʽ˹Ӧûܣ74ɵǼǡ2025630գۼ439ʽ˹ܷɱ233ʽ˹ӦûɵǼǡ
һ棬ڴģQ2㿪ϸӿֶƻģ͡ڳ̾ʼٲֿضĴģͣԴ롢칫÷ȷбռгݶһ棬ͷ콢ģQ2ٸµ4ֽSeed-Thinking-ZZZ1.5Լӿռ䡢ѶԪCI;5Deepseek“С汾”Ĵڷ128K;6°￪ԴQwen3-Embeddingϵģֽ͡Doubao-Seed 1.61.6-flashߵȡϣ2025ڶΪCIģͼбµĹؼʱڣȻгϲδӿִƽ̨ģ͵ڼ
г棬ͷCIӿIJ֣ƷƳܡOpenCIעCг飬Ƴo3o4-miniģͣԻģʽ;GoogleQ2ҪI/OߴᣬϸGemini ģͣTokenѾΪߵѡĴģͣTokenݶռȳ20%;Cnthropic6Claude4ԽGPT-4-turboֹ6µףClaude Sonnet4ѳΪTokenߵCIģ͡
20257µCIģTokenʹﵽ3.41T4Ѯ1.7Tһϣ1µ3~400˽10߿ʼôģͣϸֳCIߡͬʱǷֹڡģڱϲڼ̣ڵһݶӴģ峡µͨѸ
עCppˣʽCIгַת䡣Q2MCUDeepseekȲ߸ߣ6ڴﵽ1.66˴Σ9.8%5ߵ“ʵʱƵͨ”ܽһԣ6Doubao 1.6ģ͵ķδгӰDeepseek棬R1ıʹ2ӭһɹҵĿԼģƵʵķŻDeepseekԾû»гӰ죬MCUQ2ȶ1
ʹͷʽCI Cppûճѳγɡݼºݣ
2025Q2ͷʽCI Cppû˾ʹʱ10ϣжȾTop1ûʹʱƽ12ϡͬʱעûûͬڴ5ϣѶԪDeepseek3ҡѡܣȷƵȾӹʽCI Cppλ
ϼºǷֵ¶ûͨƶ豸ʹCIƷʹó²ȣCIΪ桢ֻʹáڴˣעCppCIƷɸֱ۵ذ˽ûʹƫãʽCIγɸĶ졣
ƣCI Cgent֪ʶȸ𣬸ƽ̨ٸṩḻõĹߡCgent棬Kimi6µڲDeepResearchģضµCgent̬ڼγ;ӿռŻPPTܣƵҳα༭ӵCgent֪ʶⷽ棬ѶimaΪҵµͷƽ̨ݼºݣCpp20256DCUֵѴ87.4120%䵱ԽСȫ˲ֲЧij֣ûӴʹCI֪ʶ⣬CIогһע
˵
1.Դ
1)ºiCPP(MoonFoV iCpp)ڼƷƽ̨ҵݼºiCPPƽ̨ԸƶӦôݵھϴ㷨չͳ;2)ºiBrand(MoonFoV iBrand)ȫƷƶ췽ŵûȶάݽͳ;3)ºiMarketing(MoonFoV iMarketing)ƶ˴ݺûǩȺԡλá켣Ϊƫõȶάݽͳ;4)ºݣͨºƽ̨;5)ϷռݡϾϵطɷ棬ûϷȨɼݣͬʱγɴݷ档
2.
ʱΣ20231-20256¡
3.ָ˵
ָοҳע
4.
ºMoonFoV DataṩϢϵݴݳͳơССģԤ⼰о㡢óͳƷеκԴͼھԣºMoonFoV DataҲ⡣ºMoonFoV Data㡢óϢοºMoonFoV DataϢľȷԡԡԺͷȨκα֤κλԮϢȡκжɵķɺ뼫ºMoonFoV DataأɴνΪ˳е
5.˵
ºоԺĴԸи꾡ķҵ죬ڴ
6.Ȩ
ΪºMoonFoV Dataе֡ͼƬص̱ȨķݲɼڹϢȨΪԭСδ˾ɣκ֯˲κʽƻݡκδȨʹñҵΪΥлȨɷĹ涨
ڼº
º(MoonFoV Data)йȵȫݶרҡƾȫȶȫϹƶݸԼרҵݷ˹㷨ºȺƳƶӦ(iCpp)Ʒƶ(iBrand)Ӫ(iMarketing)ݵȲƷԼṩºоԺרҵоѯּݰҵгҵߡ
