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Kimi暂停新用户订阅！算力供需紧张催升租赁价值，“卖算力”向“卖Token”转型渐成趋势？丨行业风口_我的网站
A | 摘要 近期，月之暗面旗下AI助手Kimi因用户请求量快速增长，暂停C端新用户会员订阅。随着大模型应用规模扩大，企业对灵活、高效算力资源的需求持续提升，机构指出，算力租赁厂商有望进入量价齐升通道，行业商业模式正由“卖算力”向“卖Token”延伸。哪些产业链公司有望受益？ 投资要点 ① Kimi暂停新用户订阅，算力供需紧张推动租赁价格上涨 ② 从“卖算力”到“卖Token”，算力租赁商业模式或迎价值升级 ③ 机构关注这些细分方向 Kimi暂停新用户订阅，算力供需紧张推动租赁价格上涨 近期，随着大模型应用加速落地，AI推理需求快速增长，算力资源供需矛盾持续显现。
B | Kiara Advani rang in her very first Christmas after becoming a mother, and it was all heart. The actress shared a glimpse of the festive celebrations on Instagram, featuring a cosy red Christmas stocking that read “My First Christmas” and a beautifully decorated tree adorned with a personalised ornament carrying her daughter’s name, Saarayah. Keeping it warm and intimate, Kiara captioned the moment, “Merry Merry Christmas from my little Miss Claus,” making this holiday season even more special as she celebrates motherhood for the first time. Earlier, Sidharth Malhotra and Kiara Advani, who got blessed with a baby this year, shared a tender family moment on social media that left fans emotional. The couple posted a joint picture holding their baby girl’s tiny feet, a quiet, heartfelt glimpse into their new life as parents that was met with an outpouring of love and warm wishes. On the professional front, Toxic: A Fairy Tale for Adults marked Kiara Advani’s first film release announcement since she became a mother , making it especially meaningful for her fans. The makers of the film unveiled Kiara’s first look from the project, which instantly grabbed attention and sparked excitement. The reveal not only signalled her return to the screen but also added to the buzz around the film, with audiences eager to see her in this new phase of her career.ALso Read: Kiara Advani Reflects on Seeing Her War 2 Bikini Scene After Pregnancy。 7月19日23时，月之暗面（Moonshot AI）旗下AI助手Kimi发布《关于算力紧缺与会员暂停开放的说明》，宣布由于Kimi K3发布后用户需求远超预期，过去48小时请求量已大幅超出预估，并逼近现有算力集群承载极限，因此即日起暂停C端新用户会员订阅。 这一事件并非孤立个案。7月9日，腾讯混元通过公众号宣布，Hy3调用激增，WorkBuddy已紧急扩容。 算力资源紧张正在成为行业关注焦点。
C | 天风证券表示，人工智能大模型飞速发展，各类智能应用持续落地，社会整体对AI算力的需求迎来高速增长。算力作为人工智能产业的核心基础资源，其配套的算力租赁行业，已成为支撑AI产业稳步发展的关键赛道。从供需端来看，算力供需缺口不断扩大，国内外算力租赁市场已开启涨价行情。模型收费上调后，现金流有望持续改善，这将反哺上游算力采购需求，算力租赁厂商有望进入量价齐升通道。 据国盛证券，算力租赁是指企业或个人通过支付租金的方式，向拥有大量计算资源的服务提供商租用所需的计算能力。
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