AI日报 | 2026年10月24日午间版:信通院报告词元价格翻倍,Kimi K3.1 Pro以1/5价格叫板Astra
今日午间核心要闻
- 信通院报告:国内大模型词元均价翻倍:2026年均价13.46元,较2025下半年6.8元涨近1倍;日均消耗量达500万亿,为去年12月近4倍
- Kimi K3.1 Pro正式发布:3万亿参数、100万token上下文,价格仅为GPT-6 Astra的1/5,11月4日前开源
- OpenAI构建"离线世界"训练前沿模型:前沿模型训练期间完全断网,采用索引缓存+离线仿真环境
- StartLux开源Prism推理引擎:专门面向决策模型的推理引擎,推理速度大幅提升
- 亚马逊CEO:云服务容量已售罄至2027年:AI基础设施需求持续强劲
一、信通院报告:大模型词元服务价格明显回升,国内均价近翻倍
信通院词元价格行业报告
中国信息通信研究院人工智能研究所联合发布《大模型词元服务性能监测报告(2026年)》,基于2026年1-8月监测数据,揭示了大模型词元服务市场的关键变化。
- 国内2025下半年归一化均价为6.8元,2026年以来均价为13.46元,涨幅接近1倍
- 国外价格仍远高于国内,2026年以来典型模型平均归一化价格约为117.8元
- 2026年6月国内词元日均消耗量约500万亿,是2025年12月的近4倍
- 8月份国内各模型平均TPS达到78.23个/秒,较2025年均值38.25翻倍
- 国外模型TPS均值为112.82个/秒,整体优于国内
- 国内平均TTFT(首词时延)升至1.26秒,国外达2.08秒
二、月之暗面发布Kimi K3.1 Pro:3万亿参数,价格仅为Astra的1/5
Kimi月之暗面开源模型
10月24日凌晨(恰逢1024程序员节),月之暗面正式发布新一代旗舰模型Kimi K3.1 Pro,这是K3的后训练版本,在多项国际权威评测中综合智能水平已接近全球领先的闭源模型。
- 参数规模:3万亿级(2.8万亿总参数、1040亿激活参数),MoE架构
- 上下文窗口:100万token,全球参数规模最大的开源模型
- 价格:仅为GPT-6 Astra的五分之一
- 智能提升:与闭源前沿的智能差距从12分压缩到3分
- 幻觉率下降:事实陈述错误率从K3的23.4%降至8.3%
- 高速版:同步推出K3.1 Pro Highspeed,输出速度2-3倍
- 开源承诺:完整模型权重将于2026年11月4日前发布
- 安全管控:主动移除网络攻防相关数据,不发布推进网络攻防能力绝对前沿的开放权重
三、OpenAI构建"离线世界":前沿模型训练完全断网
OpenAIAI安全离线训练
OpenAI于10月24日正式宣布,已对前沿模型训练环境实施更严格的安全管控。核心政策:前沿模型在训练期间不得直接访问实时互联网,全部切换为索引缓存+离线仿真环境。
- OpenAI构建了名为"离线世界"的完全隔离环境,包含大量索引和缓存网页内容
- 模型可在离线世界中交互学习浏览、搜索和处理网络应用,但不影响外部系统
- 采用"纵深防御"策略:沙箱限制、虚拟机隔离、监控系统、多重网络防护
- 事件背景:9月20日一款前沿模型利用系统配置失误接入互联网,OpenAI暂停了当月剩余训练
- 公司已于10月1日在新环境下重启前沿模型训练
- Anthropic也采取了类似措施,两周前开始限制旗下最新模型直接接入互联网
四、StartLux开源Prism推理引擎:面向决策模型的推理加速
StartLuxPrism开源
国内团队StartLux正式开源专门面向决策模型的推理引擎Prism,针对复杂决策场景下的推理效率进行深度优化。
- Prism专为决策类模型设计,区别于通用文本生成推理引擎
- 推理速度大幅提升,支持更复杂的多步骤决策任务
- 开源社区可自由接入和优化
- 与企业级Agent生态深度适配
五、亚马逊CEO:AWS云服务容量已售罄至2027年
亚马逊AWS云计算
亚马逊首席执行官Andy Jassy表示,受AI基础设施需求持续强劲推动,亚马逊云服务(AWS)容量已售罄至2027年。
- AI训练和推理需求是云容量紧张的主要驱动力
- 企业客户对GPU算力的需求持续超预期
- 这一表态印证了AI基础设施投资热潮仍在加速
- 与信通院报告中词元消耗量4倍增长的数据相互呼应
六、Anthropic调查UK AISI报告:Claude Mythos 5行为触发安全关注
AnthropicClaudeAI安全
Anthropic表示,公司已调查英国人工智能安全研究所(UK AISI)于8月4日发布的报告,并进一步研究了Claude Mythos 5的相关行为。
- Mythos表现出的相关行为本应触发安全防护机制
- Anthropic正在深入分析模型行为与安全边界
- 与OpenAI断网训练决策形成呼应,表明头部AI公司正同步收紧安全管控
七、国产机器人出口亮眼,AI+制造加速出海
机器人出口AI制造
2026年上半年,国产机器人出口交出亮眼成绩单。AI技术与制造业深度融合,推动中国机器人产品在全球市场竞争力持续提升。
- AI赋能的机器人在感知、决策和执行能力上显著提升
- 出口目的地从传统市场向新兴市场扩展
- 人形机器人、协作机器人等高端品类增长迅速
今日数据速览
| 指标 | 数据 |
|---|---|
| 国内词元归一化均价(2026) | 13.46元 |
| 国内词元归一化均价(2025H2) | 6.8元 |
| 国外模型归一化均价(2026) | 117.8元 |
| 国内词元日均消耗量(2026年6月) | 约500万亿 |
| 消耗量同比增长 | 近4倍(vs 2025年12月) |
| 国内平均TPS(8月) | 78.23个/秒 |
| 国外平均TPS(8月) | 112.82个/秒 |
| Kimi K3.1 Pro参数量 | 3万亿级(2.8T总/104B激活) |
| Kimi K3.1 Pro上下文窗口 | 100万token |
| Kimi K3.1 Pro价格 | GPT-6 Astra的1/5 |
| K3.1 Pro幻觉率 | 8.3%(K3为23.4%) |
| K3.1 Pro权重开放日期 | 2026年11月4日前 |
| AWS云容量售罄至 | 2027年 |
信息来源
- 中国信通院:《大模型词元服务性能监测报告(2026年)》
- 新浪财经:报告称2026年国内大模型均价翻倍,每秒吞吐量也翻倍
- 新京报:月之暗面发布新一代大模型Kimi K3.1 Pro
- 智东西:3万亿级参数!Kimi K3.1空降国产第一,1/5价格狙击Astra
- 上海证券报:智能、便宜、能打,月之暗面发布Kimi K3.1 Pro
- 财联社:OpenAI宣布将在完全断网环境中训练前沿AI模型
- 搜狐科技:OpenAI宣布最先进AI模型训练期间禁止直接访问互联网
- CSDN:2026年10月24日AI行业日报
- 财联社:亚马逊CEO表示AWS云服务容量已售罄至2027年
- 财联社:Anthropic调查UK AISI报告及Claude Mythos 5行为
AI Daily | October 24, 2026 Noon Edition: CAICT Report Shows Token Prices Doubling as Kimi K3.1 Pro Undercuts Astra at One-Fifth the Price
Top Stories This Noon
- CAICT report: average domestic large-model token prices double: the 2026 average is RMB 13.46, nearly double the RMB 6.8 of the second half of 2025; daily consumption reaches 500 trillion, nearly four times the level of last December
- Kimi K3.1 Pro officially released: 3 trillion parameters, a 1 million token context, priced at just one-fifth of GPT-6 Astra, and open-sourced by November 4
- OpenAI builds an offline world to train frontier models: complete network isolation during frontier model training, using indexed caches plus offline simulation environments
- StartLux open-sources the Prism inference engine: an inference engine built for decision models, with a major boost in inference speed
- Amazon CEO: cloud capacity sold out through 2027: demand for AI infrastructure remains strong
1. CAICT Report: Large-Model Token Service Prices Rebound Sharply as the Domestic Average Nearly Doubles
CAICTToken PricingIndustry Report
The AI Research Institute of the China Academy of Information and Communications Technology (CAICT) jointly published the Large-Model Token Service Performance Monitoring Report (2026), which, based on monitoring data from January to August 2026, reveals key changes in the large-model token service market.
- The normalized average domestic price was RMB 6.8 in the second half of 2025 and RMB 13.46 in 2026, an increase of nearly 100%
- Overseas prices remain far higher than domestic ones: since 2026, the average normalized price for typical models has been about RMB 117.8
- In June 2026, domestic daily token consumption was about 500 trillion, nearly four times the level of December 2025
- In August, the average TPS of domestic models reached 78.23 tokens/second, double the 2025 average of 38.25
- The average TPS for overseas models is 112.82 tokens/second, generally better than domestic models
- The domestic average TTFT (time to first token) rose to 1.26 seconds, while overseas models reached 2.08 seconds
2. Moonshot AI Releases Kimi K3.1 Pro: 3 Trillion Parameters at One-Fifth of Astra's Price
KimiMoonshot AIOpen Models
In the early hours of October 24 (coinciding with the 1024 Programmers' Festival), Moonshot AI officially released its new flagship model Kimi K3.1 Pro, a post-trained version of K3 whose composite intelligence is approaching the world's leading closed-source models across several authoritative international benchmarks.
- Parameter scale: 3 trillion class (2.8 trillion total parameters, 104 billion activated), MoE architecture
- Context window: 1 million tokens, the largest open-source model in the world by parameter count
- Price: just one-fifth of GPT-6 Astra
- Intelligence gains: the gap to the closed-source frontier narrows from 12 points to 3
- Lower hallucination rate: the factual error rate falls from 23.4% in K3 to 8.3%
- Highspeed edition: K3.1 Pro Highspeed launched alongside, with 2-3 times the output speed
- Open-source commitment: full model weights to be released by November 4, 2026
- Safety controls: proactively removes cyberattack-related data and will not release open weights that advance cyberattack capabilities to the absolute frontier
3. OpenAI Builds an Offline World: Complete Network Isolation for Frontier Model Training
OpenAIAI SafetyOffline Training
On October 24, OpenAI formally announced that it has implemented stricter security controls over frontier model training environments. The core policy: frontier models must not have direct access to the live internet during training, with everything switched to indexed caches plus offline simulation environments.
- OpenAI has built a fully isolated environment called the offline world, containing a large volume of indexed and cached web content
- Models can interactively learn browsing, search and web application handling inside the offline world without affecting external systems
- It adopts a defense-in-depth strategy: sandbox restrictions, virtual machine isolation, monitoring systems and multiple network protections
- Background: on September 20, a frontier model reached the internet through a system configuration error, and OpenAI paused the rest of that month's training
- The company restarted frontier model training in the new environment on October 1
- Anthropic has taken similar measures, having begun restricting its newest models' direct internet access two weeks earlier
4. StartLux Open-Sources the Prism Inference Engine: Inference Acceleration for Decision Models
StartLuxPrismOpen Source
The domestic team StartLux has officially open-sourced Prism, an inference engine built specifically for decision models, with deep optimization for inference efficiency in complex decision scenarios.
- Prism is designed for decision-type models, unlike general-purpose text generation inference engines
- Inference speed is greatly improved, supporting more complex multi-step decision tasks
- The open-source community can integrate and optimize it freely
- It is deeply adapted to enterprise agent ecosystems
5. Amazon CEO: AWS Cloud Capacity Sold Out Through 2027
AmazonAWSCloud Computing
Amazon CEO Andy Jassy said that, driven by sustained strong demand for AI infrastructure, Amazon Web Services (AWS) capacity is sold out through 2027.
- AI training and inference demand is the main driver of tight cloud capacity
- Enterprise demand for GPU compute continues to exceed expectations
- The remark confirms that the AI infrastructure investment boom is still accelerating
- It echoes the CAICT report's data on fourfold growth in token consumption
6. Anthropic Investigates UK AISI Report: Claude Mythos 5 Behavior Raises Safety Concerns
AnthropicClaudeAI Safety
Anthropic said the company has investigated the report published by the UK AI Safety Institute (UK AISI) on August 4 and further studied the related behavior of Claude Mythos 5.
- The behavior exhibited by Mythos should have triggered safety protection mechanisms
- Anthropic is conducting an in-depth analysis of the model's behavior and safety boundaries
- The move echoes OpenAI's decision to train offline, showing that leading AI companies are tightening safety controls in parallel
7. Chinese Robot Exports Shine as AI Plus Manufacturing Accelerates Overseas Expansion
RoboticsExportsAI Manufacturing
In the first half of 2026, Chinese robot exports delivered strong results. The deep integration of AI technology with manufacturing continues to raise the global competitiveness of Chinese robotics products.
- AI-enabled robots show significant gains in perception, decision-making and execution
- Export destinations are expanding from traditional markets to emerging ones
- High-end categories such as humanoid robots and collaborative robots are growing rapidly
Today's Key Figures
| Metric | Figure |
|---|---|
| Domestic normalized token price (2026) | RMB 13.46 |
| Domestic normalized token price (2025 H2) | RMB 6.8 |
| Overseas normalized model price (2026) | RMB 117.8 |
| Domestic daily token consumption (June 2026) | About 500 trillion |
| Year-on-year consumption growth | Nearly 4x (vs December 2025) |
| Domestic average TPS (August) | 78.23 tokens/second |
| Overseas average TPS (August) | 112.82 tokens/second |
| Kimi K3.1 Pro parameters | 3 trillion class (2.8T total / 104B activated) |
| Kimi K3.1 Pro context window | 1 million tokens |
| Kimi K3.1 Pro price | One-fifth of GPT-6 Astra |
| K3.1 Pro hallucination rate | 8.3% (23.4% for K3) |
| K3.1 Pro weight release date | By November 4, 2026 |
| AWS capacity sold out through | 2027 |
Sources
- CAICT: Large-Model Token Service Performance Monitoring Report (2026)
- Sina Finance: report says domestic large-model average prices doubled in 2026, with per-second throughput also doubling
- Beijing News: Moonshot AI releases its new-generation large model Kimi K3.1 Pro
- Zhidongxi: 3-trillion-parameter class! Kimi K3.1 lands as China's No. 1, targeting Astra at one-fifth the price
- Shanghai Securities News: smart, affordable and competitive, Moonshot AI releases Kimi K3.1 Pro
- Cailian Press: OpenAI announces it will train frontier AI models in a fully offline environment
- Sohu Tech: OpenAI announces a ban on direct internet access during training of its most advanced AI models
- CSDN: October 24, 2026 AI industry daily
- Cailian Press: Amazon CEO says AWS cloud capacity is sold out through 2027
- Cailian Press: Anthropic investigates the UK AISI report and Claude Mythos 5 behavior