{"id":80700,"topic":"ai","source":"新浪财经","title":"我国词元需求呈现爆发式增长 预计2026年消耗量将达到10亿亿 - 新浪财经","url":"https://finance.sina.cn/2026-09-12/detail-inirqfie6538465.d.html?vt=4","url_hash":"75ab69d03aa4f8af94825f7485912f0e78a3353b","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMieEFVX3lxTE9uZmVUZUI2M21RQnFmVWtiaDF3dmlKbmRHNFFELWQ1Wk1OUzlxYmVQUkYxTktzcVAtdXBTa0ZDM2I2WWNCY0wzN282MjR3OTVHRXBfOXNNWEd2R2hXMWdVN201WWZkMWY4clc1VTBqVDNtQ0Rwa01YbQ?oc=5\" target=\"_blank\">我国词元需求呈现爆发式增长 预计2026年消耗量将达到10亿亿</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">新浪财经</font>","content":"我国词元需求呈现爆发式增长 预计2026年消耗量将达到10亿亿\n中国电信研究院发布的《智能体时代AI基础设施发展研究报告（2026）》显示，随着人工智能产业发展重心从大模型和算力竞争转向智能体规模落地、应用变现，我国词元（Token）需求呈现爆发式增长。\n报告显示，当前人工智能正进入以智能体为主要形态的全新发展阶段，智能体让复杂的人工智能技术隐形化、普惠化，大众和企业无需掌握专业技术，借助智能体就能完成全流程的复杂任务。\n中国电信研究院行业与企业战略研究所所长饶少阳表示，预计2026年我国Token（词元）年消耗量将达到10亿亿，到2030年将超过3500亿亿，年复合增长率接近12倍。\n饶少阳表示，从算力需求来看，智能体的爆发将带动我国算力需求持续高速增长，预计未来2~3年，我国算力需求平均每年将增长近10倍。从需求结构来看，推理算力需求将远远超过训练算力，预计2029年我国推理算力市场占比将达到80%。\n中国移动集团首席专家钱岭表示，集团成立了算力办和Token（词元）办两个顶级的管理机构，协调整个的算力建设和Token（词元）的消费建设情况。去年我们测算了一下我们的（词元）日均产量，大概是3.4万亿每天的样子，今年的产能肯定会超过去年。\n数据显示，2026年我国头部科技型企业人工智能的资本支出接近6,000亿元，占全社会总投资比重超过10%。国际市场研究机构预测，2026年全球活跃智能体数量将达到近8000万个，预计2030年达到22.16亿个。\n编辑：刘润榕","image_url":"//n.sinaimg.cn/default/2fb77759/20151125/320X320.png","lang":"zh","published_at":"2026-09-12T08:55:38+00:00","fetched_at":"2026-09-12T09:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"我国词元需求呈现爆发式增长…","cluster_id":3529057,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.sina.cn/2026-09-12/detail-inirqfie6538465.d.html?vt=4","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 642 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":642,"summary_length":14,"usable_text_length":642,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":642,"summary_length":14}},"news_item":{"id":80700,"canonical_url":"https://finance.sina.cn/2026-09-12/detail-inirqfie6538465.d.html?vt=4","source_url":"https://finance.sina.cn/2026-09-12/detail-inirqfie6538465.d.html?vt=4","title":"我国词元需求呈现爆发式增长 预计2026年消耗量将达到10亿亿 - 新浪财经","source_name":"新浪财经","author":null,"published_at":"2026-09-12T08:55:38+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMieEFVX3lxTE9uZmVUZUI2M21RQnFmVWtiaDF3dmlKbmRHNFFELWQ1Wk1OUzlxYmVQUkYxTktzcVAtdXBTa0ZDM2I2WWNCY0wzN282MjR3OTVHRXBfOXNNWEd2R2hXMWdVN201WWZkMWY4clc1VTBqVDNtQ0Rwa01YbQ?oc=5\" target=\"_blank\">我国词元需求呈现爆发式增长 预计2026年消耗量将达到10亿亿</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">新浪财经</font>","full_text":"我国词元需求呈现爆发式增长 预计2026年消耗量将达到10亿亿\n中国电信研究院发布的《智能体时代AI基础设施发展研究报告（2026）》显示，随着人工智能产业发展重心从大模型和算力竞争转向智能体规模落地、应用变现，我国词元（Token）需求呈现爆发式增长。\n报告显示，当前人工智能正进入以智能体为主要形态的全新发展阶段，智能体让复杂的人工智能技术隐形化、普惠化，大众和企业无需掌握专业技术，借助智能体就能完成全流程的复杂任务。\n中国电信研究院行业与企业战略研究所所长饶少阳表示，预计2026年我国Token（词元）年消耗量将达到10亿亿，到2030年将超过3500亿亿，年复合增长率接近12倍。\n饶少阳表示，从算力需求来看，智能体的爆发将带动我国算力需求持续高速增长，预计未来2~3年，我国算力需求平均每年将增长近10倍。从需求结构来看，推理算力需求将远远超过训练算力，预计2029年我国推理算力市场占比将达到80%。\n中国移动集团首席专家钱岭表示，集团成立了算力办和Token（词元）办两个顶级的管理机构，协调整个的算力建设和Token（词元）的消费建设情况。去年我们测算了一下我们的（词元）日均产量，大概是3.4万亿每天的样子，今年的产能肯定会超过去年。\n数据显示，2026年我国头部科技型企业人工智能的资本支出接近6,000亿元，占全社会总投资比重超过10%。国际市场研究机构预测，2026年全球活跃智能体数量将达到近8000万个，预计2030年达到22.16亿个。\n编辑：刘润榕","excerpt":"我国词元需求呈现爆发式增长…","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 642 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.sina.cn/2026-09-12/detail-inirqfie6538465.d.html%3Fvt%3D4","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 642 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":642,"summary_length":14,"usable_text_length":642,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":642,"summary_length":14}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"我国词元需求呈现爆发式增长 预计2026年消耗量将达到10亿亿 - 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