{"id":81578,"topic":"ai","source":"新浪财经","title":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 - 新浪财经","url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","url_hash":"6fb70cabe88aff44b741e60a9e4f2b12c2b06580","author":"","summary":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 新浪财经","content":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超级入口”。企业在实际场景中调用大模型，还可以按照词元消耗获得最高50%的补贴。\n词元贯穿语料处理、模型训练和推理服务。经过加工和确权的语料可能具有资产属性，资产对象是语料及其使用权。当前词元经济主要围绕推理端展开，Inference Token（推理词元）随调用即时生成、即时消耗，不具备独立资产属性。\n《全国数据资源调查报告（2025年）》显示，2025年我国词元调用量约为21100万亿，日均调用量从年初的超过1万亿增长到年末的100万亿。今年3月，国内日均词元调用量进一步超过140万亿。\n中国电信研究院行业与企业战略研究所所长饶少阳则表示，预计2026年我国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文章还提到，词元可以给智能计数，却无法替智能定价。词元经济的上半场看产能、价格和调用规模。下半场的竞争，将围绕一件更困难的事展开：谁能用更少的词元，完成更复杂的任务，创造更高且可以验证的价值。","image_url":"https://n.sinaimg.cn/spider20260914/257/w660h397/20260914/7828-e7802b9a815e37c2a6967c6884e16c78.jpg","lang":"zh","published_at":"2026-09-14T01:37:01+00:00","fetched_at":"2026-09-14T02:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超…","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","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":221,"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":221}},"news_item":{"id":81578,"canonical_url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","source_url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","title":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 - 新浪财经","source_name":"新浪财经","author":null,"published_at":"2026-09-14T01:37:01+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 新浪财经","full_text":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超级入口”。企业在实际场景中调用大模型，还可以按照词元消耗获得最高50%的补贴。\n词元贯穿语料处理、模型训练和推理服务。经过加工和确权的语料可能具有资产属性，资产对象是语料及其使用权。当前词元经济主要围绕推理端展开，Inference Token（推理词元）随调用即时生成、即时消耗，不具备独立资产属性。\n《全国数据资源调查报告（2025年）》显示，2025年我国词元调用量约为21100万亿，日均调用量从年初的超过1万亿增长到年末的100万亿。今年3月，国内日均词元调用量进一步超过140万亿。\n中国电信研究院行业与企业战略研究所所长饶少阳则表示，预计2026年我国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文章还提到，词元可以给智能计数，却无法替智能定价。词元经济的上半场看产能、价格和调用规模。下半场的竞争，将围绕一件更困难的事展开：谁能用更少的词元，完成更复杂的任务，创造更高且可以验证的价值。","excerpt":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超…","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/stock/jdts/2026-09-14/detail-iniruare7278766.d.html%3Fvt%3D4%26cid%3D76993%26node_id%3D76993","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":221,"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":221}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 - 新浪财经","url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","summary":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超…","source":"新浪财经","date":"2026-09-14T01:37:01+00:00","content":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超级入口”。企业在实际场景中调用大模型，还可以按照词元消耗获得最高50%的补贴。\n词元贯穿语料处理、模型训练和推理服务。经过加工和确权的语料可能具有资产属性，资产对象是语料及其使用权。当前词元经济主要围绕推理端展开，Inference Token（推理词元）随调用即时生成、即时消耗，不具备独立资产属性。\n《全国数据资源调查报告（2025年）》显示，2025年我国词元调用量约为21100万亿，日均调用量从年初的超过1万亿增长到年末的100万亿。今年3月，国内日均词元调用量进一步超过140万亿。\n中国电信研究院行业与企业战略研究所所长饶少阳则表示，预计2026年我国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文章还提到，词元可以给智能计数，却无法替智能定价。词元经济的上半场看产能、价格和调用规模。下半场的竞争，将围绕一件更困难的事展开：谁能用更少的词元，完成更复杂的任务，创造更高且可以验证的价值。","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html%3Fvt%3D4%26cid%3D76993%26node_id%3D76993","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 642 characters.","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":221,"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":221}},"tags":[]},"fallback_formats":["markdown","json","html"],"actions":{"read":"/item/81578","export_markdown":"/api/items/81578/export?format=markdown","export_json":"/api/items/81578/export?format=json","diagnose":"/api/diagnose?url=https%3A//finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html%3Fvt%3D4%26cid%3D76993%26node_id%3D76993"},"formats":{"full":{"id":81578,"title":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 - 新浪财经","url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","source":"新浪财经","author":null,"published_at":"2026-09-14T01:37:01+00:00","locale":"zh","topic":"ai","tags":[],"excerpt":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超…","full_text":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超级入口”。企业在实际场景中调用大模型，还可以按照词元消耗获得最高50%的补贴。\n词元贯穿语料处理、模型训练和推理服务。经过加工和确权的语料可能具有资产属性，资产对象是语料及其使用权。当前词元经济主要围绕推理端展开，Inference Token（推理词元）随调用即时生成、即时消耗，不具备独立资产属性。\n《全国数据资源调查报告（2025年）》显示，2025年我国词元调用量约为21100万亿，日均调用量从年初的超过1万亿增长到年末的100万亿。今年3月，国内日均词元调用量进一步超过140万亿。\n中国电信研究院行业与企业战略研究所所长饶少阳则表示，预计2026年我国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文章还提到，词元可以给智能计数，却无法替智能定价。词元经济的上半场看产能、价格和调用规模。下半场的竞争，将围绕一件更困难的事展开：谁能用更少的词元，完成更复杂的任务，创造更高且可以验证的价值。","reading_time_min":1,"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/stock/jdts/2026-09-14/detail-iniruare7278766.d.html%3Fvt%3D4%26cid%3D76993%26node_id%3D76993","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":221,"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":221}}},"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":221,"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":221}},"actions":{"read":"/item/81578","export_markdown":"/api/items/81578/export?format=markdown","export_json":"/api/items/81578/export?format=json","diagnose":"/api/diagnose?url=https%3A//finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html%3Fvt%3D4%26cid%3D76993%26node_id%3D76993"}},"digest":{"id":81578,"title":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 - 新浪财经","url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","source":"新浪财经","topic":"ai","published_at":"2026-09-14T01:37:01+00:00","excerpt":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 （来源：环球网资讯） 来源：环球网 【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。 综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超…","quality_bucket":"high","quality_reason":"High confidence: full text extraction produced 642 characters.","reading_time_min":1,"cluster_id":null},"card":{"display_title":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 - 新浪财经","subtitle":"新浪财经 · 2026-09-14","summary":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 （来源：环球网资讯） 来源：环球网 【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。…","badges":["quality:high"],"links":{"read":"/item/81578","original":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","diagnose":"/api/diagnose?url=https%3A//finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html%3Fvt%3D4%26cid%3D76993%26node_id%3D76993"},"quality_warning":null},"export":{"title":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长 - 新浪财经","url":"https://finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html?vt=4&cid=76993&node_id=76993","summary":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超…","source":"新浪财经","date":"2026-09-14T01:37:01+00:00","content":"人工智能发展转向智能体规模落地，我国词元需求呈现爆发式增长\n（来源：环球网资讯）\n来源：环球网\n【环球网财经综合报道】日前，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，我国词元需求呈现爆发式增长。\n综合开发研究院近日发文称，北京经开区此前发布“词元十条”，按照规划，到2030年，北京亦庄将建设四座万卡词元工厂，打造跨模型、跨算力的“超级入口”。企业在实际场景中调用大模型，还可以按照词元消耗获得最高50%的补贴。\n词元贯穿语料处理、模型训练和推理服务。经过加工和确权的语料可能具有资产属性，资产对象是语料及其使用权。当前词元经济主要围绕推理端展开，Inference Token（推理词元）随调用即时生成、即时消耗，不具备独立资产属性。\n《全国数据资源调查报告（2025年）》显示，2025年我国词元调用量约为21100万亿，日均调用量从年初的超过1万亿增长到年末的100万亿。今年3月，国内日均词元调用量进一步超过140万亿。\n中国电信研究院行业与企业战略研究所所长饶少阳则表示，预计2026年我国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文章还提到，词元可以给智能计数，却无法替智能定价。词元经济的上半场看产能、价格和调用规模。下半场的竞争，将围绕一件更困难的事展开：谁能用更少的词元，完成更复杂的任务，创造更高且可以验证的价值。","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//finance.sina.cn/stock/jdts/2026-09-14/detail-iniruare7278766.d.html%3Fvt%3D4%26cid%3D76993%26node_id%3D76993","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 642 characters.","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":221,"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":221}},"tags":[],"format_contract_version":"news_item_formats.v1"}}}