AI big model price war intensifies in 2025, concept stocks are sought after by funds

In recent years, artificial intelligence (AI) big model technology has developed rapidly, and the subsequent wave of price cuts has made market competition increasingly fierce. According to the latest statistics from Databao, this price cut trend will continue in 2025. Especially in the past period of time, ByteDance, Alibaba Cloud and other companies have announced that they will reduce the cost of using their AI models, which has attracted widespread attention from the industry.

For example, ByteDance's bean bag model announced a price cut in December last year, and the price of its visual understanding model dropped to 0.003 yuan/k tokens, a 85% reduction compared to the industry average price. Similarly, Alibaba Cloud also carried out a large-scale price cut at the end of the year. The Tongyi Qianwen Visual Understanding Model reduced the price by more than 80% across the board, and the minimum price is only 0.0015 yuan/ thousand tokens. In addition, companies such as Tencent, iFlytek and Zhipu have also announced their price reduction strategies for model APIs, further promoting price competition in this industry.

In the A-share market, concept stocks that are deploying large models are also popular with funds. Data shows that a total of 69 related companies have received attention recently, and their stock prices have generally risen. Among them, Capital Online's stock price rose by 13.71%, while Digital Zhengtong, I Love My Home and Bosi Software also rose by more than 5%. Since the beginning of this month, leveraged funds have rushed to raise funds for these big model concept stocks to reach a net purchase of 9.002 billion yuan, especially the net purchases of 31 stocks including China Unicom, Inspur Information, Runhe Software, etc. have exceeded 100 million yuan.

However, after a wave of rises, the prices of some large-scale concept stocks began to fall back. Statistics show that the latest prices of 22 individual stocks have fallen by more than 10% from their highest point this year, including companies such as 360, Kingsoft Office, and UFIDA Network, which have a larger market value. This phenomenon shows that although the big model market is developing in a positive direction, investors still need to remain vigilant and pay attention to market trends.

With the continuous maturity of AI big model technology and the intensification of market competition, how related companies maintain their competitive advantages in their future development will become the focus of attention.