只是活着啊，难怪今天_老虎社区_美港股上老虎

只是活着啊，难怪今天股价不涨反跌。

小米大模型：不谈“颠覆”，只谈“活着”的性价比

今天，小米发布并开源了最新MoE大模型MiMo-V2-Flash。对于卖手机、卖车的小米来说，“反应慢”是致命的。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。而大模型是用来把这些硬件变成“Agent”的。所以，小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 4.5，但肯定不是全世界最聪明的模型，不过它一定是最适合小米当前商业逻辑的模型。

小米大模型：不谈“颠覆”，只谈“活着”的性价比

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":511715889967944,"tweetId":"511715889967944","gmtCreate":1765957679202,"gmtModify":1765957681457,"author":{"id":4172493837525812,"idStr":"4172493837525812","authorId":4172493837525812,"authorIdStr":"4172493837525812","name":"EEMCC","avatar":"https://static.tigerbbs.com/b83567b1e7854d6fc8dc5efe256b6e28","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>只是活着啊，难怪今天股价不涨反跌。</body></html>","htmlText":"<html><head></head><body>只是活着啊，难怪今天股价不涨反跌。</body></html>","text":"只是活着啊，难怪今天股价不涨反跌。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/511715889967944","repostId":2592962390,"repostType":2,"repost":{"id":"2592962390","kind":"news","pubTimestamp":1765955012,"share":"https://www.laohu8.com/m/news/2592962390?lang=zh_CN&edition=full","pubTime":"2025-12-17 15:03","market":"hk","language":"zh","title":"小米大模型：不谈“颠覆”，只谈“活着”的性价比","url":"https://stock-news.laohu8.com/highlight/detail?id=2592962390","media":"AI资本局","summary":"今天，小米发布并开源了最新MoE大模型MiMo-V2-Flash。对于卖手机、卖车的小米来说，“反应慢”是致命的。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。而大模型是用来把这些硬件变成“Agent”的。所以，小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 4.5，但肯定不是全世界最聪明的模型，不过它一定是最适合小米当前商业逻辑的模型。","content":"<html><body><article>今天，<a href=\"https://laohu8.com/S/XIACY\">小米</a>发布并开源了最新MoE大模型MiMo-V2-Flash。老实说，当看到“309B参数”这个数字时，下意识的反应是：也不是太大呀。<img src=\"https://fid-75186.picgzc.qpic.cn/20251217150918682v201o4plavignpq\"/>但如果我们把目前主流的开源模型按总参数量画一个金字塔，那么MiMo-V2-Flash (309B) 也处于塔第一梯队：DeepSeek-V3/R1: 总参数 671B（MoE架构）；Llama 3.1 405B: 总参数 405B（稠密模型）；Grok-1: 总参数 314B（MoE架构）；Qwen3：总参数235B激活参数22B (MoE)。而细看“激活参数15B”，那股熟悉的“<a href=\"https://laohu8.com/S/01810\">小米</a>味儿”立马就回来了。虽然罗福莉在演讲时说到了MiMo-V2-Flash在代码和Agent测评基准测试中的表现，但核心还是那句“极致推理效率”。AI资本局认为，MiMo-V2-Flash不是一个为了在榜单上刷分、或者为了写诗作画而生的模型。这是一个带着点“过日子”精打细算的工程产物。在如今言必称“AGI”的宏大叙事里，<a href=\"https://laohu8.com/S/81810\">小米</a>这步棋走得很像当年的红米手机——不谈星辰大海，先让你用得起、跑得动。309B的外壳，15B的心跳MiMo-V2-Flash 这个架构很有意思。总参数3090亿，保证了它的“脑容量”，知识覆盖面够广；但干活的时候，每次只调动150亿参数。就像雇了一个拥有300人智库的机构，但平时处理具体任务时，只派最懂行的15个人出面。为什么要这么做？为了速度和成本。对于卖手机、卖车的小米来说，“反应慢”是致命的。想象一下，你开着小米SU7，喊一声“帮我规划路线”，如果车机要反应3秒钟才能回答，你可能早就错过路口了。<img src=\"https://fid-75186.picgzc.qpic.cn/20251217150925622v201b66dp38hyo9\"/>15B的激活参数，恰好卡在高性能边缘计算和低成本云端推理的“甜点区”，Qwen用在AI眼镜上的模型，也在这个区间。它比纯粹的端侧小模型要聪明，又足够快，所以叫Flash。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。醉翁之意不在“聊”，在“OS”很用户看大模型，盯着看它能不能写代码、能不能写周报。但对小米来说，MiMo-V2-Flash的战场不在聊天框里。雷军现在手里的牌是“人车家全生态”。这个生态最缺的是什么？是粘合剂。以前的智能家居和车机，所谓的“智能”其实是“指令集”——你得按特定的句式说话它才听得懂。而大模型是用来把这些硬件变成“Agent”的。小米这次特意强调了“Agent场景”和“代码能力”以及物理世界感知，这非常关键。这意味着在这个模型眼里，你的手机不仅仅是一个问答机器，而是一个能调用APP、能操作系统，且能够跟物理世界直接交互的工具人。DeepSeek也好，Qwen也好，它们在通用领域很强，但它们还没有硬件入口。小米有数以亿计的手机和50万台在路上跑的小米汽车，它需要一个自家的、可控的、成本极低的模型来接管这些设备的底层交互，这样大模型在操作系统层面的“全天候待机”才有经济上的可能性。雷军为何选择开源？最后说说开源。小米为什么要把这么大的模型开源？AI资本局认为，除了“技术自信”这种场面话，更深层的原因是：焦虑。在国内，<a href=\"https://laohu8.com/S/BABA\">阿里</a>千问和DeepSeek在开源社区的统治力太强了。开发者习惯了用Qwen微调，习惯了DeepSeek的生态，这对小米的HyperOS生态是个威胁。如果未来的AI原生应用都是基于别人的基座开发的，小米在系统层面的话语权就会被稀释。把MiMo-V2-Flash开源，是在向开发者喊话：“来我这儿玩，我的模型虽然大，但推理便宜，而且完美适配小米的硬件。”这是在争夺未来AI应用的“定义权”。所以，小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217151234a455b8d2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC 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RETURN ASIAN EQUITY \"AT4\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217151234a455b8d2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592962390","content_text":"今天，小米发布并开源了最新MoE大模型MiMo-V2-Flash。老实说，当看到“309B参数”这个数字时，下意识的反应是：也不是太大呀。但如果我们把目前主流的开源模型按总参数量画一个金字塔，那么MiMo-V2-Flash (309B) 也处于塔第一梯队：DeepSeek-V3/R1: 总参数 671B（MoE架构）；Llama 3.1 405B: 总参数 405B（稠密模型）；Grok-1: 总参数 314B（MoE架构）；Qwen3：总参数235B激活参数22B (MoE)。而细看“激活参数15B”，那股熟悉的“小米味儿”立马就回来了。虽然罗福莉在演讲时说到了MiMo-V2-Flash在代码和Agent测评基准测试中的表现，但核心还是那句“极致推理效率”。AI资本局认为，MiMo-V2-Flash不是一个为了在榜单上刷分、或者为了写诗作画而生的模型。这是一个带着点“过日子”精打细算的工程产物。在如今言必称“AGI”的宏大叙事里，小米这步棋走得很像当年的红米手机——不谈星辰大海，先让你用得起、跑得动。309B的外壳，15B的心跳MiMo-V2-Flash 这个架构很有意思。总参数3090亿，保证了它的“脑容量”，知识覆盖面够广；但干活的时候，每次只调动150亿参数。就像雇了一个拥有300人智库的机构，但平时处理具体任务时，只派最懂行的15个人出面。为什么要这么做？为了速度和成本。对于卖手机、卖车的小米来说，“反应慢”是致命的。想象一下，你开着小米SU7，喊一声“帮我规划路线”，如果车机要反应3秒钟才能回答，你可能早就错过路口了。15B的激活参数，恰好卡在高性能边缘计算和低成本云端推理的“甜点区”，Qwen用在AI眼镜上的模型，也在这个区间。它比纯粹的端侧小模型要聪明，又足够快，所以叫Flash。小米要的不是一个高高在上的“智者”，而是一个能塞进车机、塞进手机助手里，甚至未来塞进机器人里的“熟练工”。醉翁之意不在“聊”，在“OS”很用户看大模型，盯着看它能不能写代码、能不能写周报。但对小米来说，MiMo-V2-Flash的战场不在聊天框里。雷军现在手里的牌是“人车家全生态”。这个生态最缺的是什么？是粘合剂。以前的智能家居和车机，所谓的“智能”其实是“指令集”——你得按特定的句式说话它才听得懂。而大模型是用来把这些硬件变成“Agent”的。小米这次特意强调了“Agent场景”和“代码能力”以及物理世界感知，这非常关键。这意味着在这个模型眼里，你的手机不仅仅是一个问答机器，而是一个能调用APP、能操作系统，且能够跟物理世界直接交互的工具人。DeepSeek也好，Qwen也好，它们在通用领域很强，但它们还没有硬件入口。小米有数以亿计的手机和50万台在路上跑的小米汽车，它需要一个自家的、可控的、成本极低的模型来接管这些设备的底层交互，这样大模型在操作系统层面的“全天候待机”才有经济上的可能性。雷军为何选择开源？最后说说开源。小米为什么要把这么大的模型开源？AI资本局认为，除了“技术自信”这种场面话，更深层的原因是：焦虑。在国内，阿里千问和DeepSeek在开源社区的统治力太强了。开发者习惯了用Qwen微调，习惯了DeepSeek的生态，这对小米的HyperOS生态是个威胁。如果未来的AI原生应用都是基于别人的基座开发的，小米在系统层面的话语权就会被稀释。把MiMo-V2-Flash开源，是在向开发者喊话：“来我这儿玩，我的模型虽然大，但推理便宜，而且完美适配小米的硬件。”这是在争夺未来AI应用的“定义权”。所以，小米发布的大模型不是一个用来“炫技”的艺术品，MiMo-V2-Flash虽然号称对标Claude Sonnet 4.5，但肯定不是全世界最聪明的模型，不过它一定是最适合小米当前商业逻辑的模型。在别的厂商还在比拼谁的模型更像“神”的时候，小米做了一个更像“人”的决定：把价格打下来，把速度提上去，然后把它塞进你生活的每一个缝隙里。这很雷军，也很小米。扩展阅读：小米425亿闪电配售背后的战略抉择：AI与汽车双线突围的资本逻辑","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.96,"HXXD.SI":0.6,"XIACY":1.96,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":64,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":32,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}