---
title: "中信建投：国产模型加速迭代，大厂布局 AI IDE 赛道"
description: "中信建投指出，国产 AI 模型加速迭代，阿里 Qwen 模型三连开源，提升推理效率。海外 AI Coding 赛道火热，GitHub Copilot 预计 2024 年实现 4 亿 ARR。国内大厂如字节、阿里、腾讯等积极布局 AI IDE 赛道，推动模型 API 调用提升。字节在 7 月 26 日开源 Coze，助力国内 AI 应用场景加速发展。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/250297856.md"
published_at: "2025-07-27T15:00:10.000Z"
---

# 中信建投：国产模型加速迭代，大厂布局 AI IDE 赛道

> 中信建投指出，国产 AI 模型加速迭代，阿里 Qwen 模型三连开源，提升推理效率。海外 AI Coding 赛道火热，GitHub Copilot 预计 2024 年实现 4 亿 ARR。国内大厂如字节、阿里、腾讯等积极布局 AI IDE 赛道，推动模型 API 调用提升。字节在 7 月 26 日开源 Coze，助力国内 AI 应用场景加速发展。

中信建投指出，阿里 Qwen 模型三连开源，阶跃星辰新一代多模态推理基础模型 Step3 大幅提升推理效率，国产模型能力持续向上。海外 AI Coding 赛道火热，GitHub Copilot 2024 年 12 月约实现 4 亿 ARR，Cursor 已突破 5 亿 ARR，Windsurf 亦在 2025 年 4 月突破 1 亿 ARR。国内字节 TRAE、阿里通义灵码 AI IDE、腾讯 CodeBuddy IDE 等大厂产品入局 AI IDE 赛道，有望带动国内模型 API 调用提升。字节 7 月 26 日开源 Coze，国内 AI 应用场景有望加速。

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