---
title: "中信建投：國產模型加速迭代，大廠佈局 AI IDE 賽道"
description: "中信建投指出，國產 AI 模型加速迭代，阿里 Qwen 模型三連開源，提升推理效率。海外 AI Coding 賽道火熱，GitHub Copilot 預計 2024 年實現 4 億 ARR。國內大廠如字節、阿里、騰訊等積極佈局 AI IDE 賽道，推動模型 API 調用提升。字節在 7 月 26 日開源 Coze，助力國內 AI 應用場景加速發展。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/250297856.md"
published_at: "2025-07-27T15:00:10.000Z"
---

# 中信建投：國產模型加速迭代，大廠佈局 AI IDE 賽道

> 中信建投指出，國產 AI 模型加速迭代，阿里 Qwen 模型三連開源，提升推理效率。海外 AI Coding 賽道火熱，GitHub Copilot 預計 2024 年實現 4 億 ARR。國內大廠如字節、阿里、騰訊等積極佈局 AI IDE 賽道，推動模型 API 調用提升。字節在 7 月 26 日開源 Coze，助力國內 AI 應用場景加速發展。

中信建投指出，阿里 Qwen 模型三連開源，階躍星辰新一代多模態推理基礎模型 Step3 大幅提升推理效率，國產模型能力持續向上。海外 AI Coding 賽道火熱，GitHub Copilot 2024 年 12 月約實現 4 億 ARR，Cursor 已突破 5 億 ARR，Windsurf 亦在 2025 年 4 月突破 1 億 ARR。國內字節 TRAE、阿里通義靈碼 AI IDE、騰訊 CodeBuddy IDE 等大廠產品入局 AI IDE 賽道，有望帶動國內模型 API 調用提升。字節 7 月 26 日開源 Coze，國內 AI 應用場景有望加速。

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