V4.1 Flash 周末发布:MIT 开源权重、错峰价每百万输入 $0.15
梳理 V4.1 Flash-1017 发布对市场的影响:MIT 开源权重、错峰 1M token 输入 $0.15/输出 $0.60,并对比上次 DeepSeek 周末发布后英伟达单日跌 17%。
DeepSeek dropped a new model on a Saturday. Markets don't open until Monday. The last time DeepSeek owned a weekend, Nvidia lost about $590 billion the next session. Down 17% in a day. This time it's V4.1 Flash-1017. Their launch post did 465K views and 900+ quotes in a few hours. The number that matters for markets is the price. Per DeepSeek's own pricing page, 1M tokens off-peak costs $0.15 in and $0.60 out. Off-peak includes the whole weekend. What traders will chew on before the bell: → open weights under MIT, so anyone can run it on their own hardware → their card puts it ahead of Opus 5 on one big coding benchmark and behind on others → the AI trade was already shaky this week: CoreWeave, a hot CPI, Anthropic's growth slowing I'm not calling a repeat of January 2025. The market has seen this movie once and Nvidia came back. But "frontier-ish model for pocket change" is exactly the headline that hurts whoever's charging full price for compute. Watch the open.
这条是引用着另一条写的:x.com/deepseek_ai/status/2111375640717033777