TrendForce指出，Kimi K3已成为全球最大的开源AI模型。随后几天内，DeepSeek V4 Flash和Qwen 3.8 Max也迅速跟进。这一系列发布被形容为中国AI的“第二个DeepSeek时刻”，中美前沿模型在智能指数上的差距继续收窄。这说明开源路线的加速追赶正在直接冲击封闭前沿实验室的护城河。当国产开源模型性能快速接近、成本显著更低时，美国封闭实验室推动的“安全暂停”与强监管叙事会面临更大现实压力。

NVIDIA CEO Jensen Huang said at a Salesforce event Tuesday the AI industry "does not need any new laws or regulatory measures", calling the trade-off between safety and speed a "false choice." He said firms can set their own pace and that market forces and corporate restraint are sufficient to prevent deployment of harmful technologies. Huang also joined a live call this week with U.S. President Trump in which both rejected proposals to slow AI development.

Japan 30-year government bond yield rose 3.0 bps to 4.180%.