OpenAI和Anthropic大幅下调大语言模型价格 降幅最高达80%

过去三个月内，OpenAI和Anthropic两家主要AI企业相继大幅下调其大语言模型的使用价格。1OpenAI于7月30日将GPT-5.6 Luna价格下调80%，从$1/$6/$0.10降至$0.20/$1.20/$0.02。1随后在9月22日，OpenAI发布GPT-6 Sol，定价$2/$10/$0.20，相对临时折扣后的GPT-5.6 Sol降幅达50%。1同期Anthropic发布Claude Opus 5.5，定价$4/$20/$0.20，相比前代Opus 5的总成本下降40-60%。1此外，OpenAI还宣布将Codex $200/月级别的使用额度减少50%。1

这轮价格竞争由多重因素驱动。两家公司的产品发布周期加剧了市场竞争压力。1来自DeepSeek等开源模型的冲击也在推低定价。1DeepSeek Flash V4.1 1017版本维持$0.15/$0.60/$0.003的价格，目前已有29个不同的推理提供商在OpenRouter上托管该模型。1新进入者也在加入价格竞争，Moonshot AI发布的Kimi K3.1 Pro性能与Opus 5.5相当（55对58），价格为$2/$10/$0.20。1业界分析认为，这一轮降价反映了大语言模型市场的商品化趋势和日益激烈的竞争环境。1

值得注意的是，两家企业均有上市传言。OpenAI传言2027年IPO，Anthropic则传言数个月内IPO，这可能成为两家企业在上市前优化财务表现的考量。1

OpenAI and Anthropic have undertaken aggressive price reductions across their flagship large language models over the past three months, with some models experiencing cuts of up to 80% 1. The pricing competition reflects intensifying market dynamics driven by product release cycles and competitive pressure from open-source models.

OpenAI initiated the price cuts on July 30, reducing GPT-5.6 Luna pricing from $1/$6/$0.10 to $0.20/$1.20/$0.02 1. The company followed this by launching GPT-6 Sol on September 22 at $2/$10/$0.20, representing a 50% discount relative to the discounted rates of GPT-5.6 Sol 1. Additionally, OpenAI reduced its Codex usage allowance by 50% at the $200-per-month tier 1.

Anthropic similarly adjusted its pricing structure on September 22 by releasing Claude Opus 5.5 at $4/$20/$0.20, with total costs between 40-60% lower than its predecessor Opus 5 1. Competitors have matched these moves, with Moonshot AI launching Kimi K3.1 Pro at $2/$10/$0.20—pricing comparable to Anthropic's new offering—while maintaining performance metrics near Opus 5.5's capabilities 1. DeepSeek Flash V4.1 has maintained stable pricing at $0.15/$0.60/$0.003, with the model now hosted across 29 different inference providers on OpenRouter 1.

Analysts attribute the sharp pricing reductions to commoditization of the LLM market, competition from multiple vendors, and both companies' anticipated initial public offerings, with OpenAI rumored to target 2027 and Anthropic potentially within months 1.