OpenAI Price Cuts

English summary

### OpenAI Price Cuts Time: 2026-07-31 16:59:37 Content: In response to competition from Chinese large models, OpenAI has reduced the price of its entry-level model LUNA by 80%. Looking at the price comparison, it is second only to DS in cheapness, which fully matches our research from the AI application perspective. It's like electricity: in such hot summer weather, if electricity were too expensive, I would not dare to run the air conditioner; but if it were cheap enough, I could keep the air conditioner on 24 hours a day. Therefore, to promote token consumption, token price cuts for large models will inevitably come in succession; whoever does not cut prices will face pressure. Token price cuts will significantly promote the development of downstream AI applications, including AI programming, AI video, AI games, AI office, AI finance, and AI healthcare. In addition, we emphasize again that the main narrative for AI, now and in the future, both domestically and internationally, is how to commercialize AI. This will highly incentivize those who commercialize well (Microsoft, Amazon, ByteDance). We must not deviate from this main AI line! Related stocks: Microsoft-T, Tencent Holdings View original