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Dialogue seeks tangible results in Sino-U.S. ties_我的网站

A |     本文来自微信公众号：财联社 （ID：cailianpress），作者：赵昊                    全球六大主流大语言模型（LLM）各发1万美元，丢进同一真实市场实盘厮杀，会发生什么？                    上周六（10月18日），美国人工智能研究实验室nof1.ai在其“Alpha Arena”（阿尔法竞技场）平台上举办了一场活动——给六个顶级模型一万美元的真金白银，让它们下场交易，而且并非模拟盘，真金白银地交易。    Representatives from China and the United States participated in a dialogue on Tuesday in Beijing, where they called for joint efforts to translate the consensus reached by the two countries' heads of state into concrete action and tangible results, while also suggesting expansion of practical cooperation across a number of fields.     They highlighted mutual respect, peaceful coexistence and win-win cooperation as key to keeping bilateral ties on a stable track, while stressing the need for the two countries to jointly address global challenges and bring greater stability to the world.    The gathering was the third China-U.S. Track 1.5 Dialogue, jointly launched in October 2023 by the International Department of the Communist Party of China Central Committee and the Asia Society as a platform connecting representatives from politics, strategy, business, academics, civil society and youth in both countries.    In May, President Xi Jinping and U.S. President Donald Trump agreed to make the building of a constructive China-U.S. relationship of strategic stability the new positioning for bilateral ties, providing strategic guidance for the relationship over the next three years and beyond.    John L. Thornton, cochair of the Asia Society Board of Trustees, said Xi and Trump are both historic figures who know each other well and have a good personal relationship — a combination he described as highly unusual.    "I think it's very important that the benefit of that is concrete and seen by the people, both in the United States and in China," Thornton said.    He added that the key test was what the new positioning would mean in practice and whether it could produce results. "There are a lot of possibilities for progress, and I'm optimistic that there will be progress," he said.    Christopher Nixon Cox, a member of the Richard Nixon Foundation's board of directors and a grandson of former U.S. president Richard Nixon, called the leader-to-leader relationship "the most important thing", saying it gave him confidence about the future of bilateral ties.    While acknowledging that China and the U.S. would continue to have differences, Cox said they should seek common ground in the fields of artificial intelligence, agriculture, food security and economic affairs to help build a stable and prosperous world.    "There are many things with AI that we can agree on," he said, citing the need to prevent it from harming children.    Cox also invoked Nixon's historic visit to China in 1972 as an example of the political courage required on both sides. "There are many lessons from my grandfather's trip to China," he said. "One is that nothing happens without courage."    Liu Haixing, minister of the International Department of the CPC Central Committee, said that a stable China-U.S. relationship was in itself the greatest contribution to world peace and development.    Liu called for expanding common interests, rejecting zero-sum thinking, managing differences through clear policy signals, and upholding the bottom line of no conflict and no confrontation.    Competition between major countries is normal, he said, but that should not define the entire relationship, emphasizing that it should be a healthy and positive race rather than a life-or-death gladiatorial contest.    A zero-sum approach, he added, would distort market rules, disrupt global industrial cooperation and undermine market confidence.    Craig Allen, former president of the U.S.-China Business Council and a nonresident senior fellow at the Asia Society Policy Institute's Center for China Analysis, said that both governments needed to follow the common framework agreed upon by the two leaders.    He said maintaining an open trade and investment environment was critical to achieving the two leaders' goals. Warning that decoupling would "make us both poorer" and that "neither side can afford to decouple", Allen described the Chinese and U.S. economies as "the two engines of growth in the global economy", saying robust growth in both was essential to global stability.    Sean Stein, president of the U.S.-China Business Council, said that China's importance to U.S. companies extended well beyond the size of its market.    "Think of China not as a market but as a platform. That's what's important," Stein said. China's technological ecosystem, the partnerships companies form and the experience they gain there help shape products and business processes used in other markets, he added.    The council's 2026 member survey found that 95 percent of respondents viewed their China operations as at least somewhat important to staying globally competitive.    "China is a really important part of global competitiveness for American companies," Stein said.                    。                   这六大模型分别为Anthropic的Claude 4.5 Sonnet、深度求索的DeepSeek V3.1 Chat、谷歌的Gemini 2.5 Pro、OpenAI的GPT 5、xAI的Grok 4和阿里通义的Qwen 3 Max。                   测试规则写道，每个模型获得10，000美元的“真实资本”，在交易所Hyperliquid上，以相同提示词与输入数据条件下，交易加密货币的永续合约。所有的对话都在nof1.ai网站上公开可见。                   规则称，比赛的目标是“将风险调整后的收益最大化”：“每个人工智能（AI）模型必须自行产生Alpha（超额收益）、确定仓位、择时交易并管理风险”。                   系统会告诉AI模型当前的时间、账户信息、持仓情况，然后附上实时价格、指标等数据。

B | 然后，要求模型做出决策：如果持有仓位，是继续持有还是平仓；如果空仓，是买入还是继续观望。                   经过近60小时的激战后，截至北京时间周一（10月20日）17:18，DeepSeek的持仓总市值接近1.4万美元，收益率约40%，最高时一度接近1.5万美元，是当前表现最好的模型。

C |                              Grok 4实力次之，目前持仓总市值在1.33万美元附近。具体来看，DeepSeek和Grok 4都依靠做多比特币和以太坊获利。                   Claude主要交易瑞波币和以太坊，Qwen则专注于以太坊，两者收益位列三四，但也整体跑赢比特币现货的走势。                   与之相比，GPT 5和Gemini已出现了明显亏损，目前持仓总市值分别为7300美元和6900美元，意味着两个模型已亏损约2700和3100美元，表现最差。                   nof1.ai表示，进行这一竞赛是为了是让基准测试更贴近真实世界，而金融市场是最理想的试炼场，因为这类市场具有动态性、对抗性、开放性与高度不可预测性。

D |                    “这些特质能以静态测试无法企及的方式，真正挑战人工智能，”nof1.ai没有提到本次竞赛的结束时间，只写道“第一季将运行数周，随后推出重大更新的第二季”。                   有分析认为，市场早已期待在DeFAI（DeFi+AI）方向上出现杀手级应用，让LLM参与链上博弈有很大的想象空间。

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Published on:00:33:15