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Kimi暂停新用户订阅！算力供需紧张催升租赁价值，“卖算力”向“卖Token”转型渐成趋势？丨行业风口_我的网站

A |     South Korea’s cinematic dominance is no longer news. It’s a global cultural movement. Over the past two decades, Korean filmmakers have consistently delivered emotionally resonant and genre-bending movies. Not just that, these movies are visually stunning as well. They have found loyal audiences across continents. Today, with OTT platforms expanding their international libraries, some of South Korea’s most powerful films are just a click away.          Whether you’re new to Korean cinema or a long-time devotee, the current OTT landscape offers a treasure trove of thrillers, romances, period dramas and indie gems. If you are still wondering what to watch, here is a curated guide to the best Korean movies on streaming platforms. These films are deep, narrative daring and exude artistic excellence. All in all, they define modern Korean filmmaking.     In This Article      ParasiteTrain to BusanThe HandmaidenMemories of MurderBurningDecision to LeaveMinariThe WailingMiracle in Cell No. 71987: When the Day ComesParasite     Release date: May 30, 2019     Streaming platform: Netflix, Prime Video     Bong Joon Ho’s Parasite has achieved immense praises globally. The movie has broken boundaries, as many global audiences discovered Korean content after the release of this film. Interestingly, it is also the first non-English language film to win the Academy Award for Best Picture. What made it stand out? It’s a razor-sharp social satire disguised as an entertaining genre hybrid. The Kim family’s clever infiltration into the affluent Park household morphs into a darkly humorous thriller. It also provides a tragic class commentary and ultimately, a richly layered metaphor for inequality.On OTT, Parasite remains a perfect entry point for viewers exploring Korean cinema. Why so? Because it is smart, starkly relatable and unforgettable.     Train to Busan     Release date: July 20, 2016     Streaming platform: Prime Video, Apple TV          Director Yeon Sang Ho revolutionised the zombie genre with Train to Busan. It is an action-packed survival thriller set aboard a speeding train during a viral outbreak. But what sets this film apart isn’t just its relentless pace or inventive set pieces, it is the emotional core. The story between Seok Woo and his daughter, alongside the strangers who become unlikely allies, transforms the zombie apocalypse into a moving tale about sacrifice and humanity. It is high-octane, heartfelt and perfect for late-night streaming.     The Handmaiden     Release date: June 1, 2016          Streaming platform: Amazon Prime Video                    Park Chan Wook’s lush psychological thriller The Handmaiden is considered one of the most beautifully crafted films of the decade. It is inspired by Sarah Waters’ novel Fingersmith. Interestingly, the film transports viewers to 1930s colonial Korea. It does not hesitate to weave a tale of deception, forbidden love and revenge. The cinematography is also exquisite. Moreover, the cast offers mesmerising performances. Yes, you would want to watch it multiple times. The Handmaiden is the kind of cinematic experience that feels tailor-made for OTT viewing. Why? Because it is intimate, immersive and visually indulgent.     Memories of Murder     Release date: April 25, 2003     Streaming platform: Prime Video, Hulu (varies by region)     Before Parasite, Bong Joon Ho created what many consider the greatest Korean film of all time. Memories of Murder is a haunting true-crime drama following detectives trying to catch Korea’s first serial killer in the 1980s. This movie has been widely praised by K-drama enthusiasts. But what makes this film unforgettable is the blend of bleak humour, social commentary and existential dread. It is not just a murder mystery, it is a portrait of a country in transition. It is a tale on proper justice and a showcase of Bong’s distinctive storytelling voice.     Burning     Release date: May 17, 2018     Streaming platform: Netflix     Lee Chang Dong’s Burning is a slow, hypnotic and enigmatic psychological drama that lingers long after the credits roll. Loosely based on a Haruki Murakami short story, the film follows Jong Su, whose quiet life is disrupted when a mysterious and charismatic man enters his orbit.The film is a masterpiece in ambiguity, every line, gesture and silence feels loaded with meaning. For viewers who enjoy atmospheric storytelling and open-ended narratives, Burning is one of the finest Korean films available on streaming.     Decision to Leave     Release date: June 29, 2022     Streaming platform: Mubi, Prime Video     Park Chan Wook’s modern noir Decision to Leave is full of romance and mystery. It is a detective investigating. A man’s death becomes the centre of attention. His widow is questioned time and again. It sparks an emotional and psychological entanglement that’s equal parts tender and unsettling.The film’s precision, as in its framing, editing, and performances, is extraordinary. Streaming this at home gives viewers a chance to savour its details, pause for reflection and appreciate its poetic subtlety.     Minari     Release date: December 11, 2020     Streaming platform: Netflix, Prime Video     Minari is a well talked-about film in the Korean movies circles. Though produced in the United States, Minari is deeply rooted in Korean identity. The Oscar-winning drama tells the story of a Korean immigrant family starting a farm in rural Arkansas during the 1980s.Director Lee Isaac Chung infuses the film with warmth, quiet humour and poignant observations about identity, hope and the immigrant experience. Steven Yeun and Youn Yuh Jung elevate the film into a universal and deeply human story. Moreover, Youn Yuh Jung won an Oscar for her performance.     The Wailing     Release date: May 12, 2016     Streaming platform: Prime Video, Apple TV     Na Hong Jin’s supernatural horror The Wailing is unsettling, expansive and hypnotically mysterious. When a sleepy village is struck by a series of violent deaths, a bumbling police officer finds himself drawn into a dangerous web of shamanism, suspicion and malevolent forces. This is horror at its finest - slow-burn, deeply atmospheric and rich with philosophical layers. For OTT viewers craving a horror film that’s more than just jump scares, The Wailing is a must-watch.     Miracle in Cell No. 7     Release date: January 23, 2013     Streaming platform: Netflix     It is a heartwarming tearjerker that became one of Korea’s biggest box-office hits. Miracle in Cell No. 7 tells the story of a mentally challenged father wrongfully imprisoned and the daughter he desperately wants to care for. It is all things emotional and tragic, in a way that few films manage. The storytelling makes it a perfect OTT pick for family movie night. However, just keep tissues nearby (friendly advice!)     1987: When the Day Comes     Release date: December 27, 2017     Streaming platform: Netflix          This movie is a powerful political drama. 1987 chronicles the real events surrounding South Korea’s pro-democracy movement. The film is gripping, emotional and essential viewing for anyone curious about Korean history. On streaming platform, this film stands out as a rare mix of historical accuracy and thrilling storytelling.Also Read: Korean Dramas & Films Releasing In December: Made in Korea & More。    摘要          近期，月之暗面旗下AI助手Kimi因用户请求量快速增长，暂停C端新用户会员订阅。随着大模型应用规模扩大，企业对灵活、高效算力资源的需求持续提升，机构指出，算力租赁厂商有望进入量价齐升通道，行业商业模式正由“卖算力”向“卖Token”延伸。哪些产业链公司有望受益？          投资要点          ① Kimi暂停新用户订阅，算力供需紧张推动租赁价格上涨          ② 从“卖算力”到“卖Token”，算力租赁商业模式或迎价值升级          ③ 机构关注这些细分方向           Kimi暂停新用户订阅，算力供需紧张推动租赁价格上涨          近期，随着大模型应用加速落地，AI推理需求快速增长，算力资源供需矛盾持续显现。

B |          7月19日23时，月之暗面（Moonshot AI）旗下AI助手Kimi发布《关于算力紧缺与会员暂停开放的说明》，宣布由于Kimi K3发布后用户需求远超预期，过去48小时请求量已大幅超出预估，并逼近现有算力集群承载极限，因此即日起暂停C端新用户会员订阅。

C |          这一事件并非孤立个案。7月9日，腾讯混元通过公众号宣布，Hy3调用激增，WorkBuddy已紧急扩容。         算力资源紧张正在成为行业关注焦点。天风证券表示，人工智能大模型飞速发展，各类智能应用持续落地，社会整体对AI算力的需求迎来高速增长。算力作为人工智能产业的核心基础资源，其配套的算力租赁行业，已成为支撑AI产业稳步发展的关键赛道。从供需端来看，算力供需缺口不断扩大，国内外算力租赁市场已开启涨价行情。模型收费上调后，现金流有望持续改善，这将反哺上游算力采购需求，算力租赁厂商有望进入量价齐升通道。         据国盛证券，算力租赁是指企业或个人通过支付租金的方式，向拥有大量计算资源的服务提供商租用所需的计算能力。

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