Kimi 利润率高于 DeepSeek，供应受限但可承受约 6 美元定价

we don't know enough about infra side, but I think Kimi's margins are a bit fatter than DeepSeek's, they are VERY supply-constrained, and objectively they could well afford to serve it at ≈$6. It's on the Sol-high to xhigh line.