周四A股市场,算力硬件股持续拉升,铜高速连接、CPO方向领涨,博创科技、鑫科材料、宝胜股份、华脉科技、得润电子、铭普光磁、徕木股份等多股涨停,金信诺、兆龙互连涨超10%。 国盛证券分析师宋嘉吉在25日的最新报告中指出,随着头部模型厂商开始走向放量与商业循环,国内算力需求的黎明已经到来。 今年以来国内“豆包”、“可灵”等优秀模型也开始商业化尝试,随着头部模型厂商开始走向放量与商业循环,对于中国...
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