晨会纪要

西部证券股份有...
08 Jul

【通信】通信行业周观点:前瞻通信行业中报,继续关注AI 算力和绩优股市场关注token 的增长,token 数量在文本生成领域是衡量AI 工作量的重要参考指标,在图像和视频生成领域,内容创作过程中的运算强度远超最终输出token 数。重视推理需求增长趋势,代理式AI 有望成为推动AI 发展新阶段的核心驱动,在探索规模化AI 商业化应用的道路上,算力资源仍然是AI创新的主要瓶颈,大厂自研Asic ...

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