核心观点：春节期间大模型迎来密集迭代，Google、Anthropic、xAI、阿里巴巴、字节跳动、智谱、MiniMax、Kimi 均发布下一代模型，多智能体协同与原生多模态驱动能力跨越式发展。近期亚马逊、谷歌、网宿科技、优刻得等国内外云厂商涨价函频发，AI 推理需求拉动行业进入向上拐点，建议关注云涨价逻辑下的核心方向。Agent 爆发+上游缺货带动CPU 与存储量价齐升逻辑持续演绎，底层硬件价值...
Source Link核心观点：春节期间大模型迎来密集迭代，Google、Anthropic、xAI、阿里巴巴、字节跳动、智谱、MiniMax、Kimi 均发布下一代模型，多智能体协同与原生多模态驱动能力跨越式发展。近期亚马逊、谷歌、网宿科技、优刻得等国内外云厂商涨价函频发，AI 推理需求拉动行业进入向上拐点，建议关注云涨价逻辑下的核心方向。Agent 爆发+上游缺货带动CPU 与存储量价齐升逻辑持续演绎，底层硬件价值...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.