【中信建投：Rubin进入规模量产 有望进一步打开大模型训练与推理上限】中信建投证券发布研究报告称，今年7月以来开源、闭源模型价格收敛，综合token价格下降，利好AI应用落地。随着Rubin进入规模量产，有望进一步打开大模型训练与推理的上限。更高的集群规模、显存带宽和互联效率，推动模型训练持续Scaling，并加速长上下文、MoE及强化学习等能力演进，模型的智能上限空间仍然值得期待。
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