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AI转向”推理模型和Agent时代“,对AI交易意味着什么?
如果Scaling Law继续有效, 继续看好AI系统组件供应商(如芯片、网络设备等),谨慎对待那些不得不持续投入巨额资本支出的科技巨头。如果预训练缩放停滞: ...
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