财通证券：模型密集发布国产算力需求有望加速

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智通财经APP获悉，财通证券发布研报称，国产模型加速迭代，推理侧需求有望大幅提升，叠加国产机柜方案推理侧性能提升，国产算力产业链有望核心受益。建议关注：芯原股份(688521.SH)、华丰科技(688629.SH)、伟测科技(688372.SH)等核心产业链环节。财通证券主要观点如下：国产模型进入密集发布期临近春节，国产模型进入发布窗口期，近段时间，DeepSeek开源OCR2，Kimi发布并开源...

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财通证券：模型密集发布 国产算力需求有望加速

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财通证券：模型密集发布国产算力需求有望加速