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散人逍遥游
10-14 10:59
$天数智芯(09903)$
智铠系列增速快,推理需求爆发是确定的
[开心]
大模型落地应用,推理消耗比训练大得多。天数在推理侧有产品,方向对,但竞争也激烈,能不能吃到大头还得看
[流泪]
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