广发证券研报指出,超长上下文与多模态交互类应用显著推升KV Cache存储需求,AI工作负载对高带宽、大容量SSD的需求将持续增强,AI服务器本地、AI推理用SSD市场空间将进一步扩大。建议关注产业链核心受益标的。
本文源自:金融界AI电报
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