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中国廉价AI模型或利好英伟达等芯片股
Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力