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AI應用將迎良好發展機遇。算力短期仍將處於需求大於供給狀態。客服等需要文本知識輸出場景的應用；2）算力產業鏈，建議關注1）AI應用板塊，重點關注涉及長文本處理，考慮後續模型訓練和推理需求，Kimi未來可能在極短時間內通過長文本優異表現成為國內C端AI爆款應用 。更多更複雜光算谷歌seo光算谷歌营销應用場景有望落地，有望解決更複雜的應用場景，（文章來源：界麵新聞）帶動算力需求落地。Kimi公眾號宣布將內測200萬字長文本能力，已經出現短暫算力支持不足情況，合同文本、如法 |
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