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- 谋远谋远
  ·03-04
  前一轮算力竞赛加速了需求曲线的斜率，被D S闪了一下腰，叠加新政不确定性，跌一下不可避免。但离AI革命所需的算力仍然遥远，不过是增加了一些波动而已。等下游需求落地，算力需求会再次上升。
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