(原标题:专家访谈汇总:中兴通讯稳了?)1、《DeepSeek:开启AI“安卓时刻”》摘要AI技术赋能硬件,带动智能设备升级,应用于AI眼镜、自动驾驶、机器人、AIPC(AI个人电脑)、AI玩具等领域。AI模型训练和推理需要强大的网络与存储支持,带动5G、IDC(数据中心)、光通信等相关投资机会。2、《我国AI算力增速高于预期》摘要中国移动助力中国石油完成DeepSeekV3/R1国产化适配与...
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