TechFlow reported on February 10, according to Jinshi News, that Guojin Securities stated after the reduction in inference-side computing costs, "computing equality" is expected to accelerate the deployment of edge-side AI and Agent applications. Meanwhile, these deployed applications will also generate demand for cybersecurity and information infrastructure construction. It is recommended to focus on leading domestic generative large model companies. Additionally, AI hardware is expected to become a new platform for application deployment, and refinement of AI-related features could drive up monthly active users and payment rates for consumer applications, enhancing enterprise market competitiveness.
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