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、推理与研究辅助方面全面领先前代。此前，Anthropic获亚马逊、谷歌投资与算力支持，预计自2027年起TPU年需求量将达3.5GW，谷歌TPU产业链有望持续受益于前沿AI训练需求的扩张。　　华西证券指出，当前时点，外部地缘政治风险仍在持续，市场风险偏好可能影响短期市场波动，AI仍是近段时间重点投资主线，关注业绩确定性强的光模块和光纤光缆板块、供需失衡推动的国产算力和算力租赁两大逻辑。*　　其一

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