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我还坚信AI！——串台《三点下班》
国产算力胜率“大概有”50%以上、赔率不错，模型跨过“可用”门槛后需求可能爆发。DeepSeek十个月回本与Coding Plan抢购支持持续Capex，但需求规模、GPU约束及coding外推风险仍待观察。