Galaxy securities: Kimi K3 formal open source remodelled large model commercial ecology proposal focused on national production hypernodes and industrial chain-related companies

On 2 August, Galaxy Securities Research stated that only 48 hours after Kimi K3 had been online, the current cluster had been filled with requests, and that Kimi had subsequently announced the suspension of the C-end new user subscriptions and the validation of the Kimi K3 model ' s outstanding and critical ability. According to Galaxy securities, Kimi K3 is not a disincentive to computing demand, while the capability of the open-source model is close to the top global closed-source model, forcing top-level large model manufacturers to maintain their differences through larger-scale training and faster iterativeity, and the need for continuous activation of reasoning algorithms, Kimi K3 has now achieved a high-speed match with Day 0 of multiple national production platforms, boosting the demand for super-nodes of national production and thus boosting the matching demand of industrial chain servers, switches, optical modules, liquid cooling, and power supply chains, and recommends that attention be given to national production supernodes and chain-related companies。