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中信证券:存力升级为当前智能体推理核心需求,坚定看好存储成长趋势

intermediate36氪1 min read
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Grammar Points

从……向……from... toward...HSK 4

This pattern shows a change or development from one stage, state, or direction to another. It is common in formal and written Chinese when describing trends or evolution.

"AI从“简单对话”向“智能体(Agent)”演进。"

"从“简单对话”向“智能体(Agent)”演进,驱动上下文长度激增。"

据……according to...HSK 4

据 is used to cite a source of information, similar to 'according to' in English. It often appears in news, reports, and formal writing.

"据Epoch AI数据,最长上下文窗口约每年增长30倍。"

"36氪获悉,中信证券研报称……"

通过……的方式……by means of...HSK 5

This structure means 'by using...' or 'through the method of...'. It is often used to explain how a goal is achieved, especially in formal or technical contexts.

"目前,大模型厂商、硬件厂商主要通过量化、分层存储、模型架构优化的方式解决存力瓶颈。"

"通过量化、分层存储、模型架构优化的方式解决存力瓶颈。"

有望……,进而……expected to..., and then...HSK 5

有望 means 'is expected to' or 'is likely to'. 进而 introduces the next result or consequence, meaning 'and then', 'thereby', or 'further'. Together they show an expected chain of effects.

"中信证券认为,显存优化有望降低单Token生成成本,进而刺激用户开启更高并发与更长上下文。"

"显存优化有望降低单Token生成成本。"

不……反……not... but instead...HSK 6

This pattern shows that the result is opposite to what might be expected: not only does something not decrease or weaken, it actually increases or strengthens. It is common in formal and rhetorical writing.

"总存力需求将不减反增。"

"但仍不改显存需求爆发。"

Key Vocabulary

需求xū qiúHSK5

(economics) demand

上下文shàng xià wén
中信证券zhōng xìn zhèng quàn
存力cún lì
存储cún chǔHSK6

to store

显存xiǎn cún
当前dāng qiánHSK5

the present time

wèiHSK3

for

坚定jiān dìngHSK6

staunch

看好kàn hǎoHSK6

to regard as having good prospects

推理tuī lǐHSK7

to infer

模型mó xíngHSK6

model

厂商chǎng shāngHSK6

producer

升级shēng jíHSK5

(computing) to upgrade

优化yōu huàHSK6

to optimize

核心hé xīnHSK6

core; nucleus

硬件yìng jiànHSK5

hardware

智能zhì néngHSK5

intelligent

增长zēng zhǎngHSK4

to grow; to increase

长度zhǎng dùHSK5

length

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