Old Port Advisors Purchases 2,476 Shares of Apple Inc. $AAPL marketbeat.com

Apple Inc. $AAPL is NorthCrest Asset Manangement LLC's 3rd Largest Position MarketBeat

Independence Wealth Advisors LLC Takes Position in Microsoft Corporation $MSFT MarketBeat

Independence Wealth Advisors LLC Takes Position in Microsoft Corporation $MSFT marketbeat.com

Apple Inc. $AAPL is NorthCrest Asset Manangement LLC's 3rd Largest Position marketbeat.com

Gradient Investments LLC Buys 24,728 Shares of Apple Inc. $AAPL MarketBeat

M. Kulyk & Associates LLC Acquires 1,788 Shares of Microsoft Corporation $MSFT MarketBeat

Microsoft Corporation $MSFT Holdings Cut by Tompkins Financial Corp MarketBeat

Independence Wealth Advisors LLC Invests $1.18 Million in Amazon.com, Inc. $AMZN MarketBeat

Independence Wealth Advisors LLC Invests $1.18 Million in Amazon.com, Inc. $AMZN marketbeat.com

M. Kulyk & Associates LLC Acquires 1,788 Shares of Microsoft Corporation $MSFT marketbeat.com

Microsoft Corporation $MSFT Holdings Cut by Tompkins Financial Corp marketbeat.com

Gradient Investments LLC Buys 24,728 Shares of Apple Inc. $AAPL marketbeat.com

Apple Inc. $AAPL Stock Holdings Lowered by Legacy Private Trust Co. MarketBeat

Sound View Wealth Advisors Group LLC Has $76.05 Million Stock Holdings in Apple Inc. $AAPL MarketBeat

Microsoft Corporation $MSFT Shares Purchased by Gradient Investments LLC MarketBeat

Microsoft Corporation $MSFT Shares Purchased by Gradient Investments LLC marketbeat.com

Apple Inc. $AAPL Stock Holdings Lowered by Legacy Private Trust Co. marketbeat.com

Sound View Wealth Advisors Group LLC Has $76.05 Million Stock Holdings in Apple Inc. $AAPL marketbeat.com

Microsoft Corporation $MSFT Shares Sold by Spartan Planning & Wealth Management MarketBeat

Microsoft Corporation $MSFT Shares Bought by NorthCrest Asset Manangement LLC MarketBeat

Inspirion Wealth Advisors LLC Buys 4,019 Shares of Amazon.com, Inc. $AMZN MarketBeat

Pensionfund Sabic Takes $8.51 Million Position in Broadcom Inc. $AVGO MarketBeat

Inspirion Wealth Advisors LLC Buys 4,019 Shares of Amazon.com, Inc. $AMZN marketbeat.com

Pensionfund Sabic Takes $8.51 Million Position in Broadcom Inc. $AVGO marketbeat.com

Microsoft Corporation $MSFT Shares Sold by Spartan Planning & Wealth Management marketbeat.com

Microsoft Corporation $MSFT Shares Bought by NorthCrest Asset Manangement LLC marketbeat.com

Entry Recap: Is Intel Corporation stock good for income investors - Market Movers & Daily Chart Pattern Signals baoquankhu1.vn

Hong Kong customs has seized about 20 million illicit cigarettes with an estimated market value of HK$92 million (US$11.46 million) from a cargo vessel during a joint anti-smuggling operation with authorities in mainland China. The cigarettes would have generated about HK$68 million in tax revenue, authorities said on Saturday. Officers from the Customs and Excise Department, marine police and mainland law enforcement agencies conducted the operation in the early hours of Friday based on risk...

谁能接住这波全球供给缺口？ 这周谷歌的一个新技术发布，直接把存储板块砸懵了。以美光科技为例，直接来了个五连阴， A 股相关标的也同样出现调整。 TurboQuant ， 这个号称能把长文本 KV Cache 存储需求砍 6 倍、推理速度提 8 倍的压缩方案，发布后存储股就集体跳水，不少人喊着“ AI 存储需求要没了”。 但你仔细想想，这事儿是不是有点眼熟？ 2023 年 GQA 技术出来的时候，也有人说 KV Cache 需求要砍半，存储要凉； 2024 年 PagedAttention 出来的时候，同样的论调又来一遍。 结果呢？过去这两年，全球大模型的 token 消耗量，直接涨了 10 倍都不止，存储的需求，反而越涨越猛。 01 TurboQuant的真相：压缩未必是利空 很多人一听， 6 倍压缩，那存储需求不就少了 6 倍？这不是要了存储厂的命吗？ 要是这么想，你就把这个技术的逻辑搞反了。 简单说， KV Cache ，就是大模型推理的时候，要把之前的对话内容存起来，不然它就忘了你之前说过啥，这个东西，占了推理阶段大部分的存储需求。而 TurboQuant 做的压缩，就是为了解决 AI 推理的核心瓶颈—— 内存墙 。 现在大模型的上下文，已经从过去的 4K ，涨到了 128K ，甚至百万级、千万级，并发的推理请求也越来越多，要是不做压缩，就算把所有的 HBM 都堆上去，也不够用，而且，数据搬运的成本，远高于计算成本，会把推理的速度拖得很慢。 所以， 压缩是为了让长上下文、高并发的推理能跑得起来 ，不是为了少用点存储。 而且，这根本不是什么新东西，产业早就开始迭代了。 2023 年的 GQA ，把 KV Cache 压缩了 4-8 倍； 2024 年的量化、 PagedAttention ，又压缩了 2-4 倍，每一次都有人说存储需求要没了，结果呢？ 每一次压缩之后，大家就敢放开手脚，做更长的上下文，做更多的并发，原来用不起的长文本推理，现在能用了，新的需求，反而把压缩省出来的空间给填满了，甚至还不够。 这就是经济学里的 杰文斯效应 ，最典型的就是视频压缩：当年 H.264 、 H.265 出来，把单位视频的存储需求砍了一大半，结果大家反而开始做 4K 、 8K 的高清视频，甚至现在的 10 分钟长视频，体积轻松 10GB+ ，最后整个视频存储的总需求，反而涨了...