Galaxy Securities: Kimi K3 Open-Source Launch Reshapes LLM Commercial Ecosystem, Suggesting Focus on Domestic Super Nodes and Supply Chain

Galaxy Securities research report states that within 48 hours of Kimi K3's launch, request volume saturated existing clusters, prompting Kimi to suspend new C-end user membership subscriptions. The report argues Kimi K3 is not suppressing compute demand but rather stimulating inference demand and boosting domestic super node adoption, recommending attention to related supply chain companies.

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