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【观点】国都期货：基本面偏宽松，豆粕或维持震荡走势_我的网站

A |     8月25日豆粕震荡收涨，M2701合约报收3245元/吨，收涨0.40%。    (ECNS) -- African developers are increasingly choosing Chinese AI models for their lower costs, relatively modest computing requirements and ability to be deployed and customized independently, The New York Times reported Wednesday.    In Kenya, Uganda and other African countries, developers, policymakers and business executives told the newspaper that cost, computing resources, data control and localization often matter more than where an AI model was developed.    In Uganda’s Mityana District, a coffee farmer uses Sunflower, a language model built on China’s open-source Qwen3, to communicate information about crop conditions and farm management. Some developers compared using Chinese open-source models to owning a house: they can download the models and build their own products on top of them, rather than continually paying for access to closed systems.    The report also said Chinese companies have provided African developers with free computing credits and technical guidance, while broader China-Africa cooperation in telecommunications and infrastructure over the past two decades has helped lay the groundwork for the adoption of Chinese AI technologies.                        。昨日外盘美豆收盘上涨，11月合约报收1238.75美分/蒲式耳，收涨1.08%。基本面来看，年初南美大豆丰产兑现，叠加今年美豆种植面积增加，全球大豆供给处于宽松周期。

B | 目前美豆正处于生长关键阶段，USDA作物生长周报显示，截至8月23日当周，美豆优良率为60%，较前一周下降1个百分点，去年同期为69%。

C | 上周ProFarmer作物巡查后预测，本年度美豆单产为53...。

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Published on:07:01:47