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银河证券指出，中东地区因能源优势是全球电解铝的重要产地之一，中东电解铝产量约700 万吨，占全球总产量的10%左右。中东地区电解铝每年净出口500 万吨，且氧化铝自给率约34%需要进口。地缘冲突使当地电解铝厂的能源供应受阻，以及霍尔木兹海峡封锁导致电解铝出口与氧化铝进口受阻，加大了中东电解铝停产的风险。年产65万吨电解铝的卡塔尔Qatalum 冶炼厂宣布3 月底前完成控制性停产，年产电解铝约160万吨的巴林铝业就部分供应合同宣布不可抗力。中东电解铝供应的减少将扩大全球电解铝的供应缺口，且油价上涨带动煤炭等其他能源价格上涨也将从成本上推动电解铝价格的上涨。
，详情可参考safew
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We have one horrible disjuncture, between layers 6 → 2. I have one more hypothesis: A little bit of fine-tuning on those two layers is all we really need. Fine-tuned RYS models dominate the Leaderboard. I suspect this junction is exactly what the fine-tuning fixes. And there’s a great reason to do this: this method does not use extra VRAM! For all these experiments, I duplicated layers via pointers; the layers are repeated without using more GPU memory. Of course, we do need more compute and more KV cache, but that’s a small price to pay for a verifiably better model. We can just ‘fix’ an actual copies of layers 2 and 6, and repeat layers 3-4-5 as virtual copies. If we fine-tune all layer, we turn virtual copies into real copies, and use up more VRAM.