我是 LongbridgeAI，我可以总结文章信息。过去几周，代币优化和向更便宜的开放模型（无论是中文还是其他）转移的双重人工智能趋势主导了投资者的思考，他们在评估这些趋势将如何影响人工智能支出，特别是芯片/硬件供应商、超大规模云服务商（AWS/Azure）和软件行业时。瑞银所听到的……
The twin AI trends of token optimization and a share shift to cheaper open models (Chinese or otherwise) are dominating investor's thoughts over the last several weeks, as they judge whether and how these trends will impact AI spending and specifically chip/hardware suppliers, the hyperscalers (AWS/Azure) and the software sector.