1 隔夜市场 美股三大指数收盘涨跌不一，道指跌0.07%，纳指涨0.22%，标普500指数涨0.11%，热门科技股涨跌不 一，英伟达涨超2%，亚马逊、苹果跌超1%；Meta涨超3%，据报道，Meta首席执行官扎克伯格预计将 大幅削减对所谓"元宇宙"项目的投入，这一业务曾被他视为公司未来发展的方向；计算机硬件、加密矿 企涨幅居前，SanDisk涨超9%，Hut8涨近7%，戴尔科技涨超4%，惠普涨近3%；贵金属、旅游酒店、锂 矿概念股跌幅居前，美国雅保跌超5%，希尔顿酒店、皇家加勒比邮轮跌超2%。纳斯达克中国金龙指数 收涨0.39%，中概股涨跌不一，蔚来涨超4%，小鹏汽车涨超3%，百度、哔哩哔哩涨超1%，名创优品、 百胜中国跌超1%。 国际金价小幅走高，截至发稿时，现货黄金涨0.16%，报4209.45美元/盎司；COMEX期金涨0.16%，报 4239.2美元/盎司。现货白银一度跌超3%，截至发稿时跌2.35%，报57.1美元/盎司。 伦敦基本金属收盘涨跌不一，LME期铜跌0.47%报11434.00美元/吨，LME期铅涨0.85%报2016.00美元/ 吨，LME期锌涨0.65%报3085.00美元/吨，LM ...

12月4日周四，AI芯片厂商寒武纪股价因明年将大幅提升产能的市场传言尾盘大涨，后深夜紧急发布"严正声明"辟谣，称当日媒体及网络传播的公司相关 信息均不实，并保留追究法律责任的权利。 尽管寒武纪否认传言，国内外机构目前仍极为看好该司后市表现。国际投行Bernstein周四给出的目标价预示着，寒武纪股价较当天收盘还有46%的上涨空 间。多家机构认为，在国产替代加速背景下，寒武纪有望在新一轮算力投资周期中获得显著市场份额。 传言引发尾盘异动 周四早盘，寒武纪一度跌近3%，随后震荡拉升。午盘，有传言称寒武纪明年将大幅提升产能，目标为填补英伟达退出中国市场的空白份额。消息一出， 寒武纪尾盘放量拉升。 据证券时报报道，此前有媒体报道称，寒武纪计划在2026年将其人工智能（AI）芯片产量提升到目前的三倍，以争夺更多市场份额，并填补英伟达退出 后留下的市场空白。报道还称，寒武纪正准备在2026年交付50万颗AI加速器，其中包括多达30万颗其最先进的思元590与690芯片。 最终，寒武纪收涨2.75%，报1369元/股，总市值5773亿元。截至本周四收盘，寒武纪股价今年以来累计涨幅达108%。 公司深夜紧急辟谣 12月4日深夜 ...

12月4日，"寒武纪科技"微信公众号发布严正声明称，公司关注到今日媒体及网络传播的关于公司产品、客户、供应及产能预测等相关信息，均为误导市 场的不实信息。 在此，公司提醒广大投资者，寒武纪相关事项均以公开披露信息为准，请各位投资者提高信息辨别能力，不传播、不采信来源不明或未经核实的虚假信 息。此外，对于任何捏造、散布传播不实信息的行为，公司将保留追究相关人员法律责任的权利。 今年8月，寒武纪一度超越贵州茅台、登顶A股股王。 来源：寒武纪科技 据官网介绍，寒武纪全称为中科寒武纪科技股份有限公司，成立于2016年，专注于人工智能芯片产品的研发与技术创新，致力于打造人工智能领域的核心 处理器芯片。 寒武纪提供云边端一体、软硬件协同、训练推理融合、具备统一生态的系列化智能芯片产品和平台化基础系统软件。寒武纪产品广泛应用于服务器厂商和 产业公司，面向互联网、金融、交通、能源、电力和制造等领域的复杂AI应用场景提供充裕算力，推动人工智能赋能产业升级。 截至12月4日收盘，寒武纪股价收涨2.75%，收于1369元/股，总市值5773亿元。 ...

12月4日晚，寒武纪发布严正声明称，我公司关注到今日媒体及网络传播的关于公司产品、客户、供应及产能预测等相关信息，均为误导市场 的不实信息。 在此，公司提醒广大投资者，我公司相关事项均以公开披露信息为准，请各位投资者提高信息辨别能力，不传播、不采信来源不明或未经核 实的虚假信息。 此外，对于任何捏造、散布传播不实信息的行为，公司将保留追究相关人员法律责任的权利。 12月4日，寒武纪尾盘短线快速拉升，截至收盘涨2.75%，报1369元/股。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 来源丨 寒武纪科技、公开行情 编辑丨江佩佩 见习编辑张嘉钰 飞天茅台跌至1545元，段永平回应拼多多1399元茅台 起底教育盗版灰色产业链 SFC 21君荐读 港股科技股急拉，小米涨超4%，铜价飙涨创新高，高盛发出警告 ...

Core Viewpoint - The market experienced a significant fluctuation in the stock price of Cambrian Technology due to misleading information circulating about the company's product and capacity forecasts, prompting the company to issue a formal statement denying these claims [1][3]. Group 1: Stock Performance - Cambrian Technology's stock surged by 2.75% at the close of trading on December 4, following rumors of a substantial increase in production capacity to fill the gap left by NVIDIA's exit from the Chinese market [4][6]. - The stock price reached 1369 CNY per share, with a total market capitalization of 577.3 billion CNY, and has seen a cumulative increase of 108% in stock price this year [7]. Group 2: Analyst Ratings and Market Outlook - Bernstein, a well-known investment firm, upgraded Cambrian Technology's rating to "outperform" with a target price of 2000 CNY, reflecting positive sentiment in the market [8]. - First Shanghai Securities highlighted the accelerating demand for AI applications and the positive outlook for major clients, indicating that Cambrian's products excel in specific AI scenarios such as large model training and inference, intelligent vision, voice processing, and recommendation systems [8]. - The domestic supply chain is making significant progress in filling the demand gap in the trillion CNY market, with domestic chips expected to capture market share in the coming years, positioning Cambrian Technology favorably in the new investment cycle for domestic computing power [8].

12月4日，寒武纪科技微信公众号发文，公司关注到今日媒体及网络传播的关于公司产品、客户、供应及产能预测等相关信息，均为误导市场的不实信 息。 图片来源：寒武纪科技微信公众号 此外，对于任何捏造、散布传播不实信息的行为，公司将保留追究相关人员法律责任的权利。 12月4日，寒武纪尾盘快速拉升，截至收盘涨2.75%，报1369元/股。 2025年前三季度，寒武纪实现营业收入46.07亿元，同比增长2386.38%，实现归母净利润16.05亿元，同比扭亏。 11月28日，寒武纪发布关于使用公积金弥补亏损的公告。公告显示，公司于当日召开第三届董事会第一次会议，审议通过了《关于使用公积金弥补亏损的 议案》，该议案尚需公司股东会审议。 根据公告，公司拟使用母公司资本公积约27.78亿元，用于弥补母公司累计亏损。本次弥补亏损方案实施完成后，公司截至2024年12月31日的母公司会计 报表盈余公积为0元，资本公积减少至约68.46亿元，未分配利润补亏至0元。本次公积金弥补亏损方案的实施，将减轻历史亏损负担，有助于公司提升投 资者回报能力，推动公司实现高质量发展。 寒武纪半年报显示，公司自成立以来一直专注于人工智能芯片产品的研发 ...

把"浙江之声"，更容易找到我们 来源：寒武纪科技 版权归原作者所有，如有侵权请及时联系 12月4日，寒武纪发布严正声明称，公司关注到今日媒体及网络传播的关于公司产品、客户、供应及产能预测等相关信息，均为误导市场的不实信息。 在此，公司提醒广大投资者，我公司相关事项均以公开披露信息为准，请各位投资者提高信息辨别能力，不传播、不采信来源不明或未经核实的虚假信 息。 此外，对于任何捏造、散布传播不实信息的行为，公司将保留追究相关人员法律责任的权利。 ...

Core Viewpoint - The company issued a statement addressing misleading information circulating in the media and online regarding its products, customers, supply, and capacity forecasts [1] Group 1 - The company emphasizes that all relevant matters should be based on publicly disclosed information [1] - Investors are urged to enhance their ability to discern information and to refrain from spreading or believing unverified or false information from unknown sources [1] - The company reserves the right to pursue legal action against individuals who fabricate or disseminate false information [1]

Core Viewpoint - The company, Cambrian, issued a formal statement addressing misleading information circulating in the media regarding its products, customers, supply, and capacity forecasts, which it claims are intended to mislead the market [4][6]. Group 1: Company Response - Cambrian emphasized that all relevant matters should be based on publicly disclosed information and urged investors to enhance their ability to discern information, avoiding the spread of unverified or false information [6]. - The company reserves the right to pursue legal action against individuals who fabricate or disseminate false information [7]. Group 2: Market Reaction - Following the rumors, Cambrian's stock experienced a significant increase, closing up by 2.75% after initially dropping nearly 3% earlier in the day [11]. - As of the market close, Cambrian's stock price was 1369 yuan per share, with a total market capitalization of 577.3 billion yuan, reflecting a year-to-date increase of 108% [11]. Group 3: Analyst Ratings and Market Outlook - Bernstein, a well-known investment firm, upgraded Cambrian's rating to "outperform," setting a target price of 2000 yuan [13]. - First Shanghai Securities highlighted the positive outlook for demand from major clients due to the accelerated deployment of AI applications, noting Cambrian's strong performance in specific AI scenarios such as large model training and inference, intelligent vision, and voice processing [13]. - The domestic supply chain is making significant progress, with domestic chips expected to capture market share in the coming years, positioning Cambrian favorably in the new investment cycle for domestic computing power [13].

Core Viewpoint - The company, Cambrian, issued a formal statement on December 4, addressing misleading information circulating in the media and online regarding its products, customers, supply, and capacity forecasts [1] Group 1 - Cambrian emphasizes that all relevant matters should be based on publicly disclosed information, urging investors to enhance their ability to discern information [1] - The company warns against the dissemination of fabricated or unverified information and reserves the right to pursue legal action against individuals involved in spreading such misinformation [1]