【财经日历】 摩尔线程上市 2025第二届磷锂产业高质量发展大会(贵阳，12/5-12/7) 新股申购：沐曦股份、 昂瑞微 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47850.94c | -31.96 | -0.07% | | 纳斯达克指数 | 23505.14c | 51.05 | 0.22% | | 标普500 | 6857.12c | 7.40 | 0.11% | 当地时间周四，美股主要股指整体持平，标普500指数和纳指连续三个交易日收高。截至收盘，道指跌 0.07%，标普500指数涨0.11%，纳指涨0.22%。小盘股继续领跑，罗素2000指数收涨0.76%至2531.16 点，创下历史新高。 科技板块表现分化。Meta涨3.43%，有消息称Meta计划削减多达30%的元宇宙（Metaverse）预算，刺激 其股价走强；亚马逊透露正在与美国邮政署商讨未来合作安排，股价承压下跌1.41%；英伟达涨 2.11%，特斯拉涨1.74%，微软涨0.65%，谷歌A跌0.63%，苹果跌1.21%。 纳斯达克中国金龙指数收涨0.39%。 ...

Group 1 - Meta Platforms CEO Mark Zuckerberg plans to significantly reduce investment in the metaverse, with discussions of a potential 30% budget cut for the metaverse team, which includes Meta Horizon Worlds and the Quest VR division, with layoffs possible as early as January [2] - Cambricon issued a stern statement denying misleading information circulating about its products, clients, and capacity forecasts, urging investors to rely on publicly disclosed information [2] - Moore Threads officially listed on the STAR Market, raising 8 billion yuan for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [2] - Xingfa Group secured a large order for 80,000 tons of lithium iron phosphate energy storage materials from BYD [2] - Chaoying Electronics plans to invest $100 million to expand its Thai subsidiary, increasing AI computing high-end PCB capacity [2] Group 2 - Huadian Technology submitted its IPO application to the Hong Kong Stock Exchange, intending to use the funds for production capacity expansion and R&D in high-performance PCBs for data communication and smart vehicles [4] - Tianyu Semiconductor announced the global offering results with a share price of HKD 58.00, and the Hong Kong public offering was oversubscribed 60.63 times [4] - Zhongwei Electronics' controlling shareholder is planning a change in company control, leading to a stock suspension [4] - Sun Cable's major shareholder plans to reduce its stake by up to 21.67 million shares, representing 3% of the total share capital, within three months after 15 trading days [4] Group 3 - Amazon's AWS launched the Graviton5 processor and M9G instances, with plans for C9G and R9G instances in 2026 [6] - Apple announced executive team changes, with Kate Adams set to retire and Jennifer Newstead joining as Senior Vice President [6] - Microsoft raised Office subscription prices for enterprise and government clients by up to 33% while denying a reduction in AI sales targets [6] - AT&T received FCC approval for a $1 billion acquisition of U.S. cellular spectrum licenses [6] - Chevron's 2026 capital expenditure is projected to be between $18 billion and $19 billion, focusing on U.S. production and investments related to recent acquisitions [6] Group 4 - Samsung Electronics secured over 50% of orders for NVIDIA's 2026 SOCAMM 2 chip in the semiconductor sector and is preparing for mass production of HBM4 [8] - SK Hynix is making personnel adjustments to enhance AI memory competitiveness and plans to enter the niche DRAM foundry market by 2027 [8] - Hyundai's Ulsan plant will halt electric vehicle production for the 10th time this year, reflecting demand fluctuations in the EV market [8] - LG Electronics announced the timing and theme for its CES 2026 event and is collaborating with Taboola to launch a new TV advertising solution [8] Group 5 - Brevo completed a €500 million financing round, with General Atlantic and Oakley Capital joining as shareholders, aiming for €1 billion in annual revenue by 2030 [10] - Eurostar and the German railway company signed a memorandum of understanding for a UK-Germany rail connection project [10]

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]