Cambricon(SH:688256) Xin Lang Cai Jing·2025-08-25 05:44Group 1 - The Core Point: The 科创创业50ETF fund (588660) experienced a significant increase, with a nearly 3% rise and a trading volume of 12.67 million yuan, reflecting strong performance in the underlying 中证科创创业50 index, which rose by 2.29% [1] - The fund has shown a cumulative increase of 12.61% over the past week, ranking first among comparable funds [1] - The 2025 China Computing Power Conference highlighted the growth in computing power infrastructure, with the number of operational computing centers reaching 10.85 million and intelligent computing power scaling up to 788 EFLOPS as of June 2025 [1] Group 2 - Goldman Sachs raised the target price for 寒武纪 by 50% to 1,835 yuan, citing increased capital expenditure in cloud computing and diversified chip platforms as key reasons [2] - The net profit forecasts for 寒武纪 for 2025-2027 were increased by 59%, 28%, and 29% respectively, reflecting higher AI chip shipment volumes [2] - 中信建投证券 noted that market sentiment is warming, with a potential for a slow bull market, while emphasizing the importance of finding low-position new directions in thriving sectors [2] Group 3 - The 科创创业50ETF fund closely tracks the 中证科创创业50 index, which selects 50 large-cap emerging industry companies from the 科创板 and 创业板 to reflect the overall performance of these sectors [3]