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寒武纪股价与茅台差距只有90元 ,寒武纪能否打破A股“老二魔咒”?
Di Yi Cai Jing·2025-08-26 14:26

Group 1 - The core point of the article highlights the significant rise in the stock price of Cambrian (688256.SH), which is now closely approaching the price of Kweichow Moutai (600519.SH), with a difference of less than 100 yuan as of August 26 [1] - Cambrian reported a revenue of 2.881 billion yuan for the first half of 2025, marking a staggering year-on-year growth of 4347.82%, alongside a net profit of 1.038 billion yuan, indicating a turnaround from losses [1] - The stock price of Cambrian surged past the 1,000 yuan mark on August 20, reaching a peak of 1,391 yuan per share on August 25, driven by improved performance and expectations of domestic substitution [1] Group 2 - Cambrian and Kweichow Moutai are currently the only two stocks in the A-share market priced over 1,000 yuan, making them focal points of capital market attention [2] - Historically, there have been seven stocks that have reached the 1,000 yuan level in the A-share market, but those that surpassed Kweichow Moutai's price have typically experienced significant declines, a phenomenon referred to as the "Moutai curse" [2] - The "Moutai curse" suggests that stocks either exceeding or closely trailing Kweichow Moutai's price have consistently faced substantial price drops, often due to factors like stock dilution from high bonus issues and cooling speculation [2]