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Core Viewpoint - The rise of AI chip leader Cambricon (688256.SH) marks a significant shift in the A-share market from traditional consumer stocks to hard technology, with its stock price reaching a record high and surpassing Kweichow Moutai in market capitalization [1][3] Company Summary - Cambricon's stock price peaked at 1595.88 yuan on August 28, closing at 1587.91 yuan, resulting in a total market value of 664.3 billion yuan, making it the "new stock king" of A-shares [1] - The company reported a staggering revenue of 2.881 billion yuan for the first half of 2025, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a turnaround from losses [1] - The surge in performance is attributed to the explosive demand for AI model training and inference, with cloud product line revenue accounting for 99.6% of total income, showcasing strong competitiveness in large model scenarios [1] Investor Activity Summary - Investor Zhang Jianping, known as "Zhang the Leader," began accumulating shares in Cambricon in Q4 2024, holding 5.3388 million shares by the end of that year [2] - Despite a 5% drop in Cambricon's stock price in Q1 2025, Zhang increased his holdings to 6.0863 million shares, with an initial investment cost of approximately 4 billion yuan, which has since risen to a market value of 9.66 billion yuan by August 28, yielding a floating profit of about 5.6 billion yuan [2] - On August 28, Cambricon's stock rose by 15.73%, resulting in a single-day floating profit of over 1.3 billion yuan for Zhang, setting a record for individual stock profit in a single day [2] Industry Trend Summary - The rise of Cambricon and the wealth generated for investors reflect a profound transformation in China's capital market towards hard technology, with industries like AI and robotics entering a period of explosive growth [3] - The ongoing trend suggests that similar investment stories may continue to emerge, highlighting the importance for investors to identify opportunities while managing short-term speculative risks [3]