Group 1 - The core narrative revolves around Dongxin Co., a semiconductor company that experienced a dramatic stock price surge of over 200% within a month, despite reporting losses of 1.11 billion yuan in the first half of the year and a total loss of 3.06 billion yuan in 2023 [1][2] - Dongxin Co. made significant investments in a rising domestic GPU company, Lisan Technology, totaling 2 billion yuan in August 2024 and an additional 2.11 billion yuan in August 2023, which contributed to its stock price recovery [2] - Lisan Technology, established only three years ago, launched its first 6nm GPU chip series "7G100" and a new graphics card series, showcasing advanced technology that competes with international leaders like NVIDIA and AMD [2] Group 2 - The situation illustrates that stock market performance is not solely dependent on current financial results but can also be influenced by future potential, particularly in the tech sector [3] - The case of Dongxin Co. serves as a textbook example of risk investment, highlighting the importance of strategic bets on innovative technology [2][3]
两年亏掉4.7亿却成资本新宠!东芯股份豪掷4亿押注砺算科技,6nm GPU芯片叫板英伟达