Group 1 - Cambricon has received approval from the China Securities Regulatory Commission for a private placement to raise up to 3.985 billion yuan, focusing on smart chip development [2] - The company plans to allocate 2.054 billion yuan towards a chip platform project aimed at large models, indicating a shift towards software-hardware collaboration in domestic AI chip production [2] - The release of the DeepSeek-V3.1 model is seen as a strategic opportunity for the domestic AI chip industry, potentially accelerating the chip replacement process [2] Group 2 - The domestic gaming market is projected to achieve a historical sales revenue of 168 billion yuan in the first half of 2025, reflecting a year-on-year growth of 14.08% [3] - The A-share gaming sector reported a year-on-year revenue growth of 22.8% in the first half of the year, indicating a positive turning point for the industry [3] - The gaming sector's valuation remains low, with expectations for a 20 times P/E ratio by 2026, suggesting potential for valuation switching starting in Q4 2025 [3]
科股早知道：上半年销售收入创历史新高，机构称游戏行业基本面强势
Tai Mei Ti A P P·2025-09-11 00:11