寒武纪市值单日蒸发超480亿 盘中紧急辟谣“小作文”传闻

Core Viewpoint - The stock price of Cambricon Technologies experienced a significant drop of over 14% on February 3, following rumors about lower revenue expectations for 2026, despite the company having recently issued a profit forecast for 2025 [2][3]. Group 1: Stock Performance and Market Reaction - On February 3, Cambricon's stock opened high but quickly fell, closing at 1128.00 yuan, down 9.18%, resulting in a market value loss of over 48 billion yuan [2]. - The stock had previously seen substantial increases after earnings reports, reflecting strong market interest in the commercialization of domestic AI chips [2]. - Following the release of a slightly lower-than-expected earnings forecast on January 30, the stock had already declined by 1.34% on February 2 [3]. Group 2: Company Statements and Future Outlook - Cambricon issued a statement denying the rumors about a small-scale communication regarding revenue guidance, emphasizing that no such communication had occurred and urging investors to rely on publicly disclosed information [2]. - The company highlighted its ongoing research and development progress and operational stability, while also warning against the spread of unverified information [2]. - Despite the recent stock drop, some institutions remain optimistic about Cambricon's future, citing its leadership in the domestic AI chip market and ongoing advancements in smart processing architectures [3].