一财主播说 | 寒武纪一度“跳水”超13% 回调能否低吸？

Group 1 - The core viewpoint of the article highlights a significant drop in the stock price of AI chip company Cambricon, which fell nearly 14% during intraday trading, with a market value briefly dropping to around 450 billion yuan [1] - Cambricon's stock closed down 9.18% at 1,128 yuan, while other AI chip companies like Moore Threads and Muxi also experienced declines of 2.65% and 3.08% respectively [1] - In response to the unusual stock price fluctuations, Cambricon issued a statement denying false information circulating about organizational activities and revenue guidance, emphasizing stable operational conditions [1] Group 2 - Cambricon is expected to turn a profit by 2025, but the growth rate for the fourth quarter is anticipated to slow significantly [1] - From an industry perspective, TSMC's 2nm capacity has been fully booked by major global tech companies, including AMD, Google, AWS, and NVIDIA, which have scheduled advanced process capacity releases for the coming years [1] - Some institutions remain optimistic about Cambricon, suggesting it will benefit from the ongoing surge in AI computing power demand, while others express concerns regarding its high valuation [1]