Cambricon(SH:688256) Xin Lang Cai Jing·2026-02-06 07:33Group 1 - The core point of the news is that Cambricon Technologies has experienced a significant decline in stock price, dropping 2.27% to 1034.34 yuan per share, with a total market capitalization of 436.166 billion yuan and a cumulative drop of 17.84% over the past five days [1] - Cambricon Technologies, established on March 15, 2016, and listed on July 20, 2020, specializes in the research, design, and sales of artificial intelligence core chips for various cloud servers, edge computing devices, and terminal equipment [1] - The company's main business revenue composition is as follows: cloud products account for 99.62%, other (supplementary) 0.32%, edge products 0.05%, and IP licensing and software 0.00% [1] Group 2 - From the perspective of major fund holdings, Morgan Stanley has one fund heavily invested in Cambricon, with a reduction of 1,855 shares in the fourth quarter, holding a total of 4,657 shares, which represents 4.85% of the fund's net value [2] - The fund, named Morgan Stanley Emerging Industries Stock (010322), has a current scale of 130 million yuan and has reported a year-to-date return of 0.67% [2] - The fund manager, Chen Xiuzhu, has been in position for 2 years and 345 days, with the best fund return during the tenure being 22.59% and the worst being -22.63% [2]