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Core Viewpoint - The article highlights the significant rise in AI computing stocks, particularly focusing on the performance of the AI chip manufacturer Cambricon, which reached a record high stock price and market capitalization, indicating strong investor interest and market optimism in the AI sector [3][6]. Group 1: Stock Performance - Multiple AI computing stocks in the A-share market saw gains, with Cambricon's stock price hitting 848.88 yuan per share, a historical high, and a market capitalization of 355.1 billion yuan [3]. - Other AI computing concept stocks also performed well, with Industrial Fulian up 9.24%, Xinyi Sheng up 6.23%, and Zhongji Xuchuang up 5.09% [3]. Group 2: Industry Insights - Recent reports from several brokerages indicate a positive outlook for the computing power industry chain, with overseas cloud solution providers increasing capital expenditures and TSMC raising its revenue growth guidance for 2025 [5]. - The semiconductor sales in June showed a year-on-year increase of 19.6%, reflecting strong demand in the market [5]. - Domestic demand for AI computing infrastructure remains robust, with expectations for a recovery or acceleration in investment as the computing power gap widens [5]. Group 3: Cambricon's Financial Performance - Cambricon reported a revenue of 9.89 billion yuan and a net profit of 2.81 billion yuan in Q4 of the previous year, marking its first quarterly profit since going public [7]. - In Q1 of this year, Cambricon's revenue surged to 11.11 billion yuan, a significant increase from 260 million yuan in the same period last year, with a net profit of 3.55 billion yuan [7]. - However, Cambricon's inventory and prepayments have also increased significantly, with inventory rising by 1684% year-on-year to 1.774 billion yuan and prepayments increasing by 423% to 774 million yuan by the end of 2024 [7]. Group 4: Market Trends - Cambricon's upcoming semi-annual report is expected at the end of August, and several domestic AI chip companies are also preparing for IPOs [8]. - Market research indicates that the proportion of outsourced chips in the domestic AI server market is expected to decrease from 63% in 2024 to 49% this year, suggesting a rise in local chip suppliers [8].