章建平，靠寒武纪“大赚”60亿

Core Viewpoint - The article highlights the significant rise of Cambricon Technologies, a leading AI chip company in China, which has seen its stock price soar and its founder's wealth increase dramatically, positioning it as a hot investment opportunity in the AI sector [4][5][11]. Group 1: Company Performance - Cambricon's stock price experienced a remarkable increase of 102% in 2023, reaching a closing price of 1,329 CNY per share on August 26, 2023, and later surpassing Guizhou Moutai to become the highest-priced stock in the A-share market [5][11]. - The company reported a staggering revenue of 2.88 billion CNY for the first half of 2025, a year-on-year increase of 4,348% [8][9]. - Cambricon's net profit for the same period was 1.04 billion CNY, a turnaround from a loss of 533 million CNY in the previous year [8][9]. Group 2: Founder and Major Shareholders - Founder Chen Tian Shi's net worth reached approximately 1,996 billion CNY, holding a 35.90% voting power in the company [11][12]. - Notable investor Zhang Jianping significantly increased his stake in Cambricon, holding 6.09 million shares, which had a market value of about 80.89 billion CNY as of August 26, 2023, reflecting a potential profit of 50.43 billion CNY [12][16]. Group 3: Market Dynamics - The surge in Cambricon's stock price is attributed to the growing demand for AI computing power, driven by the release of domestic AI models like DeepSeek [8]. - The article discusses the competitive landscape of AI chip companies, with Cambricon being compared to Nvidia, indicating its potential to lead in the domestic market [8]. Group 4: Investment Strategies - Zhang Jianping's investment strategy involves significant positions in AI-related stocks, with a total holding value of 57.53 billion CNY across multiple companies, indicating a strong focus on the AI sector [20][21]. - The article notes that Zhang Jianping's approach to Cambricon is unique, as he has maintained his position without selling, contrasting with his more active trading in other stocks [24].