AI芯片,再成股王
半导体芯闻·2025-08-28 09:55

Core Viewpoint - The article highlights the remarkable rise of Cambrian, which has overtaken Kweichow Moutai to become the highest stock price in A-shares, driven by significant performance improvements and market enthusiasm for AI chip companies [2][4][5]. Group 1: Stock Performance - Cambrian's stock price surged by 15.73% on August 27, closing at 1587.91 CNY per share, with a total market capitalization of 664.3 billion CNY, surpassing Kweichow Moutai's 1446.1 CNY per share [2]. - The stock has experienced a dramatic increase of 121.42% from July 25 to August 26, 2024, and reached over 1000 CNY per share for the first time, with a market value exceeding 500 billion CNY [4]. Group 2: Financial Performance - Cambrian reported a record revenue of 2.881 billion CNY for the first half of 2025, marking a staggering year-on-year growth of 4347.82%, and a net profit of 1.038 billion CNY, reversing years of losses [4][5]. - The company achieved its first quarterly profit in Q4 2024, with a net profit of 355 million CNY in Q1 2025, laying the groundwork for its strong half-year performance [5]. Group 3: Market Dynamics - The rise of Cambrian reflects a shift in investor sentiment from traditional consumer sectors to high-tech industries, particularly in AI chip technology [5]. - Cambrian's advancements in AI chips and breakthroughs in data centers and intelligent computing have garnered both capital and industry recognition [5].