刚刚!寒武纪,跳水!
券商中国·2025-08-29 01:49

Core Viewpoint - The article discusses the significant fluctuations in the stock prices of semiconductor companies, particularly focusing on Cambrian and Dongxin shares, highlighting the risks associated with their recent price movements and the companies' financial forecasts [1][4][5][7]. Group 1: Cambrian Technology - Cambrian's stock opened down 6.8% on August 29, with a price of 1480 CNY per share, leading to a market capitalization of 619.2 billion CNY [1]. - On August 28, Cambrian's stock surged over 15%, surpassing Kweichow Moutai to become the new "king of stocks" in A-shares [1]. - Cambrian issued a risk warning on August 28, stating that its stock price had increased by 133.86% compared to July 28, significantly outpacing its industry peers and major indices, indicating a potential disconnection from its fundamental performance [4]. - The company projected its total revenue for 2025 to be between 5 billion CNY and 7 billion CNY, and clarified that there are no new product releases planned, countering misleading market information [4][5]. - For the first half of the year, Cambrian reported revenue of 28.81 billion CNY, a year-on-year increase of 4347.82%, and a net profit of 10.38 billion CNY, reversing a loss from the previous year [5]. Group 2: Dongxin Shares - Dongxin shares experienced a significant increase of over 16% on August 28, reaching a historical high, but were subsequently suspended for trading due to abnormal price fluctuations [2][7]. - The stock price rose by 207.85% from July 29 to August 28, with an average turnover rate of 11.77%, indicating heightened trading activity [7][8]. - Dongxin shares warned investors about the risks of potential price corrections following substantial short-term gains, emphasizing the need for awareness of market trading risks [7][8].