Espressif Systems(SH:688018) 市值风云·2025-10-29 10:20Group 1 - The core viewpoint of the article emphasizes the arrival of a computing power equality era, which necessitates low-cost solutions to accelerate the deployment of edge AI applications [3] - The demand for edge AI chips arises from the need for not only connectivity but also edge computing capabilities in AI terminals [3][4] Group 2 - The company Lexin Technology (688018.SH) is identified as a participant in the edge AI chip market [4] - In the first three quarters, the company's revenue reached 1.9 billion, representing a year-on-year increase of 31% [5] - The net profit attributable to the parent company, excluding non-recurring items, was 350 million, showing a year-on-year growth of 51% [7] - However, the third quarter performance showed a decline in growth rate, with revenue growth slowing to 23.5% and net profit growth dropping to 27.8% [9] - As a result of these performance metrics, the company's stock price experienced a significant drop of nearly 7% on October 28, following a gap down at the opening [10]