Group 1 - The core viewpoint of the news highlights the performance of the AI sector, with the Zhongzheng AI Theme Index showing a slight increase of 0.04% and specific stocks like Chipone and Huaguan rising significantly [1] - The AI Artificial Intelligence ETF experienced a minor decline of 0.35%, with a latest price of 2.31 yuan and a trading volume of 1.82 billion yuan during the session [1] - TSMC's 2nm production capacity has been fully booked by global tech giants, with AMD planning to start production in 2026, while Google and AWS are expected to adopt this technology in 2027 [1] Group 2 - According to Dongfang Securities, the demand for high-performance storage devices is surging due to the rapid expansion of AI inference application scenarios, with Enterprise SSD prices expected to increase by 53-58% in Q1 2026, marking a historical high for quarterly growth [2] - Server DRAM contract prices are projected to rise by 90-95%, the highest increase on record, indicating a shift from structural to global storage shortages driven by AI [2] - The Zhongzheng AI Theme Index includes 50 listed companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2] Group 3 - The AI Artificial Intelligence ETF closely tracks the Zhongzheng AI Theme Index, which is composed of companies that support AI development [3]

Core Viewpoint - The market experienced a significant drop due to rumors regarding potential tax rate increases for the gaming industry, which were deemed unfounded by analysts [2][11]. Group 1: Market Reaction - On February 3, the Hang Seng Technology Index fell over 3% at one point, with major internet companies like Tencent, Alibaba, and Baidu also experiencing sharp declines [3][8][10]. - The stock price of Cambricon Technologies plummeted following rumors about its revenue guidance for 2026 being significantly lower than market expectations [4][13]. Group 2: Tax Rumors Analysis - Analysts from Everbright Securities refuted the rumors about a potential tax rate increase for the gaming industry, clarifying that the comparison to the liquor industry's consumption tax was misleading [2][11]. - The current tax rate for financial services and internet value-added services, including gaming, is 6%, as per the Value-Added Tax Law effective from January 1, 2026 [3][13]. - The adjustment of tax rates requires a rigorous legislative or administrative process, making arbitrary changes unlikely [3][12]. Group 3: Policy Context - The current macroeconomic policy focus is on "stabilizing growth, promoting innovation, and supporting industrial upgrades," which contradicts the idea of a blanket tax increase on key industries [12]. - Future tax regulations are more likely to involve the review of tax incentives for certain companies rather than an increase in statutory tax rates [12].

2月3日午间，寒武纪发布严正声明称，公司关注到今日网络传播的关于公司近期组织小范围交流等信息为不实信息，公司近期从未组织任何小范围交流， 没有出具过任何年度、季度营业收入指引数据，相关信息请以公司公开披露的信息为准。公司目前研发进展顺利，经营稳步推进。 公司提醒广大投资者提高信息辨别能力，不传播、不采信来源不明或未经核实的虚假信息。对于任何捏造、散布传播不实信息的行为，公司将保留追究相 关人员法律责任的权利。 图片来源：寒武纪科技微信公众号 2月3日上午，寒武纪股价大幅跳水，上午收盘跌近13%。下午开盘后，寒武纪股价跌幅收窄，截至13:33，该股下跌10.63%。 图片来源：同花顺 ...

值得注意的是，当日午后，寒武纪微信公众号发布"严正声明"称，公司关注到今日网络传播的关于公司 近期组织小范围交流等信息为不实信息，公司近期从未组织任何小范围交流，没有出具过任何年度、季 度营业收入指引数据，相关信息请以公司公开披露的信息为准。公司目前研发进展顺利，经营稳步推 进。 2月3日，国产AI芯片龙头寒武纪股价盘中出现大幅下挫引发关注。截至午间收盘，寒武纪报1082元/ 股，跌近13%，公司总市值同步回落至4500亿元附近。 《21辟谣》注意到，当日市场流传一则传闻，称寒武纪近期组织小范围交流，且2026年营收指引不及市 场预期，这一传闻被认为是引发股价异动的重要诱因之一。 对此，寒武纪向以投资者身份致电的21快讯记者回应称："公司相关的具体信息还是要以公司公开披露 的信息为准。市场上有很多的信息，它这个来源也没办法确定，然后它真实性也无法确定，这可能有一 些混杂的谣言和不实信息。" （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 寒武纪在声明中提醒广大投资者，公司相关事项均以公开披露信息为准，请各位投资者提高信息辨别能 力，不传播、不采信来源不明或未经核实的虚假信息。此外，对于 ...

相比较去年8月1595.88元的高点，寒武纪股价已经下跌了超30%。 就公司股价跳水一事，寒武纪董秘办表示："这个（指股价波动原因）我们不太清楚，首先就是市场上 很多的传闻，这肯定都是假的。然后二级市场资金、情绪的波动还是比较多的，大家理性对待。" 1月30日晚间，寒武纪发布2025年年度业绩预告，预计全年实现营业收入60亿元至70亿元，同比大幅增 长410.87%至496.02%；归母净利润为18.5亿元至21.5亿元，上年同期为亏损4.52亿元，年度业绩实现扭 亏为盈。 目前，寒武纪以5200多亿的总市值位居科创板总市值榜第二，仅次于海光信息；在所有A股中排名第十 八位。 来源：综合公开资料、每日经济新闻等 编辑：曹諵 校对：知晏 寒武纪在公告中表示，报告期内，受益于人工智能行业算力需求的持续攀升，公司凭借产品的优异竞争 力持续拓展市场，积极推动人工智能应用场景落地，本期营业收入较上年同期大幅增长，进而带动公司 整体经营业绩提升，净利润实现扭亏为盈。 本文仅供信息分享，不构成对任何人的任何投资建议， 寒武纪2025年三季报显示，2025年前三季度公司已实现营业收入46.07亿元，归母净利润16.05亿元。 ...

Group 1 - The A-share market experienced overall low-level fluctuations on February 3, with most major indices and sectors rising, but individual stock performance showed divergence [2][3] - The stock of Cambrian Technology (寒武纪-U) saw a sudden drop, with a decline exceeding 14% at one point during the trading session, closing down 12.88% at 1082.09 yuan per share, resulting in a total market capitalization of 456.3 billion yuan [10][11] - The market saw over 4,400 stocks in the green, with the major indices fluctuating throughout the morning session, ultimately closing with the Shanghai Composite Index up 0.38%, the Shenzhen Component Index up 0.93%, and the ChiNext Index up 0.76% [3][4] Group 2 - The defense and military industry sector led the gains, with an intraday increase of over 3%, while sectors such as banking and oil & gas saw declines [10] - Cambrian Technology's significant drop in stock price was notable amidst a broader market context where many stocks were still experiencing gains [10][11] - The new stock, Shimon Holdings (世盟股份), listed today and saw its price rise by as much as 150% during the session, focusing on providing integrated supply chain logistics solutions for multinational manufacturing enterprises [18]

寒武纪-U成交额达200亿元，现跌10.95%。 ...

AI芯片板块下跌1.02%，寒武纪下跌6.6%，沐曦股份下跌2.68%，摩尔线程下跌2.16%。（AI生成） AI芯片板块下跌1.02%，寒武纪下跌6.6%，沐曦股份下跌2.68%，摩尔线程下跌2.16%。（AI生成） ...

截至2026年2月3日 13:10，上证科创板芯片指数(000685)上涨0.21%，成分股华峰测控上涨6.95%，芯原股份上涨6.75%，联芸科技上涨4.24%，天岳先进上涨 4.22%，睿创微纳上涨3.94%。科创芯片ETF汇添富(588750)上涨0.29%，最新价报1.75元。拉长时间看，截至2026年2月2日，科创芯片ETF汇添富近1月累计 上涨11.46%。（以上所列股票仅为指数成份股，无特定推荐之意） 流动性方面，科创芯片ETF汇添富盘中换手2.28%，成交1.23亿元。拉长时间看，截至2月2日，科创芯片ETF汇添富近1月日均成交2.11亿元，居可比基金前 3。 TrendForce指出，存储芯片领域两大主要产品类别DRAM与NAND闪存现货价格累计上涨超过300%。2026年第一季AI与数据中心需求持续加剧全球存储器供 需失衡，原厂议价能力有增无减，预估NAND Flash合约价则从季增33-38%上调至55-60%，并且不排除仍有进一步上修空间。 Wind数据显示，受涨价潮提振，截至2月2日，41家存储概念公司中，25家披露业绩预告，其中16家预喜，多家公司在2025年第四季度业绩提升明显。 ...

2月3日，寒武纪科技发布声明： 我公司关注到今日网络传播的 关于公司近期组织小范围交流等信息为不实信息，公司近期从 未组织任何小范围交流，没有出具过任何年度、季度营业收入指引数据，相关信息请以公司公 开披露的信息为准。公司目前研发进展顺利，经营稳步推进。 在此，公司提醒广大投资者， 我公司相关事项均以公开披露信息为准，请各位投资者提高信息辨别能力，不传播、不采信来 源不明或未经核实的虚假信息。此外，对于任何捏造、散布传播不实信息的行为，公司将保留 追究相关人员法律责任的权利。 来源丨寒武纪科技公众号 编辑丨江佩佩 见习编辑林芊蔚 SFC ...