2月3日早盘，寒武纪股价遭遇重挫，跌幅一度扩大至13.38%，截至午市收盘报1082.09元，跌 12.88%，单日市值蒸发近700亿元，创下自2025年9月4日（单日跌14.45%）以来的最大单日跌幅，也 是2024年9月24日以来第二大单日跌幅。这是该公司上市以来罕见的剧烈回调，当前股价较最高点累计 回撤约32%。 记者 ｜魏中原 编辑 ｜心一 针对市场关切，寒武纪方面公开回应称"暂不清楚股价大跌的具体原因"。此次大跌也拖累整个半导体板 块及科创50指数走弱。有分析认为，估值高企以及市场对AI芯片行业竞争加剧的担忧，或是导致资金 出逃的主因。 ...

就公司股价跳水一事，《每日经济新闻》记者以投资者身份致电寒武纪董秘办，接线工作人员表示："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。" 每经记者｜可杨 每经编辑｜段炼 魏文艺 2月3日，寒武纪-U（SH688256）盘中大幅跳水，截至中午休市股价跌近13%，总市值回落到4500亿元左右，蒸发超700亿元。 寒武纪亦在业绩预告中提示，本次业绩预告是公司财务部门的初步核算，尚未经注册会计师审计，具体准确的财务数据以公司正式披露的经审计后的 《2025年年度报告》为准。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 记者|可杨 编辑|段炼 魏文艺 杜波 校对|何小桃 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。 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 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which opened high and showed a slight pullback, with the latest price at 1.564 yuan, reflecting a 0.256% increase from the opening price [1] - The ETF tracks 30 constituent stocks, with a significant upward trend where 24 stocks rose, led by SiKan Technology with a 12.75% increase, followed by XingHuan Technology, LingYun Light, and Chip Origin, each rising over 3%; however, HanGuang Technology saw a decline of over 9% [1] - The trading volume for the ETF reached 32.57 million yuan, with a turnover rate of 1.27%, indicating sustained high trading activity, complemented by a net inflow of 90 million yuan the previous day, reflecting active market sentiment [1] Group 2 - On February 2, OpenAI launched a standalone application for its AI programming assistant Codex for Apple computers, now available to all ChatGPT users on the Apple platform, aiming to facilitate developers in managing multiple AI agents; this move is part of a broader explosive growth in the AI programming tools market [1] - According to Zhonghang Securities, the transition of large models into the era of intelligent agents is accelerating, with AI applications gaining traction alongside policy support, marking a shift from "content generation" to "process agency," thus synchronizing technological paradigm shifts with commercial value transformation [1][2]

Core Viewpoint - Cambricon is expected to achieve its first profitable year in 2025, but it may be experiencing a decline in quarterly revenue [1][3]. Group 1: Financial Performance - Cambricon forecasts revenue between 6 billion to 7 billion yuan for 2025, representing a year-on-year growth of 410.87% to 496.02%, with a net profit of 1.85 billion to 2.15 billion yuan, marking a turnaround from losses [3]. - In Q3 2025, Cambricon reported revenue of 1.727 billion yuan, a year-on-year increase of 1332.52%, and a net profit of 567 million yuan, also showing a positive shift [5]. - However, on a quarter-on-quarter basis, Q3 revenue declined by 2.4% and net profit decreased by 17% [5]. Group 2: Market Reactions and Comparisons - Following the earnings forecast announcement, Cambricon's stock price dropped significantly, falling over 13% and bringing its market capitalization below 460 billion yuan [1]. - Other domestic AI chip stocks also experienced declines, with stocks like Moer Technology and Muxi Shares dropping by over 4% and 5% respectively [6]. - Moer Technology and Muxi Shares have also released their 2025 earnings forecasts, with Moer expecting revenue between 1.45 billion to 1.52 billion yuan and Muxi expecting revenue between 1.6 billion to 1.7 billion yuan, both showing significant year-on-year growth but still reporting losses [6].

Market Overview - The A-share market experienced fluctuations, with the three major indices initially rising before turning negative, but ultimately closing in the green. The total trading volume in the Shanghai and Shenzhen markets reached 1.6 trillion yuan, a decrease of 40 billion yuan compared to the previous trading day, with over 4,400 stocks rising [1]. Sector Performance - The commercial aerospace sector showed strong performance, with stocks such as Hailanxin (300065) and Aerospace Development (000547) hitting the daily limit. Other stocks like Jili Suoju (002342) and Tongyu Communication (002792) also saw significant gains [3]. - The photovoltaic sector continued to strengthen, with stocks like Shuangliang Energy (600481) and Aotewi hitting the daily limit. The chemical sector also saw gains, with Hongbaoli (002165) achieving two consecutive limits and Wanfeng Shares (603172) achieving four consecutive limits [3]. - Conversely, gold-related stocks continued to decline, with companies like Sichuan Gold (001337) and Zhaojin Gold (000506) hitting the daily limit down [3]. Notable Stock Movements - The stock price of domestic AI chip leader Cambricon experienced a significant drop, falling nearly 13% to 1,082 yuan per share, with the company's market capitalization dropping to around 450 billion yuan [3]. - This price movement may be attributed to the company's 2025 earnings forecast, which indicated a slowdown in quarterly growth. The forecast for the fourth quarter's net profit was estimated to be between 245 million yuan and 545 million yuan, representing a decline of 3% to 56% compared to the previous quarter [5]. Hong Kong Market Trends - In the Hong Kong market, the Hang Seng Technology Index fell over 3%, with major stocks like Baidu, Tencent, Alibaba, Meituan, and JD.com all experiencing declines [5]. - Analysts suggest that the overall weak market environment and reduced risk appetite have contributed to the collective weakness of tech stocks. Tencent's stock price decline may also be linked to its suspension of share buybacks, which had previously supported its stock price [6].

针对市场关切，寒武纪方面公开回应称"暂不清楚股价大跌的具体原因"。此次大跌也拖累整个半导体板 块及科创50指数走弱。有分析认为，估值高企以及市场对AI芯片行业竞争加剧的担忧，或是导致资金 出逃的主因。（第一财经记者 魏中原） 2月3日早盘，寒武纪股价遭遇重挫，跌幅一度扩大至13.38%，截至午市收盘报1082.09元，跌12.88%， 单日市值蒸发近700亿元，创下自2025年9月4日（单日跌14.45%）以来的最大单日跌幅，也是2024年9 月24日以来第二大单日跌幅。这是该公司上市以来罕见的剧烈回调，当前股价较最高点累计回撤约32% ...

新浪科技讯 2月3日上午消息，寒武纪股价盘中大幅跳水，一度跌近14%，总市值回落到4500亿元左 右。 就公司股价大幅度下滑一事，寒武纪相关工作人员回应新浪科技称："不清楚股价波动原因，市场上很 多传闻也都是假的，请大家理性看待二级市场资金情绪的波动。" 责任编辑：宋雅芳 新浪科技讯 2月3日上午消息，寒武纪股价盘中大幅跳水，一度跌近14%，总市值回落到4500亿元左 右。 就公司股价大幅度下滑一事，寒武纪相关工作人员回应新浪科技称："不清楚股价波动原因，市场上很 多传闻也都是假的，请大家理性看待二级市场资金情绪的波动。" 责任编辑：宋雅芳 ...

2月3日，市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%。截 至午间收盘，沪指涨0.38%，深证成指涨0.93%，创业板指涨0.76%。沪深两市半日成交额1.6万亿，较上 个交易日缩量385亿。 那么，是什么原因导致A股指数宽幅巨震？大盘何时才能企稳？ 第一，从昨晚到今早，贵金属强劲反弹，美国杠杆借贷指数亦小幅企稳，虚拟货币亦有反弹。但值得注 意的是，这里是不是反转还难有定论，因此杠杆借贷指数反弹幅度微弱，虚拟币反弹也不多，比特币目 前仍维持在7.9万美元以下水平。这很难说，流动性的格局已经完全扭转。从地缘来看，中东的问题依 然存在变数。特朗普说，美国正与伊朗对话，"如果我们能达成某种协议，那就太好了。如果不能，可 能会出现不好的情况"。他再次对伊朗发出军事威胁，重复美国向伊朗派出"庞大"舰队、"规模甚至比在 委内瑞拉更大"等说辞。 据券商中国援引分析人士观点：从短期来看，一方面外围流动性持续衰减的势头暂时企稳，但地缘变数 仍在；另一方面，考虑到长假将至，内地去杠杆可能还会零星出现。因此，市场可能会偏震荡格局。具 体来看： 点评：国盛证券研报称，在全球太空能源需求爆发、中美供应 ...

今日，寒武纪（SH688256）股价盘中大幅跳水，一度跌近14%，总市值回落到4500亿元左右。就公司 股价跳水一事，记者以投资者身份致电寒武纪董秘办，接线工作人员表示："这个（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。" ...

2026.02. 03 本文字数：1235，阅读时长大约2分钟 沪深两市半日成交额1.6万亿，较上个交易日缩量385亿。全市场超4400只个股上涨。 10:45 恒生科技指数跌超3%，百度集团跌超6%，腾讯控股跌近6%，阿里巴巴跌逾4%。 10:31 国投白银LOF复牌触及跌停，目前溢价率为88.94%。 10:28 港股科网股短线跳水，快手-W跌超5%，腾讯控股跌超4%，阿里巴巴-W跌超2%。 10:18 科创50指数短线跳水转跌，此前涨近2%，寒武纪跌超8%，生益电子跌超3%，海光信息、中芯国际跟跌。 | 000688[科创50] 1449.40 -0.10% 1478 | 1.87% | 现价 | 1449.40 | | --- | --- | --- | --- | | | | 涨幅 | -0.10% (-1.50) | | 1469 W VIN | 1.25% | 金额 | 375.23亿 | | | | 成交量 | 4.88亿 | | 1460 | 0.62% | 开盘 | 1475.57 | | 1451 | 0.00% | 最高 | 1478.05 | | | | 最低 | 1448.35 | ...