2月3日早盘，寒武纪持续走低，截至11时20分，跌幅为13.86%，股价报1069.81元/股，总市4511亿元。此外，国产AI芯片板块多股走低，摩尔线程跌 4.91%，沐曦股份跌5.30%，海光信息跌2.56%。 上证报中国证券网讯（记者 王玉晴）2月3日早盘，寒武纪持续走低，截至11时20分，跌幅为13.86%，股价报1069.81元/股，总市4511亿元。此外，国产AI芯 片板块多股走低，摩尔线程跌4.91%，沐曦股份跌5.30%，海光信息跌2.56%。 K线 5日 ▽ 5 15 30 60 日 周 月 更多周期 ~ 走势叠加 ~ 竞价 ~ 到价提醒 大单格 ◁》 股东大会：于2026-02-06召开2026年第一次临时股东大会 摩尔线程-U 542.01 -4.91% 分时 均线 所属行业: 半导体 603.80 (2 595.35 586.90 578.45 570.00 561.55 V 553.10 544.65 536.20 252 |||||1 126 IIII III Hollillindo... Landmin | | MACD (12,26,9) DIF:-0.1257 ↑ DEA:- ...

今日社交平台，关于寒武纪2026年业绩指引的"小作文"流传。据每经报道，寒武纪回应，对于股价波动不清楚具体原因，市场很多传闻都是假的。希望大家 理性对待。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：磐石 作为A股科技股龙头的寒武纪，核心炒作逻辑主要围绕三大方面展开。首先是国产替代加速，在地缘政治因素影响下，国内云厂商和互联网大厂对自主可控 AI芯片（核心股）的需求快速增长，寒武纪作为国内AI芯片龙头直接受益。其次是大模型推理需求爆发，以DeepSeek等为代表的本土大模型快速发展，带 动了对高性能AI推理芯片的旺盛需求。第三是行业龙头地位，被称为"中国英伟达"的寒武纪在AI芯片架构设计和软硬件协同优化方面的技术积累逐步显现价 值。 1月31日寒武纪曾发布业绩预告，预计2025年全年营业收入60亿元至70亿元，同比增长410.87%至496.02%；预计扣除非经常性损益后的净利润盈利16亿元至 19亿元；预计归属于上市公司股东的净利润盈利18.5亿元至21.5亿元。公司称，受益于人工智能行业算力（核心股）需求的持续攀升，营业收入较上年同期 大幅增长，净利润实现扭亏为盈。此外，寒武纪定增申请获上交所 ...

Group 1 - The core viewpoint is that domestic AI chip companies, particularly Cambricon, experienced significant stock price declines, with Cambricon's market value falling below 460 billion yuan [1] - Cambricon's stock price dropped over 13%, closing at 1,083.34 yuan, reflecting a decrease of 12.77% [2] - Other AI chip companies also faced declines, with Moer Technology down over 5% to 542.50 yuan, Huagong Information down over 3% to 247.40 yuan, and Muxi Co., Ltd. down 6% to 501.18 yuan [1][2]

Group 1 - The core viewpoint of the news is that the global storage market is experiencing a significant price increase, particularly in DRAM and NAND flash memory, which have seen prices rise over 300% since Q3 2025, leading to strong performance among storage companies [1] - As of February 2, 2026, 41 storage concept companies reported earnings forecasts, with 16 companies expecting positive results, driven by the AI and computing industry growth, indicating a high prosperity cycle in the industry [1] - Guoyuan Securities predicts that the electronic industry will continue to experience an upward prosperity cycle led by AI in 2026, with semiconductor performance expected to outperform consumer electronics, particularly in the Asia-Pacific region [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the Sci-Tech Innovation Board chip index account for 59% of the index, including companies like Lanke Technology, Haiguang Information, and SMIC [2] - The Sci-Tech Chip ETF (588200) tracks the Sci-Tech Innovation Board chip index, providing a convenient tool for investing in the chip sector [3] - Investors without stock accounts can access investment opportunities in domestic chips through the Sci-Tech Chip ETF linked fund (017470) [4]

Group 1 - The core viewpoint of the article highlights a significant decline in the stock prices of domestic AI chip companies, with Cambricon's stock dropping over 13%, leading to a market capitalization below 460 billion yuan [1] - Other AI chip companies also experienced declines, with Moore Threads down over 5%, Haiguang Information down over 3%, and Muxi Co., Ltd. down 6% [1] Group 2 - Cambricon's stock price is reported at 1083.34 yuan, reflecting a decrease of 12.77% or a drop of 158.66 yuan [2] - Moore Threads' stock price is at 542.50 yuan, showing a decline of 4.82% or a decrease of 27.50 yuan [2] - Muxi Co., Ltd. has a stock price of 501.18 yuan, down 5.46% or 28.92 yuan [2] - Haiguang Information's stock price stands at 247.40 yuan, with a decrease of 1.94% or 4.90 yuan [2]

（文章来源：每日经济新闻） 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，《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 （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。" ...

Group 1 - The core rumor about a tax increase from 6% to 32% for the gaming industry is deemed unreliable, as the actual tax rates for major companies range from 15% to 25% [3][10] - The recent decline in Tencent's stock price, dropping 6% to 560, is attributed to market reactions to the tax rumors and other factors, leading to significant selling pressure from large investors [2][8] - The comparison of the gaming tax situation to the recent increase in value-added tax for telecommunications companies has contributed to market fears, although the gaming tax structure is more complex [3][10] Group 2 - The issuance of red envelopes by Yuanbao has been criticized in the tech community, with concerns that it disrupts users and questions Yuanbao's technical capabilities, but this should not justify a drop of over 5% in stock price [5][11] - There are concerns regarding capital expenditures, particularly in AI, with rumors suggesting a significant downward revision of revenue expectations for HWJ by 50-100%, indicating potential reductions in AI spending by major domestic companies [6][12]

每经北京2月3日电（记者可杨）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，《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（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。" ...

寒武纪今日盘中大幅跳水，截至发稿跌超13%，股价跌破1100元/股，总市值回落到5000亿元下方，成 交额超135亿元。 | 名称 | 最新 | 涨幅 ↑ | 涨跌 | | --- | --- | --- | --- | | 寒武纪-U | 1072.07 -13.68% - - 169.93 | | | | 688256 科创 | | | | | 沐曦股份-U 499.05 | | -5.86% | -31.05 | | 688802 科创 融 | | | | | 摩尔线程-U | 540.12 -5.24% | | -29.88 | | 688795 科分 | | | | 1月30日晚，寒武纪公布2025年年度业绩预告。公告显示，寒武纪预计2025年度实现营业收入60亿元至 70亿元，与上年同期相比将增加48.26亿元到58.26亿元，同比增长410.87%至496.02%；实现归母净利润 18.5亿元到21.5亿元，将实现同比扭亏为盈；实现归母扣非净利润16亿元到19亿元。 紧盯盘中热点轮动，捕捉板块异动信号，把脉主力资金动向。 | IN i | 44 11 | | | | --- | --- | -- ...

（文章来源：每日经济新闻） 每经AI快讯，2月3日，寒武纪股价跌幅扩大，现跌13.74%，报1071.32元。 ...