Core Viewpoint - Guizhou Moutai's stock price is recovering, nearing the title of "stock king," while its competitor, Cambricon Technologies, faces significant stock price volatility and risks [1][2]. Group 1: Guizhou Moutai - On August 29, Guizhou Moutai's stock closed at 1480 CNY per share, with a market capitalization of 1.86 trillion CNY, reflecting a 2.34% increase [1]. - The company completed its share repurchase plan, buying back 3.9276 million shares for 6 billion CNY, which is 0.3127% of its total share capital [1]. - The repurchase plan, announced in September 2024, aims to buy back between 3 billion CNY and 6 billion CNY of shares to reduce registered capital [1]. - Guizhou Moutai's revenue for the first half of 2025 was 89.389 billion CNY, a 9.1% year-on-year increase, with a net profit of 45.403 billion CNY, up 8.89% [4]. - The company has a plan to increase its dividend payout and is drafting a new share repurchase scheme [5]. Group 2: Cambricon Technologies - Cambricon Technologies' stock price closed at 1492.49 CNY, having dropped over 6% on the same day, raising concerns about its ability to maintain its "stock king" status [1][2]. - The company announced an expected revenue range of 5 billion to 7 billion CNY for the full year 2025, with a projected revenue of 2.819 billion CNY for the second half of the year, indicating potential negative growth compared to the first half [3]. - Cambricon's stock has seen a significant increase of 133.86% since July 28, leading to warnings about potential risks due to disconnection from its fundamental performance [2][3]. - Goldman Sachs raised Cambricon's target price to 1835 CNY, reflecting increased expectations for AI chip shipments [4].

尽管受到尾盘市场跳水的影响，寒武纪涨幅从10%收窄至3.24%，股价回落至1372.1元，贵州茅台收盘 价为1448元。但是寒武纪全天成交额250亿元，换手率维持在4.28%的高位，在政策助推之下，市场资 金对寒王的追捧热度不减。 智通财经8月28日讯(记者 闫军)"茅台魔咒"再次上演。 8月27日盘中，出现标志性一幕，下午13:38，寒武纪股价最高触及1464.98元，超越贵州茅台(同一时间 股价为1460.94元)，短暂成为A股"新股王"。 A股历史上，包括中国船舶、全通教育、长春高新等不少个股挑战过贵州茅台"股王"位置，中国移动也 曾短暂超越过茅台股价，但最终都未能撼动茅台的地位。 第三，政策助推。消息面上，国务院日前印发《关于深入实施"人工智能+"行动的意见》提出"人工智能 +"路线图，披露了三个重要时间节点： 到2027年，率先实现人工智能与6大重点领域广泛深度融合，新一代智能终端、智能体等应用普及率超 70%； 到2030年，新一代智能终端、智能体等应用普及率超90%； 到2035年，我国全面步入智能经济 和智能社会发展新阶段，为基本实现社会主义现代化提供有力支撑。 茅台魔咒再次应验，作为科技先锋 ...