更值得关注的是，据上海证券报，9月11日晚，芯原股份拟通过发行股份及支付现金的方式，收购国内领先的RISC-V IP供应商芯来科技的 97.0070%股权，完成后芯来科技将成为其全资子公司。此次收购旨在弥补芯原股份在CPU IP领域的重要空白，构建更完善的全栈式异构计算IP平 台，并进一步提升其AI ASIC业务的设计灵活性和市场竞争力。 高盛采用2029年46倍P/E折现法对芯原进行估值，目标价上调至220元，较当前股价有近20%上行空间。高盛同时上调了芯原股份2027至2030年净 利润预测，增幅最高达7%。不过，受研发投入增加影响，2025年盈亏预期由此前的1.39亿元净利润下调至1800万元净亏损。但即便如此，公司长 远扩展核心得到看好，2026-2030年期间利润复合增长率或维持高位。 | 最低:165.00 | 昨收:153.00 | | --- | --- | | 换手:7.89% | 盘后量: 200 | | 振幅: 12.16% | 盘后额:3.67万 | | 市盈率(动)：亏损 | 市盈率(TTM): 亏 | | 市盈率(静): 亏损 | 市净率:26.07 | | 52周最高: 183. ...

Group 1 - Beijing Rongxin Zhiyuan Technology Co., Ltd. has announced the establishment of a RISC-V domestic intelligent computing architecture innovation professional group in collaboration with the RISC-V Alliance [1] - Rongxin Zhiyuan has launched five new intelligent computing products based on AGC architecture, becoming the first company globally to fully adapt to DeepSeek models across various sizes [1] - The CTO of Rongxin Zhiyuan emphasized the importance of innovation at the architecture level to overcome the "impossible triangle" of cost, efficiency, and flexibility, enhancing GPU performance while maintaining cost advantages [1] Group 2 - The RISC-V Alliance Secretary-General expressed three expectations for the professional group: to adhere to open-source principles, focus on domestic intelligent computing, and unite industry forces to build a prosperous RISC-V ecosystem [2] - The professional group aims to conduct research on China's intelligent computing technology system, promoting innovation and collaboration while developing technical standards and regulations [2] - The group is committed to enhancing the overall capability of the domestic intelligent computing ecosystem and fostering the growth of domestic intelligent computing technology and industry [2]