至9月2日收盘，寒武纪报收1480元/股，市值6191亿元；贵州茅台则以1491.30元/股、1.87万亿元总市 值，重回"A股第一股"的象征性位置。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 时行工作室 8月28日，一幕历史性的股价反超在A股市场上演——人工智能芯片龙头寒武纪，收盘价首度超越贵州 茅台，登顶"股王"宝座。然而仅数日后，伴随利空消息澄清与老牌权重股自购利好接连落地，市场再次 将王座交还茅台。 从7月10日的520.67元，到8月28日的1587.91元，寒武纪在短短一个半月时间里股价涨幅高达205%。 2025年上半年，寒武纪实现营业收入28.81亿元，同比暴增4347.82%；归母净利润10.38亿元，成功扭亏 为盈。中报显示，业绩的爆发式增长主要来自AI芯片市场需求的快速扩张，叠加高盛上调其目标价至 1835元/股，寒武纪以惊人的动能点燃了资本市场的想象力。 | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 | 上年同期 | 本报告期比上年 | | | (1-6 ...

Group 1 - The core point of the article highlights that Hanwha U has achieved a transaction volume of 15.053 billion yuan, exceeding 15 billion yuan, with the latest stock price increasing by 4.26% and a turnover rate of 2.41% [2] - The previous trading day's total transaction volume for the stock was 25.071 billion yuan [2]

Group 1 - The core point of the article is that Cambrian's transaction volume has exceeded 10 billion yuan, with a current increase of over 4% [2] Group 2 - The news highlights the significant trading activity of Cambrian, indicating strong market interest [2] - The increase in share price suggests positive investor sentiment towards Cambrian [2] - The transaction volume exceeding 10 billion yuan reflects robust trading dynamics in the market [2]

两融数据显示，该股最新融资余额为106.24亿元，近5日增加30.31亿元，增幅为39.91%。（数据宝） 9月1日寒武纪大宗交易一览 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | （元） | | | | | 1448.39 | 0.00 | 中国中金财富证券有限公 司福州五四路证券营业部 | 中国国际金融股份有限公司 北京建国门外大街证券营业 | | | | | 部 | | 成交量 （万 股） 0.20 | | | | | 成交金 额（万 元） 289.68 | | | | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 寒武纪9月1日大宗交易平台出现一笔成交，成交量0.20万股，成交金额289.68万元，大宗交易成交价为 1448.39元。该笔交易的买方营业部为中国中金财富证券有限公司福州五四路证券营业部，卖方营业部 为中国国际金融股份有限公司北京建国门外大街证券营业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为3518.24万元。 ...

Market Overview - On September 1, the A-share market experienced fluctuations, with the Shanghai Composite Index rising by 0.12%, the Shenzhen Component Index by 0.11%, and the ChiNext Index by 0.55% [1][2] - The total market turnover for the morning session was 1.85 trillion yuan, showing a slight decrease compared to the previous day, with over 3,100 stocks rising [2] Precious Metals Sector - The precious metals sector saw significant gains, with stocks related to gold, jewelry, cobalt, and minor metals becoming active [7] - Notable stocks such as Haixing Co., Jintong Co., and Shengda Resources reached their daily limit up, while Hunan Gold and Luoyang Molybdenum also saw increases [7] - The recent rise in international gold prices was attributed to the expectation of a Federal Reserve rate cut, which enhanced the appeal of precious metals as safe-haven assets amid geopolitical risks and trade tensions [8][9] Innovative Pharmaceuticals Sector - The pharmaceutical and biotechnology sector, particularly innovative drugs and CROs, showed strong performance, with stocks like Maiwei Biotech hitting the daily limit up [11][12] - Maiwei Biotech announced the approval of its two biosimilar products in Pakistan, marking a significant milestone for the company [16] - The recent adjustments to the national medical insurance catalog are expected to increase the value of innovative drugs, with a focus on new drugs and CAR-T products [17] Notable Stock Performances - In the precious metals sector, stocks such as Haixing Co. and Jintong Co. saw increases of around 10% [8] - In the innovative pharmaceuticals sector, Maiwei Biotech's stock rose by 20% to 57.60 yuan, with a trading volume of 24.39 million shares [13][14]

Group 1 - The company reported a revenue of 2.881 billion yuan for the first half of 2025, representing a year-on-year growth of 4,347.82% [1] - The net profit attributable to shareholders reached 1.038 billion yuan, with a net profit excluding non-recurring gains and losses of 913 million yuan, marking a significant turnaround in performance [1] - The company highlighted advancements in AI chip products and foundational software platforms, leading to large-scale deployments in key industries such as telecommunications, finance, and the internet [1] Group 2 - In the telecommunications sector, the company focuses on core applications, providing optimized computing solutions to maintain business scenario leadership and stability [2] - In the financial sector, the company deepens collaboration with banks, insurance companies, and fund companies, supporting traditional AI applications while advancing large model training and inference [2] - The company’s products are being applied on a large scale in core internet applications, showcasing industry-leading product capabilities [2] Group 3 - The company has launched a product system covering intelligent chips and boards, intelligent machines, processor IP, and software, catering to various AI computing needs across cloud, edge, and endpoint [3] - The intelligent chips and processors efficiently support diverse AI tasks, including large model training, visual processing, speech processing, natural language processing, and recommendation systems [3] - The company aims to leverage the strategic opportunity presented by the entry of AI technology into various industries, enhancing market expansion efforts to contribute to the high-quality development of China's AI industry [3]

Core Viewpoint - Alibaba Cloud has denied rumors regarding a large-scale GPU purchase from Cambricon, clarifying that the reported acquisition of 150,000 units is false [1] Group 1: Financial Performance - Alibaba's Q1 FY2026 financial report shows a 10% year-on-year revenue growth, with a net profit increase of 76% [3] - Cloud computing revenue reached 33.4 billion RMB, marking a 26% year-on-year growth, significantly up from the previous quarter's 18% growth [3] - AI-related product revenue has seen triple-digit year-on-year growth for eight consecutive quarters [3] Group 2: Strategic Investments - Alibaba plans to invest 380 billion RMB over the next three years in AI and cloud infrastructure, averaging over 120 billion RMB annually [3] - The company is developing a new AI chip aimed at filling the gap left by NVIDIA in the Chinese market, currently in the testing phase [3] Group 3: Market Reaction - Following the strong financial performance and AI chip news, Alibaba's stock surged nearly 13% in the US market on August 29 [3] - The stock price in Hong Kong rose by over 18% in early trading on the same day [3][4] Group 4: Industry Implications - The geopolitical disruptions affecting overseas chip supply have not deterred Alibaba's commitment to AI infrastructure investment, indicating a steady progress in the self-sufficiency of domestic AI chips [4] - Analysts recommend focusing on domestic cloud vendors benefiting from AI demand-driven capital expenditures, particularly in AIDC, server and network equipment, and upstream switching chip manufacturers [4]

Core Viewpoint - Alibaba Cloud has denied rumors regarding a large-scale purchase of GPUs from Cambricon, clarifying that while it supports domestic supply chains, the claim of acquiring 150,000 GPUs is false [1] Group 1: Financial Performance - Alibaba's Q1 FY2026 financial report shows a 10% year-over-year revenue growth, with net profit increasing by 76% [3] - Cloud computing revenue reached 33.4 billion RMB, marking a 26% year-over-year growth, significantly up from the previous quarter's 18% [3] - AI-related product revenue has seen triple-digit year-over-year growth for eight consecutive quarters [3] Group 2: Strategic Investments - Alibaba plans to invest 380 billion RMB over the next three years in AI and cloud infrastructure, averaging over 120 billion RMB annually, positioning itself among the top global tech companies in terms of investment [3] - The company is developing a new AI chip aimed at filling the gap left by NVIDIA in the Chinese market, currently in the testing phase [3] Group 3: Market Reaction - Following the strong financial performance and AI chip news, Alibaba's stock surged nearly 13% in the US market on August 29, with Hong Kong shares rising over 18% in early trading [4][5] - Cambricon's stock experienced significant volatility, with a notable drop of over 8% after a previous surge [1][4]

每经AI快讯，9月1日，寒武纪-U成交额达100亿元，现跌7.67%。 ...

每经AI快讯，9月1日，寒武纪短线走低跌幅扩大至近7%，股价跌破1400元。 （文章来源：每日经济新闻） ...