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寒武纪股价跌5.15%,兴证资管旗下1只基金重仓,持有3.06万股浮亏损失220.45万元
Xin Lang Cai Jing· 2025-09-23 03:28
Group 1 - The core viewpoint of the news is that Cambrian Technology Co., Ltd. experienced a decline in stock price, with a drop of 5.15% to 1326.06 CNY per share, and a total market capitalization of 554.76 billion CNY [1] - Cambrian's main business involves the research, design, and sales of artificial intelligence core chips for various cloud servers, edge computing devices, and terminal equipment, with 99.62% of its revenue coming from cloud products [1] - The company was founded on March 15, 2016, and went public on July 20, 2020, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, one fund under Xingzheng Asset Management has a significant position in Cambrian, holding 30,600 shares, which accounts for 5.14% of the fund's net value [2] - The fund, named Xingzheng Asset Management Jin Qilin Leading Advantage One-Year Holding Period Mixed C, has a total scale of 30.67 million CNY and has achieved a return of 65.86% since its inception [2] - The fund manager, Zheng Fangbiao, has been in position for 177 days, with the best and worst fund returns during his tenure being 66.24% and 66.23%, respectively [2]
寒武纪股价涨5.02%,博道基金旗下1只基金重仓,持有5.33万股浮盈赚取361.36万元
Xin Lang Cai Jing· 2025-09-22 06:14
责任编辑:小浪快报 博道上证科创板综合指数增强A(023901)成立日期2025年4月29日,最新规模9724.32万。成立以来收 益37.66%。 博道上证科创板综合指数增强A(023901)基金经理为杨梦。 截至发稿,杨梦累计任职时间7年46天,现任基金资产总规模126.91亿元,任职期间最佳基金回报 169.53%, 任职期间最差基金回报-27.34%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 9月22日,寒武纪涨5.02%,截至发稿,报1417.00元/股,成交159.14亿元,换手率2.77%,总市值 5928.02亿元。 资料显示,中科寒武纪科技股份有限公司位于北京市海淀区知春路7号致真大厦D座5层、11-13层、16 层,成立日期2016年3月15日,上市日期2020年7月20日,公司主营业务涉及各类云服务器、边缘计算设 备、终端设备中人工智能核心芯片的研发、设计和销售。主营业务收入构成为:云端产品线99.62%, 其他(补充)0.32%,边缘产品线 ...
寒武纪涨2.05%,成交额82.69亿元,主力资金净流入3878.34万元
Xin Lang Cai Jing· 2025-09-22 03:16
Core Viewpoint - The stock of Cambricon Technologies Co., Ltd. has shown significant volatility, with a year-to-date increase of 109.26% but a recent decline over the past five days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Company Overview - Cambricon Technologies, established on March 15, 2016, and listed on July 20, 2020, specializes in the research, design, and sales of AI core chips for various cloud servers, edge computing devices, and terminal equipment [2]. - The company's revenue composition is heavily weighted towards cloud products, accounting for 99.62% of total revenue, with minimal contributions from other segments [2]. Financial Performance - For the first half of 2025, Cambricon reported a revenue of 2.881 billion yuan, reflecting a staggering year-on-year growth of 4347.82%, and a net profit attributable to shareholders of 1.038 billion yuan, up 295.82% year-on-year [2]. Stock Performance and Trading Activity - As of September 22, the stock price reached 1376.93 yuan per share, with a market capitalization of 576.039 billion yuan. The trading volume was 8.269 billion yuan, with a turnover rate of 1.47% [1]. - The stock has experienced a net inflow of 38.783 million yuan from major funds, with significant buying and selling activity noted in the past trading sessions [1]. Shareholder Composition - As of June 30, 2025, the top ten circulating shareholders include notable entities such as Hong Kong Central Clearing Limited and various ETFs, indicating a diversified shareholder base [3].
寒武纪股价跌5.02%,诺德基金旗下1只基金重仓,持有1.9万股浮亏损失135.37万元
Xin Lang Cai Jing· 2025-09-19 06:42
9月19日,寒武纪跌5.02%,截至发稿,报1349.65元/股,成交150.73亿元,换手率2.61%,总市值 5646.26亿元。 资料显示,中科寒武纪科技股份有限公司位于北京市海淀区知春路7号致真大厦D座5层、11-13层、16 层,成立日期2016年3月15日,上市日期2020年7月20日,公司主营业务涉及各类云服务器、边缘计算设 备、终端设备中人工智能核心芯片的研发、设计和销售。主营业务收入构成为:云端产品线99.62%, 其他(补充)0.32%,边缘产品线0.05%,IP授权及软件0.00%。 截至发稿,潘永昌累计任职时间6年27天,现任基金资产总规模3.49亿元,任职期间最佳基金回报 70.04%, 任职期间最差基金回报1.45%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 数据显示,诺德基金旗下1只基金重仓寒武纪。诺德研发创新100(007737)二季度持有股数1.9万股, 占基金净值比例为3.27%,位居第六大重仓股。根据测算,今日浮亏损失约135 ...
寒武纪股价涨5.16%,东海基金旗下1只基金重仓,持有800股浮盈赚取5.95万元
Xin Lang Cai Jing· 2025-09-18 03:09
东海数字经济混合发起式A(018886)基金经理为张立新。 截至发稿,张立新累计任职时间3年14天,现任基金资产总规模5035.44万元,任职期间最佳基金回报 23.24%, 任职期间最差基金回报-41.89%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 9月18日,寒武纪涨5.16%,截至发稿,报1516.38元/股,成交121.04亿元,换手率1.93%,总市值 6343.78亿元。 资料显示,中科寒武纪科技股份有限公司位于北京市海淀区知春路7号致真大厦D座5层、11-13层、16 层,成立日期2016年3月15日,上市日期2020年7月20日,公司主营业务涉及各类云服务器、边缘计算设 备、终端设备中人工智能核心芯片的研发、设计和销售。主营业务收入构成为:云端产品线99.62%, 其他(补充)0.32%,边缘产品线0.05%,IP授权及软件0.00%。 从基金十大重仓股角度 数据显示,东海基金旗下1只基金重仓寒武纪。东海数字经济混合发起式A( ...
寒武纪涨2.07%,成交额50.98亿元,主力资金净流入1402.36万元
Xin Lang Zheng Quan· 2025-09-17 02:03
Group 1 - The core viewpoint of the news highlights the significant stock performance and trading activity of Cambrian Technology, with a notable increase in share price and trading volume [1][2]. - Cambrian Technology's stock price increased by 123.40% year-to-date, with a 15.47% rise in the last five trading days and a 140.54% increase over the last 60 days [1]. - The company has been actively featured on the trading leaderboard, with the most recent appearance on August 22, where it recorded a net buy of -678 million yuan [1]. Group 2 - Cambrian Technology, established on March 15, 2016, and listed on July 20, 2020, specializes in the research, design, and sales of AI core chips for various computing devices [2]. - The company's main revenue source is from cloud products, accounting for 99.62% of total revenue, with a reported revenue of 28.81 billion yuan for the first half of 2025, reflecting a year-on-year growth of 4347.82% [2]. - As of June 30, 2025, the number of shareholders increased by 16.01% to 40,800, with an average of 10,244 shares held per shareholder, a decrease of 13.80% [2]. Group 3 - As of June 30, 2025, the top ten circulating shareholders of Cambrian Technology include significant institutional investors, with Hong Kong Central Clearing Limited holding 15.704 million shares, an increase of 278,700 shares [3]. - Other notable shareholders include various ETFs, such as Huaxia SSE STAR 50 ETF and E Fund SSE STAR 50 ETF, which have also increased their holdings [3]. - Huaxia National Semiconductor Chip ETF exited the top ten circulating shareholders list [3].
“80后牛散”与“85后芯片新贵”结盟,11连板“妖股”天普股份换老板
3 6 Ke· 2025-09-16 23:48
自从原老板"汽车零部件大佬"尤建义宣布卖壳给"85后芯片新贵"——中昊芯英的杨龚轶凡,天普股份的股价坐上了火箭,一飞冲天,走出11个涨停板 的"大牛股"走势,更是在一周之内连收了上交所两张《监管工作函》。 8月22日,天普股份第一次复牌当日涨停,上交所就下发了《监管工作函》,要求公司说明控制权转让涉及的收购方资金来源、内幕信息管控等。8月28 日,天普股份再次收到上交所下发的监管工作函。对近期股价波动有关事项向公司及相关方明确监管要求。 诡异的是,天普股份在消息宣布停牌前一个月股价涨幅高达37%,且上市公司艾布鲁(301259.SZ)在天普股份停牌当天的8月15日,宣布和私募基金重庆 涌瑞对杨龚轶凡麾下的中昊芯英增资。这些情况引发了投资者在股吧、雪球等投资者社区对于内幕信息提前泄露的质疑。 不过,随后天普股份发公告称,经公司自查并向控股股东、实际控制人书面发函查证,确认不存在应披露而未披露的重大事项或重要信息。9月16日,公 司在《回复公告》中重申,本次控制权变更事项不存在内幕信息提前泄露的情形。 图源:罐头图库 11连板"妖股"天普股份(605255.SH)在9月11日停牌核查后,终于在9月16日连发了6大 ...
寒武纪股价涨5.14%,国联基金旗下1只基金重仓,持有6000股浮盈赚取44.42万元
Xin Lang Cai Jing· 2025-09-16 06:08
从基金十大重仓股角度 数据显示,国联基金旗下1只基金重仓寒武纪。国联上证科创板综合指数增强A(023911)二季度持有 股数6000股,占基金净值比例为0.7%,位居第二大重仓股。根据测算,今日浮盈赚取约44.42万元。 国联上证科创板综合指数增强A(023911)成立日期2025年6月4日,最新规模4.3亿。成立以来收益 28.26%。 国联上证科创板综合指数增强A(023911)基金经理为王喆、黄磊鑫。 9月16日,寒武纪涨5.14%,截至发稿,报1514.04元/股,成交150.61亿元,换手率2.44%,总市值 6333.99亿元。 截至发稿,王喆累计任职时间6年307天,现任基金资产总规模27.9亿元,任职期间最佳基金回报 106.32%, 任职期间最差基金回报-9.24%。 资料显示,中科寒武纪科技股份有限公司位于北京市海淀区知春路7号致真大厦D座5层、11-13层、16 层,成立日期2016年3月15日,上市日期2020年7月20日,公司主营业务涉及各类云服务器、边缘计算设 备、终端设备中人工智能核心芯片的研发、设计和销售。主营业务收入构成为:云端产品线99.62%, 其他(补充)0.32%,边 ...
寒武纪股价涨5.18%,德邦基金旗下1只基金重仓,持有17万股浮盈赚取1122万元
Xin Lang Cai Jing· 2025-09-11 10:14
9月11日,寒武纪涨5.18%,截至发稿,报1339.00元/股,成交120.48亿元,换手率2.18%,总市值 5601.71亿元。 资料显示,中科寒武纪科技股份有限公司位于北京市海淀区知春路7号致真大厦D座5层、11-13层、16 层,成立日期2016年3月15日,上市日期2020年7月20日,公司主营业务涉及各类云服务器、边缘计算设 备、终端设备中人工智能核心芯片的研发、设计和销售。主营业务收入构成为:云端产品线99.62%, 其他(补充)0.32%,边缘产品线0.05%,IP授权及软件0.00%。 从基金十大重仓股角度 截至发稿,雷涛累计任职时间3年259天,现任基金资产总规模36.89亿元,任职期间最佳基金回报 199.87%, 任职期间最差基金回报-33.56%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,德邦基金旗下1只基金重仓寒武纪。德邦半导体产业混合发起式A(014319)二季度减持7.38 万股,持有股数17万股,占 ...
寒武纪股价跌5.41%,同泰基金旗下1只基金重仓,持有1.2万股浮亏损失95.87万元
Xin Lang Cai Jing· 2025-09-03 02:42
Core Viewpoint - The stock of Cambricon Technologies Co., Ltd. experienced a decline of 5.41% on September 3, closing at 1400.00 CNY per share, with a trading volume of 6.531 billion CNY and a turnover rate of 1.11%, resulting in a total market capitalization of 585.69 billion CNY [1] Company Overview - Cambricon Technologies, established on March 15, 2016, and listed on July 20, 2020, is located in Haidian District, Beijing. The company specializes in the research, design, and sales of artificial intelligence core chips used in various cloud servers, edge computing devices, and terminal equipment [1] - The revenue composition of the company is as follows: cloud products account for 99.30%, edge products for 0.56%, other sources for 0.10%, and IP licensing and software for 0.04% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Tongtai Fund has a significant position in Cambricon. The Tongtai Digital Economy Stock A Fund (012696) reduced its holdings by 1,892 shares in the second quarter, now holding 12,000 shares, which represents 4.78% of the fund's net value, ranking as the seventh largest holding [2] - The fund has a current scale of 63.75 million CNY and has achieved a year-to-date return of 66.29%, ranking 97 out of 4,222 in its category. Over the past year, it has returned 118.28%, ranking 122 out of 3,783 [2] Fund Manager Information - The fund manager of Tongtai Digital Economy Stock A is Chen Zongchao, who has been in the position for 4 years and 40 days. The total asset size of the fund is 315 million CNY, with the best return during his tenure being 12.58% and the worst being -24.95% [3]