据"华为计算"微信公众号29日消息，昇腾已快速基于vLLM/SGLang等推理框架完成适配部署，实现 DeepSeek-V3.2-Exp 0day支持，并面向开发者开源所有推理代码和算子实现。 寒武纪29日表示，已同步实现对深度求索公司最新模型DeepSeek-V3.2-Exp的适配。依托DeepSeek Sparse Attention机制，叠加寒武纪的极致计算效率，可大幅降低长序列场景下的训推成本。 9月29日，DeepSeek-V3.2-Exp模型正式发布并开源。模型引入稀疏Attention架构，据称能够有效降低计 算资源消耗并提升模型推理效率。此外，DeepSeek还大幅下调了API价格，降价幅度超过50%。 随后，华为昇腾、寒武纪、海光信息同步宣布完成适配。 30日上午，海光信息在官方微信公众号宣布，其DCU实现对DeepSeek-V3.2-Exp的无缝适配+深度调优， DeepSeek-V3.2-Exp在海光DCU上展现出优异的性能，同时验证海光DCU高通用性、高生态兼容度及自 主可控的技术优势。 受此消息提振，9月30日，市场早盘震荡拉升，科创50指数表现强势，其中AI芯片、华为昇腾概念表现 ...

Core Viewpoint - The company Daoshi Technology (300409.SZ) indicates that its investee company Chip-Peison's APU chips and Cambricon's chips have overlapping applications in the field of scientific computing [1] Group 1: Company Insights - Daoshi Technology's investee company Chip-Peison focuses on APU chips and servers that accelerate atomic-level scientific computing [1] - Cambricon's chip products are utilized in the Nanjing Intelligent Computing Center, covering various applications including scientific computing [1]

[胡瓜]A股市场从未如此疯狂，名为寒武纪的公司股价一度冲上1464.98元，直接把股王贵州茅台拉下神坛，公司市值更是个天文数 字。 公司的掌门人陈天石，一个刚满40岁的男人，身家也跟着水涨船高，胡润榜上记了870亿，市场更激进的估算则达到了惊人的1500 亿。 媒体给他戴上了"AI芯片少帅"、"南昌首富"的帽子。可他自己却摆摆手说自己不过是个"普通科研人员"他说人生是长跑，勤奋比天赋 重要。 谁能想到这个今天搅动风云的男人，当年曾是个沉迷游戏、差点挂科的"学渣"？他又是如何带领一家被巨头抛弃、被强权封锁的公司 成为今天的焦点？ 本文陈述所有内容皆有可靠信息来源赘述在文章结尾 天生反骨的选择 陈天石的骨子里就刻着不走寻常路的基因，他出生在江西南昌一个知识分子家庭，父亲是电力研究所的工程师，母亲是中学历史老 师，家里对孩子的教育理念叫放水养鱼。 在这种环境下哥哥陈云霁的天赋被彻底释放，他从小就是个数学神童，小学就能解二元一次方程，14岁就考进了中科大少年班，是别 人家的孩子。 而弟弟陈天石的聪明全用在调皮捣蛋和电子游戏上，虽然他考上南昌二中，后来也进了中科大少年班，但这背后的动力却是"大学没 人管你打游戏"，这下 ...

9月18日下午，寒武纪-U成交额达200亿元，现跌1.04%。 ...

Summary of Unisplendour Corporation's Conference Call Company Overview - **Company**: Unisplendour Corporation (紫光股份) - **Industry**: AI Servers, Data Center Switches, and Domestic Chip Manufacturing Key Points AI Server and White Box Server Performance - AI server revenue reached 6 billion yuan in the first half of 2025, while white box server revenue exceeded 10 billion yuan, showing significant growth compared to the previous year [2][4] - Despite a low gross margin of 6-7% for white box servers, overall revenue growth led to a substantial increase in gross profit, reflecting the rapid development of the domestic AI industry [2][4] Switch Business Growth - The switch business grew over 20% in the first half of 2025, with data center switches accounting for over 50% of total sales, up from 40% the previous year [5] - High-speed switches (400G/800G) are expected to double, currently representing over 25% of the switch business [5] Product Development and Innovations - Unisplendour launched a 64-card single cabinet self-developed brand, targeting major internet companies, with mass production expected in Q4 2025 [6] - Plans for liquid-cooled servers are set to enter a high-growth phase in 2026, with active expansion at the Zhejiang factory and increased outsourcing demand [6] Domestic Chip Utilization - The company is increasingly using domestic chips such as Kunlun, Cambricon, and Pingtouge, while the proportion of imported GPU cards is declining [7][8] - Domestic switching chips, like those from Shengke Communication, have entered commercialization, with an increasing share in high-end models [9] Financial Performance and Projections - In the first half of 2025, overall performance exceeded market expectations, with a growth rate of over 25% in revenue and core profit [3] - The subsidiary, H3C, showed remarkable performance with over 40% revenue growth, contributing approximately 70% to Unisplendour's total revenue [3] Market Outlook - The domestic market for AI computing cards is projected to see a significant increase, with expected shipments surpassing 5 million units in 2026 due to import restrictions [12] - The overall growth rate for the company is anticipated to be better in the second half of 2025, driven by increased procurement from operators and internet companies [11] Valuation and Investment Recommendations - Unisplendour's current valuation is considered advantageous, with significant potential for upward adjustment in earnings quality and valuation as server and switch businesses improve [13] - Companies like Shengke Communication and Filin Kosi are recommended for attention due to their growth potential alongside Unisplendour [14] Traditional Suppliers - Traditional suppliers like ZTE are also expected to perform well in the switch market, with positive changes in revenue and profit growth driven by AI business [15]

Summary of Key Points Core Viewpoint - On September 4, 2023, a block trade of 3,000 shares of Cambrian was executed, amounting to 3.606 million yuan, which represented 0.01% of the total trading volume for the day, with the transaction price remaining stable at 1,202 yuan, equal to the market closing price [1][2]. Trading Details - **Trading Date**: September 4, 2023 [2] - **Company**: Cambrian [2] - **Stock Code**: 688256 [2] - **Transaction Price**: 1,202 yuan [2] - **Transaction Amount**: 3.606 million yuan [2] - **Weekly Trading Volume**: 0.3 [2] - **Buying Brokerage**: CITIC Securities Co., Ltd. [2] - **Selling Brokerage**: China International Capital Corporation Limited, Beijing Jianguo [2] - **Special Trading**: Yes [2]

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]

Core Viewpoint - The rise of Cambrian's stock price, surpassing Kweichow Moutai, reflects a significant shift in the market, indicating a growing recognition of domestic AI chip manufacturers and their potential impact on the high-tech sector in China [3][4]. Company Performance - Cambrian's half-year report revealed a staggering revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a turnaround from a net loss of 530 million yuan in the same period last year [4]. - The company's cash flow from operating activities reached 911 million yuan, compared to a negative 631 million yuan in the previous year [4]. Market Position - Cambrian's latest chip, the Siyuan 690, reportedly matches the performance of NVIDIA's H100 and surpasses the Chinese version H20, leading to its nickname as "Little NVIDIA" [6]. - Cambrian's stock price surged over 100% in August alone, with a cumulative increase of over 2800% in 2023, reaching a closing price of 1587.91 yuan per share [6][4]. Investor Sentiment - International investment bank Goldman Sachs set a target price of 1835 yuan per share for Cambrian, further fueling investor enthusiasm [6]. - Despite the stock price surge, there are concerns about whether Cambrian's products can compete effectively with NVIDIA's offerings, which could impact future stock performance [9][10]. Product Development - The focus for Cambrian should be on the quality and competitiveness of its AI chips, as the stock price is heavily reliant on product performance rather than mere market speculation [9]. - Acceptance of Cambrian's chips by users is crucial, as there exists a preference for foreign products among Chinese enterprises, which could hinder the adoption of domestic alternatives [10]. Future Outlook - If Cambrian can maintain its technological advancements and gain market acceptance, its stock price could potentially reach unprecedented levels, possibly exceeding 3500 yuan per share [12].

Group 1 - Guizhou Moutai's stock price has surpassed Cambricon Technologies, reclaiming its position as the highest-priced stock in the A-share market [1] - Cambricon Technologies' stock has dropped over 7%, with a total market capitalization of 581.5 billion yuan [1] - Guizhou Moutai's stock decreased by 0.48%, with a total market capitalization of 1.84 trillion yuan [1] Group 2 - As of 09:51, Cambricon Technologies' stock price fell further, with a decline of nearly 7%, dropping below 1,400 yuan [2] - Current stock prices are Guizhou Moutai at 1,472.90 yuan and Cambricon Technologies at 1,375.97 yuan [2]

Group 1 - Guizhou Moutai's stock price has surpassed Cambricon, reclaiming its position as the highest-priced stock in the A-share market [1] - Cambricon's stock has dropped over 7%, currently priced at 1382 yuan, with a total market capitalization of 578 billion yuan [1][2] - Guizhou Moutai's stock is down 0.47%, priced at 1473.10 yuan, with a total market capitalization of 1.84 trillion yuan [2] Group 2 - Year-to-date, Guizhou Moutai has seen a decline of 1.56% in its stock price [2] - In contrast, Cambricon has experienced a significant increase of 110.03% year-to-date [2]