其早盘开盘后跳水，截至午间收盘，股价下跌12.88%至1082.09元/股，创出近半年新低，总市值相较前一 交易日减少675亿元，跌至4563亿元。 受此影响，其他国产AI芯片股也同步走低，沐曦股份-U（688802.SH）午盘收跌5.11%至502.99元/股、摩 尔线程-U（688256.SH）下跌4.7%至543.19元/股、海光信息下跌2.33%至246.41元/股。港股市场上，其他 两家国产GPU（图形处理器）企业则涨跌不一，天数智芯（9903.HK）下跌0.81%至171.4港元/股、壁仞科 技则上涨0.3%至32.9港元/股。 01 2月3日，国产AI（人工智能）芯片龙头股寒武纪-U（688256.SH）股价出现大幅震荡。 消息面上，当日市场上一则传闻对寒武纪股价形成扰动，其大致内容为：寒武纪最近组织了一场小范围 交流，据传公司给出2026年营收指引为200亿元，低于市场预期的500亿元-600亿元。 此前寒武纪董秘办回复投资者热线时，接线工作人员表示："这个（股价波动原因）我们不太清楚，首先 市场上很多的传闻，肯定都是假的，然后二级市场资金、情绪的波动还是比较多的，大家理性对待。" 午间收盘后 ...

2月3日，寒武纪发布声明称，网络传播的关于其近期组织小范围交流等信息为不实信息，"公司近期从 未组织任何小范围交流，没有出具过任何年度、季度营业收入指引数据，相关信息请以公司公开披露的 信息为准。公司目前研发进展顺利，经营稳步推进。"近日，有市场传闻称，寒武纪小范围交流给出 2026年营收200亿元的估计，远低于市场300亿元~500亿元的预期。 2月3日午间，寒武纪股价盘中大幅跳水，一度跌近14%，截至午间收盘，报1082.09元/股，跌幅达 12.88%，市值蒸发近700亿元，创下自2025年9月4日以来的最大单日跌幅。不过，在辟谣公告发布后， 其当日下午股价有所回升，截至收盘，寒武纪股价报1128元/股，跌幅为9.18%，总市值为4756.6亿元。 | 寒武纪-U 000 | | | --- | --- | | 688256 割 融 沪股通 刷 | | | 1128.00 = 1257.78 市值 475.6亿 单比 | 3.38 | | 1063.00 流通 4719.0亿 换 | 5.41% | | -114.00 -9.18% 开 1255.00 市盈 TM 253.44 额 256.23亿 | ...

Group 1 - The core viewpoint of the article highlights significant advancements in various technology sectors, including laser communication, semiconductor production, commercial aerospace, battery supply contracts, and LNG transportation [2][3][5]. Group 2 - China's space-ground laser communication has achieved a new milestone with a communication speed of 120 Gbps, marking a significant improvement from previous benchmarks of 10 Gbps in 2023 and 60 Gbps in 2025 [2]. - The shipment of the PPU chip by Alibaba's subsidiary, PingTouGe, has reached several hundred thousand units, surpassing the output of Cambricon, positioning it as a leader among domestic GPU manufacturers [2]. - The first commercial aerospace industry park in Shenzhen has been inaugurated, with the company Galactic Glory focusing on the research, manufacturing, and launch services of rockets and related products [2]. - Samsung SDI's U.S. subsidiary has secured a battery supply contract, likely related to Tesla's energy storage systems, although specific details remain confidential [2]. - The delivery of the "Tianshan" LNG carrier, featuring advanced dual-fuel propulsion technology, has been completed, with significant reductions in carbon emissions compared to traditional fuel systems [2].

#平头哥芯片去年出货量数十万片# 【平头哥PPU芯片2025年出货量达数十万片 超过寒武纪】@科创板 日报 记者从接近阿里人士处获悉，平头哥真武PPU芯片出货量已达数十万片，超过寒武纪，在国产 GPU厂商中领先。截至发稿，记者未能从寒武纪获得进一步确认。（泽塔）#平头哥芯片去年出货量超 寒武纪# ...

Market Overview - The Shanghai Composite Index fell by 0.96% to 4117.95 points, while the Shenzhen Component Index decreased by 0.66% to 14205.89 points. In contrast, the ChiNext Index rose by 1.27% to 3346.36 points [3] - The total market turnover was approximately 2.8 trillion yuan, a decrease of nearly 400 billion yuan compared to the previous trading day, with more stocks declining than rising [1] Sector Performance - The agriculture sector, including grain planting and soybean concepts, led the market gains, with stocks like Denghai Seeds and Nongfa Seed reaching their daily limit [1] - CPO and other computing power hardware stocks showed strong performance, with Tianfu Communication rising over 10% to reach a historical high [2] - Conversely, gold, silver, and non-ferrous metal concepts experienced significant declines, with major companies like Zijin Mining hitting a low of 39.12 yuan, just one penny away from the limit down price [2] Investment Trends - Major funds focused on sectors such as communication equipment, agriculture, and white goods, with net inflows into stocks like Tianfu Communication and Aerospace Development [4] - Analysts suggest that the upcoming earnings reports will be a key focus for the market, with expectations of a recovery in corporate profits, particularly in sectors like computing power, lithium batteries, and energy storage [8] Policy and Economic Outlook - The National Energy Administration announced plans to promote hydrogen energy as a key component of the future energy system, which is expected to drive innovation and expand domestic demand [5] - The China Construction Bank has raised the minimum amount for personal gold accumulation plans to 1500 yuan, effective from February 2, 2026 [6] Market Sentiment - Recent announcements from major tech companies like Meta and Microsoft have alleviated previous market concerns, contributing to a more positive sentiment [2] - Analysts from Guosen Securities predict that the market will focus on performance metrics as the annual earnings reporting season approaches, with a potential for significant returns from companies with strong fundamentals [8]

一、【早盘盘面回顾】 智通财经1月30日讯，三大指数涨跌不一，沪指4100点失而复得，创业板指探底回升上演"深V"，此前 一度跌超1%。沪深两市半日成交额1.93万亿，较上个交易日缩量836亿。盘面上热点快速轮动，全市场 超3800只个股下跌。从板块来看，算力硬件概念逆势爆发，天孚通信涨超10%、长飞光纤涨停，均创历 史新高。影视板块表现活跃，横店影视2连板。农业概念反复活跃，农发种业3天2板。下跌方面，有色 金属板块集体大跌，贵金属方向领跌，晓程科技、赤峰黄金等多股跌停。锂矿概念大跌，金圆股份跌 停。截至收盘，沪指跌1.19%，深成指跌0.96%，创业板指涨0.8%。 个股来看，今日早盘涨停数量为24家（不包括ST及未开板新股），炸板率为48%，连板股数量为5家， 百川股份3板，皇台酒业、中信尼雅、横店影视、万丰股份2连板。 板块上，农业种植概念股走强，登海种业、敦煌种业、农发种业等涨停，康农种业、荃银高科、隆平高 科等个股涨幅居前。 | 农业种植 +4.19% + 自选 | | | | Q a | | --- | --- | --- | --- | --- | | 股票池 产业链 | | 未上市公司 | ...