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"妖股"直击:华胜天成再创新高,AI算力+华为生态+芯片投资三重概念叠加,阶段涨幅156%
Sou Hu Cai Jing· 2025-08-26 02:13
Core Viewpoint - The stock of Huasheng Tiancheng has shown strong performance, with a significant increase in price and trading volume, making it a focal point in the A-share market [1][2][3] Group 1: Stock Performance - As of 10 AM, Huasheng Tiancheng's stock price reached 24.93 CNY, up 7.23% from the previous trading day, with a trading volume of 56.16 billion CNY and a turnover rate of 21.04% [1][2] - The stock has experienced a maximum increase of 156.87% since the beginning of the current rally on July 24, reaching a new high of 25.25 CNY [1][3] Group 2: Market Dynamics - The market speculation around Huasheng Tiancheng is driven by three core logic points: AI computing power, Huawei ecosystem, and chip investment concepts [2][3] - The company is a core partner of Huawei's Ascend chips and is involved in national-level AI computing center projects, attracting significant investment interest [2][3] Group 3: Financial Outlook - The company has forecasted a net loss of 65 million to 95 million CNY for the first half of 2025, indicating that the quality of its main business profitability needs improvement [3] - Non-recurring gains from investments, particularly in Tai Lingwei, are expected to significantly contribute to the company's financial performance [3] Group 4: Technical Analysis - The stock has seen a substantial short-term increase, and a risk warning has been issued regarding high turnover rates, suggesting potential irrational speculation [3] - Despite the strong demand for AI computing and the ongoing development of the Huawei ecosystem, the company’s fundamental business improvement and high valuation risks should be monitored [3]
美芯巨头,遭遇前所未有的信任危机,比尔盖茨预言已成真
Sou Hu Cai Jing· 2025-08-25 05:22
但这种平衡却在2025年4月被打破了,特朗普以"国家安全"为由禁止向中国继续供应H20芯片。可笑的是,仅仅过了3个月的时间,也就是前面提到的,黄仁 勋访华时,又确定再次获得了"出口许可"。这葫芦里到底在卖什么"药"?直到H20被网信办约谈的消息公开后,一切都清晰了!既想谋取商业利益,又要实 施技术遏制,要得是不是太多了? 说实在的,H20的存在,就是双赢。英伟达借此在中国市场赚得盆满钵满,年营收高达两百多亿美元。而中国呢?也买到了性能够用的AI芯片,给国产企业 自主研发争取到了更多的时间。 作为所谓的"中国特供版",H20芯片本就肩负着不一样的使命。黄仁勋为了可以继续和中国市场合作,深入钻研了美芯禁令的规则,基于Hopper架构却性能 大幅缩水,成功打造了这款,既能够满足中国市场需求,又不得不屈从于美国技术管制要求的AI芯片。 前段时间,黄仁勋访华时,还兴高采烈的官宣了"H20被解禁"的消息。而外媒也对H20重返中国市场满怀信心,甚至有媒体直接爆料——英伟达连夜向台积 电追加了30万片的H20订单,然而,万万没想到,就短短几天的时间,风向就发生了180度的转变!全球芯片巨头英伟达,遭遇了前所未有的信任危机。 ...
中信建投:国产算力板块迎来密集催化 算力芯片迎来国产替代窗口期
智通财经网· 2025-08-24 00:08
智通财经APP获悉,中信建投证券发布研究报告称,8月22日,上证指数涨1.45%站上3800点,算力、芯片股集体爆发。近期国产算力板块迎来密集催化, 8月13日,腾讯业绩会表示公司推理芯片供应渠道侧具备多种选择;8月21日,DeepSeek更新模型版本至DeepSeek-V3.1,预计将支持FP8精度以及国产芯 片;近期,基于华为昇腾芯片的服务器产品陆续在政府、金融、运营商等行业落地大单。国产算力芯片迎来国产替代窗口期。考虑到英伟达新品迎来大幅 性能升级,并面向中国市场禁售,国产算力芯片发展刻不容缓。当前已经涌现出一大批国产算力芯片厂商,昇腾、寒武纪相继推出自研AI芯片,海光信 息的DCU也逐渐打出知名度,其他配套环节的国产化进程也正在加速推进。 国产人工智能芯片发展趋势及展望 海外龙头占据垄断地位,AI加速芯片市场呈现"一超多强"态势。 数据中心CPU市场上,英特尔份额有所下降但仍保持较大领先优势,AMD持续抢占份额势头正盛。AI加速计算芯片市场上,英伟达凭借硬件优势和软件 生态一家独大,在训练、推理端均占据领先地位。根据IDC数据,2024年国内AI加速计算芯片市场中,英伟达出货份额达70%,华为昇腾出货 ...
史诗级,暴涨
中国基金报· 2025-08-22 07:59
【导读】半导体史诗级暴涨 中国基金报记者 泰勒 兄弟姐妹们啊,今天,史诗级的暴涨!大盘直接3800点,科创50指数更是暴涨超过8%! | 5月14日 冲3400点 | | --- | | 7月11日 冲3500点,用了58天 | | 7月23日 冲3600点,用了12天 | | 8月14日 冲3700点,用了22天 | | 8月22日 冲3800点,用了8天 | 8月22日,沪指站上3800点,创十年新高,创业板指涨超3%,科创50指数大涨超8%。截至收盘, 沪指涨1.45%,深成指涨 2.07%,创业板指涨3.36%。 今天市场最大的亮点,就是芯片半导体板块集体暴涨, 寒武纪、兆易创新等多股涨停,中芯国际涨超10%。 寒武纪股价距离 贵州茅台1463.95元/股的收盘价相差220.75元,距离"股王"宝座不到一个涨停板。 寒武纪-U(SH:688256) 加自选 ¥1243.20 +207.20 +20.00% 14.33 万球友关注 已收盘 08-22 15:00:00 北京时间 最高: 1243.20 今开:1075.00 涨停:1243.20 成交量: 1411.61万 最低: 1075.00 昨收: ...
芯片股爆发 机构圈出这些机会
Di Yi Cai Jing· 2025-08-22 04:59
Core Viewpoint - The domestic chip sector is experiencing a surge, with significant gains in stocks such as Cambricon and others, driven by increasing support for domestic AI chips and their integration into various industries [1]. Group 1: Market Performance - Cambricon shares rose over 12%, while Hangjin Technology and Zhongke Shuguang reached their daily limit [1]. - The domestic computing power sector is seeing intensive catalysts, as indicated by the performance of these stocks [1]. Group 2: Industry Insights - CITIC Securities highlighted that Tencent's earnings call revealed multiple supply channel options for inference chips, suggesting that domestic inference computing power chips could provide support amid international supply chain fluctuations [1]. - DeepSeek updated its model to support FP8 precision and the upcoming next-generation domestic chips, indicating a positive outlook for the domestic chip ecosystem [1]. - Huawei's Ascend chips are increasingly participating in tenders across government, finance, and telecommunications sectors, demonstrating the growing competitiveness of domestic chips [1]. Group 3: Competitive Landscape - Huaxin Securities noted that besides Cambricon, Haiguang Information, and Huawei, other domestic AI chip manufacturers are also accelerating their market penetration [1]. - There is a recommendation to pay attention to the related industrial chain benefiting from the localization of AI chips [1].
芯片全线爆发,海光信息股价创新高,寒武纪大涨近10%,科创芯片50ETF(588750)一度飙涨超4%!DeepSeek加速自研AI芯片布局
Sou Hu Cai Jing· 2025-08-22 02:04
| 1.285 +0.049 +3.96% | | | | 科创芯片50ETF ① 588750 | ਨੇੜ | | --- | --- | --- | --- | --- | --- | | SSE CNY 9:47:08 交易中 | | | | | 中のマン | | 净值走势 | 汇添富上证科创板芯片ETF | | रेस | 30.59% 120日 | 16.92% | | 委比 | 39.91% 委差 | 64513 | 5日 | 8.53% 250日 | 0.00% | | 灾力 | 1.290 | 4368 | 20日 | 18.98% 52周高 | 1.28 | | 更加 | 1.289 | 6498 | 60日 | 28.76% 52周低 | 0.88 | | 卖三 | 1.288 | 15777 | 实时申购赎回信息 | 申购 | 陵回 | | 卖二 | 1.287 | 18825 | 電数 | 0 | 0 | | 喜一 | 1.286 | 3092 | 金额 | O | 0 | | 买一 | 1.285 | 73 | 份额 | 0 | 0 | | 买二 北三 | 1.284 1.283 | ...
中信建投:国产算力板块迎来密集催化
Zheng Quan Shi Bao Wang· 2025-08-22 00:41
人民财讯8月22日电,中信建投研报认为,国产算力板块迎来密集催化。腾讯业绩会表示推理芯片的供 应渠道侧具备多种选择,国际供应链波动背景下国产推理算力芯片有望提供助力。DeepSeek更新模 型,DeepSeek V3.1发布,明确支持FP8精度与将发布的下一代国产芯片,头部国产开源模型对国产芯片 的支持有望推动国产算力生态加速落地。华为昇腾芯片近期陆续参与到政府、金融、运营商等行业客户 招投标产品中,印证国产芯片竞争力持续提升。 ...
48小时内,特朗普和鲁比奥先后表态,中方不能惹,印度成受害者?
Sou Hu Cai Jing· 2025-08-18 13:49
Group 1 - The geopolitical landscape has experienced significant turbulence, with the U.S. adjusting its economic policies towards China and India, drawing global media and investor attention [1] - Trump's decision to delay tariffs on Chinese oil purchases is influenced by concerns over rising global oil prices and inflationary pressures in the U.S. [2][3] - Rubio's comments highlight the potential global energy price repercussions of sanctions on China, indicating a shift in U.S. policy towards China [5] Group 2 - India has been adversely affected by U.S. tariffs, with a cumulative 50% tariff on Indian goods due to oil purchases from Russia, impacting over $42 billion in exports [5] - The U.S. has accused India of "arbitraging" Russian oil, which has led to widespread discontent in India's political and business circles [7] - Modi's government remains firm against U.S. pressure, emphasizing the protection of Indian farmers amidst ongoing trade negotiations [9] Group 3 - The U.S. and India have been unable to resolve agricultural trade issues, with five rounds of negotiations failing to break the deadlock [6] - China's dominant position in the global energy market is a critical factor in U.S. decision-making, with projections indicating that by 2025, China will account for 27% of global crude oil imports [13] - The U.S. strategy towards India is seen as a double standard, as it seeks to use India as a counterbalance to China without fully elevating India's status [16] Group 4 - The ongoing geopolitical tensions and trade disputes are reshaping global economic relationships, with the upcoming SCO summit being a focal point for potential India-China cooperation [19] - Financial markets are closely monitoring these developments, with potential volatility in Asia-Pacific markets if U.S.-China trade tensions escalate [21]
帮主郑重:应用材料一夜蒸发1500亿!美国芯片制裁的“七伤拳”打爆自己人
Sou Hu Cai Jing· 2025-08-16 05:35
Core Insights - The semiconductor industry is facing significant challenges due to a combination of weak demand, export controls, and increasing domestic competition, leading to substantial revenue declines for major companies like Applied Materials [2][3]. Group 1: Financial Impact - Applied Materials reported a Q4 revenue forecast of only $6.7 billion, falling short of the expected $7.3 billion, primarily due to increased uncertainty in the Chinese market and a $400 million revenue loss from U.S. export controls [2]. - Competitors KLA Corp and Lam Research experienced stock price drops of 8.4% and 7.3%, respectively, resulting in a combined market value loss of $152.3 billion [2]. - China's contribution to Applied Materials' revenue has decreased from 45% to 25% due to these policies, highlighting the self-inflicted damage from U.S. sanctions [2]. Group 2: Demand Challenges - The automotive chip sector is severely impacted, with major companies like Infineon and ON Semiconductor reporting revenue declines exceeding 10% and inventory levels surpassing 150 days [2]. - The consumer electronics market is also struggling, with weak demand for smartphones and PCs leading to a drop in semiconductor equipment orders, as Applied Materials warned of oversupply in mature process chips [3]. Group 3: Consequences of Sanctions - Export controls have resulted in a backlog of export licenses for Applied Materials, with no approvals expected for the next quarter [3]. - Allied companies are also suffering; ASML has €3.4 billion in unsold lithography equipment due to restrictions on sales to China, and Tokyo Electron, which derives 23% of its revenue from China, faces similar challenges [3]. Group 4: Domestic Competition - China's self-sufficiency in chip production is projected to exceed 50% by 2025, with Huawei's Ascend chips capturing 20% of the market and SMIC achieving a 99% yield rate for 28nm processes [3]. - The trend of "de-Americanization" in equipment is gaining momentum, with Northern Huachuang's etching machines capturing a 17% market share and domestic companies advancing in 5nm etching technology [3]. Group 5: Emerging Opportunities - The packaging technology sector is seeing advancements, with domestic companies targeting the HBM market through CoWoS technology, addressing storage challenges [4]. - The demand for AI and storage chips is surging, with companies like Jiangbolong reporting a 600% increase in enterprise storage revenue, and the HBM market expected to double in size within the year [4]. - Continued government support in the form of increased funding for equipment and materials, along with tax incentives for R&D, is expected to bolster the industry [4].
DeepSeek R2 因芯片问题推迟发布
是说芯语· 2025-08-14 06:28
Core Viewpoint - DeepSeek's launch of its new AI model R2 has been delayed due to issues with Huawei's Ascend chips, highlighting the challenges China faces in achieving technological independence from U.S. technology [3][4][6]. Group 1: Model Development Challenges - DeepSeek has encountered ongoing technical issues while training the R2 model using Huawei's Ascend chips, leading to the decision to use Nvidia chips for training and Huawei chips for inference [4][7]. - The founder of DeepSeek, Liang Wenfeng, has expressed dissatisfaction with the progress of the R2 model and is pushing for increased investment in research and development [8]. - Data annotation for the R2 model has taken longer than expected, contributing to the delay in its release, which is now anticipated within a few weeks [8]. Group 2: Industry Context and Competition - The Chinese government has encouraged tech companies to adopt domestic alternatives to Nvidia products, such as those from Huawei and Cambricon, amid ongoing geopolitical tensions [7]. - Industry experts note that Chinese chips face stability issues, slower inter-chip communication, and inferior software performance compared to Nvidia's offerings [7]. - AI researcher Ritvik Gupta from UC Berkeley commented that models are easily replaceable, with many developers opting for Alibaba's Qwen3 due to its efficiency and flexibility [9]. Group 3: Future Outlook - Despite current challenges, there is optimism that Huawei will eventually adapt to the demands of training AI models with its Ascend chips [10]. - The geopolitical landscape surrounding chip manufacturers like Nvidia remains complex, with Nvidia agreeing to share a portion of its revenue with the U.S. government to resume sales of its H20 chips to China [11].