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寒武纪,当了几分钟股王
半导体芯闻· 2025-08-27 10:40
如果您希望可以时常见面,欢迎标星收藏哦~ 来 源 :内容来自半导体芯闻综合 。 8月27日,寒武纪股价盘中涨10.01%,股价1462元/股,超过贵州茅台,成为A股股价最高的个 股。今日盘中,贵州茅台股价1460.93元/股,跌1.4%。但后者尾盘股价又再度下跌,茅台暂时保 住王位。 受到国产AI芯片需求增长和国产替代等利好消息的推动,寒武纪等国产芯片股股价今年涨幅惊 人,寒武纪股价从7月10日的520.67元到8月25日,累计涨幅超过166%。近日高盛更是表示,将寒 武纪的目标价从1223元上调50%至1835元。 8月25日,寒武纪大涨报收1384.93元/股,距离茅台股价1490.33元只有一步之遥,26日开盘后寒 武纪股价却一路下行,最终收于1329元,下跌4.04%,差距进一步拉大。受到半年业绩向好刺激, 8月27日开盘后,寒武纪股价一路上行,下午13点40分左右,寒武纪股价已经超过茅台。但尾盘寒 武纪股价不断回落,最终寒武纪收于1372元,低于茅台的1448元。 寒武纪营收大增4347%,陈天石身价超1500亿 8月26日晚间,寒武纪发布半年报,2025年上半年实现营业收入28.81亿元,同比增长 ...
寒武纪股价一度超越贵州茅台,成A股新“股王”!上半年营收大涨43倍
Sou Hu Cai Jing· 2025-08-27 07:37
红星资本局8月27日消息,寒武纪(688256.SH)午后持续走强,拉升涨近10%,于13时38分最高触及1464.98元/股,超越贵州 茅台(600519.SH,股价同一时间为1460.93元/股),一度成为A股新"股王"。 截至发稿,寒武纪涨幅有所收窄,涨5.14%报1397.27元/股,贵州茅台报1454.48元/股。 红星新闻记者 俞瑶 符小茵 图源:寒武纪2025年半年度报告 此外,寒武纪自2024年四季度首次实现单季盈利以来,已经连续三个季度实现盈利。今年二季度寒武纪实现营收17.69亿元, 环比增长59.19%;归母净利润6.83亿元,环比增长92.03%。 对于上半年业绩增长的原因,寒武纪在财报中表示,主要因为公司持续拓展市场,积极助力人工智能应用落地。寒武纪目前主 要产品线包括云端产品线、边缘产品线、IP授权及软件。对于具体业务板块的增长情况,红星资本局8月27日致电寒武纪董 昨日晚间,寒武纪发布了一份亮眼的中报,上半年实现营收28.81亿元,相当于去年全年营收的2倍多,同比增长4347.82%;归 母净利润为10.38亿元,去年同期为亏损5.30亿元,同比扭亏为盈;经营活动产生的现金流量净 ...
4348%,寒武纪营收暴涨,陈天石身家超1500亿,股价直逼茅台
3 6 Ke· 2025-08-27 02:08
8月26日,国内AI芯片龙头寒武纪发布2025年半年度报告。2025年1-6月,寒武纪营收为28.81亿元,同比增长4347.82%;毛利总额为16.11亿 元,同比增长3865.94%;归母净利润为10.38亿元,而去年同期为-5.30亿元;归母扣非净利润为9.13亿元,较去年同期增长15.21亿元,均实现 扭亏为盈。 | 人民币 | | --- | | 币种: . | | Michaelona 元 | | 单位: | | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | 本报告期比上年 同期增减(%) | | --- | --- | --- | --- | | 营业收入 | 2,880,643,471.09 | 64.765.343.16 | 4,347.82 | | 利润总额 | 1,037,754,567.13 | -533,186,882.24 | 不适用 | | 归属于上市公司股东的净利润 | 1,038,082,568.57 | -530,109,567.26 | 不适用 | | 归属于上市公司股东的扣除非 经常性损益的净利润 | 912,566,847.07 | -608,884,6 ...
AI算力概念活跃,寒武纪20cm涨停,市值突破3500亿元
Cai Jing Wang· 2025-08-12 11:05
Group 1: Company Overview - Cambricon was established in 2016, focusing on the research and development of artificial intelligence chip products and technological innovation [2] - The company's main business includes the research, design, and sales of AI core chips used in various cloud servers, edge computing devices, and terminal devices, along with providing chip products to customers [2] - Cambricon's core product lines include cloud products, edge products, IP licensing, and software [2] Group 2: Financial Performance - In Q1 of this year, Cambricon achieved revenue of 1.111 billion yuan, a year-on-year increase of 4230.22% [2] - The company reported a net profit attributable to shareholders of 355 million yuan, marking a turnaround from losses [2] - The significant revenue growth is attributed to the company's continuous market expansion and active support for the implementation of AI applications [2] Group 3: Market Trends and Projections - The demand for AI chips and computing servers is continuously growing due to breakthroughs in new technologies such as AI large models and humanoid robots [2] - According to IDC, the global market size for AI computing servers is expected to reach approximately 125.1 billion USD in 2024, increasing to 158.7 billion USD in 2025, and potentially reaching 222.7 billion USD by 2028 [2] - The semiconductor cycle is currently in an upward trend, with AI being the primary growth driver for the semiconductor industry [3] - The domestic AI chip market in China is projected to exceed 300 billion yuan by 2026, with high-performance chips like GPU and FPGA becoming key replacements [3] Group 4: Recent Developments - Cambricon announced a fundraising plan to raise a total of 3.985 billion yuan, with 2.054 billion yuan allocated for a chip platform project aimed at large models [1][2] - The company is adjusting its fundraising plan, reducing the total amount from 4.98 billion yuan to 3.985 billion yuan [1] - The anticipated release window for DeepSeek-R2 is between August 15 and August 30, 2025, which has heightened market expectations following the release of ChatGPT-5 [1]