688256 Cambricon
- 174.79
- +2.26+1.31%
Cambricon News
Express News | Science and Technology Innovation Board review: semiconductor sector falls, high-speed connector concept stocks continue to be active
Research Nuggets丨Huafu Securities: First Cambrian “buy” rating, which is expected to continue to benefit under the booming trend of AI
According to the Huafu Securities Research Report, AI computing power is a top priority for domestic production, and there is broad scope for future development. As a domestic AI chip leader, Cambrian (688256.SH) is expected to continue to benefit from the gradual construction of product advantages. Furthermore, the domestic policy side continues to provide policy support, and the company is expected to receive more orders in domestic intelligent computing construction to support the company's rapid growth. The bank believes that the company, as the target of scarce domestic AI chips, is expected to benefit from the booming development of the AI industry and the dual logic of replacing domestic computing power, so it can enjoy a certain valuation premium. It is expected that the company will
Cambrian Era (688256): Domestic AI leaders, computing power, domestic alternatives, and rapid advances
Investment Highlights: Company Overview: A world-renowned AI chip star, becoming a leader in the domestic industry, Cambrian is one of the most representative smart chip manufacturers in China. Since its establishment, the company has been focusing on the development and technological innovation of artificial intelligence chip products.
A-share computing power concept stocks boosted the Cambrian era and rose more than 7%
Glonghui, May 20 | Cambrian and Longxin Zhongke rose more than 7%, followed by Runjian Co., Ltd., Senyuan Co., Ltd., Zitian Technology, and Oriental Materials.
Express News | Science and Technology Innovation Board Evaluation: The semiconductor sector is active, PCB concept stocks benefit electronics, rise and fall
Ping An Securities: GPT-4o performance and practicality breakthroughs are expected to accelerate the implementation of large model applications
Currently, large models around the world are gradually showing a development trend from one-sided performance competition to putting equal emphasis on performance and practicality.
A-share GPU concept stocks rallied
Gelonghui, May 14 | Cambrian-U, Longxin Zhongke, and Jing Jiawei quickly turned red and attacked.
Express News | GPU concept stocks rose in a straight line, and Cambrian-U, Longxin Zhongke, and Jing Jiawei quickly turned popular and attacked.
Express News | Cambrian Era: A new generation of intelligent processor microarchitectures and instruction sets are being developed
Express News | Science and Technology Innovation Board Review: The Science and Technology Innovation 50 Index closed up 2.26%, and the lithium battery and semiconductor sectors are active
Bullish: Analysts Just Made A Substantial Upgrade To Their Cambricon Technologies Corporation Limited (SHSE:688256) Forecasts
Cambricon Technologies Corporation Limited (SHSE:688256) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. The analyst
Cambricon Technologies Corporation Limited (SHSE:688256) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates
Cambricon Technologies Corporation Limited (SHSE:688256) missed earnings with its latest quarterly results, disappointing overly-optimistic forecasters. Earnings missed the mark, with revenues of
Express News | Cambrian Period: Net loss of 227 million yuan in the first quarter
Express News | Cambrian Period: First quarter revenue of 25.7 million yuan.
Cambrian-U (688256): Scarce domestic AI chip leaders are expected to benefit from large model changes and domestic replacement
Performance fluctuates greatly, and cloud-based smart chips and computer clusters dominate. According to the 2023 performance report data, revenue for 2023 was 709 million yuan, a year-on-year decrease of 2.70%, and net profit to mother - 836 million yuan.
Forecast: Analysts Think Cambricon Technologies Corporation Limited's (SHSE:688256) Business Prospects Have Improved Drastically
Cambricon Technologies Corporation Limited (SHSE:688256) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's forecasts. The consensus statuto
Express News | Leveraged capital stocks revealed this week, CITIC Securities topped the list
Oriental Securities: The development of major models such as KMI and Step Star is expected to continue to drive demand for computing power
As the number of visits to large models such as Kimi continues to increase, the length of long text increases, and the number of model parameters and training tokens increases, the demand for inference computing power and training computing power is expected to continue to increase. In the wave of computing power, localization of computing power is a long-term trend, and demand is expected to continue to rise.
Ping An Securities: Kimi opens up a new world of big model applications and continues to be optimistic about the AIGC industry chain
The Zhitong Finance App learned that Ping An Securities released a research report saying that the emergence of Kimi's lossless long text model solved the pain points of many large models in application and opened up application space for big models. The final implementation of AIGC still requires finding the right scenario. As a 100 billion model, Kimi can support complex computation, and can also accept and process large texts, solving many problems in the actual application of large models, and the potential for subsequent commercialization will be highlighted. Currently, KimI's smart assistant has been launched on multi-terminal platforms such as Apple's iOS app, Android app, applet, and web. Continue to be optimistic
The carnival isn't over yet! Nvidia surged more than 7%, and the corporate value of computing power chips has yet to be discovered
① Overnight, the US stock Nvidia closed up 7.16%, and the stock price returned to $900. The Nvidia GTC 2024 conference will be held from March 18 to 21 at the San Jose Convention Center in the US. ② The commercialization process of domestic computing power chips is expected to be further accelerated. Facing a medium- to long-term market space of 10 billion US dollars, definitive business opportunities and market value for domestic computing power chip companies have yet to be explored.
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