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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.
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