业绩不及预期？寒武纪、摩尔线程、沐曦股份股价集体走低

21世纪经济报道02-03

近期，国产AI芯片上市公司业绩陆续发布，主营情况均有好转，但股价表现上却不尽如人意。　　2月3日，寒武纪盘中大幅跳水，一度跌超14%，截至午间收盘，下跌12.88%，摩尔线程下跌4.70%，沐曦股份收跌5.11%。　　市场传言颇多。以寒武纪为例，一说是对平头哥竞争预期的担忧。另有说法称寒武纪最近组织了一个小范围交流，今年营收指引是200亿元，而市场预期是300亿-500亿元，不及预期。　　有...

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The stock prices of Cambrian, Moore Thread, and Muxi shares collectively fell","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688256":1.5,"688795":1.5,"688802":1.5},"content_text":"近期，国产AI芯片上市公司业绩陆续发布，主营情况均有好转，但股价表现上却不尽如人意。\n　　2月3日，寒武纪盘中大幅跳水，一度跌超14%，截至午间收盘，下跌12.88%，摩尔线程下跌4.70%，沐曦股份收跌5.11%。\n　　市场传言颇多。以寒武纪为例，一说是对平头哥竞争预期的担忧。另有说法称寒武纪最近组织了一个小范围交流，今年营收指引是200亿元，而市场预期是300亿-500亿元，不及预期。\n　　有媒体以投资者身份致电寒武纪董秘办，对方回应称，“市场上有很多的传闻，都是假的。公司也没有召开内部交流会。二级市场资金、情绪的波动较多，大家理性对待。”\n　　1月30日，寒武纪公告称，预计2025年年度实现归属于母公司所有者的净利润与上年同期相比，将实现扭亏为盈，实现归属于母公司所有者的净利润185，000.00万元到215，000.00万元。\n　　对于业绩变化原因，寒武纪解释，“报告期内，受益于人工智能行业算力需求的持续攀升，公司凭借产品的优异竞争力持续拓展市场，积极推动人工智能应用场景落地，本期营业收入较上年同期大幅增长，进而带动公司整体经营业绩提升，净利润实现扭亏为盈。”\n　　1月21日，摩尔线程也发布业绩预告，2025年年度归属于母公司所有者的净利润预计将出现亏损，归属于母公司所有者的净利润预计亏损95，000.00万元到106，000.00万元，与上年同期相比，亏损收窄幅度为34.50%到41.30%。\n　　摩尔线程表示，“得益于人工智能产业蓬勃发展及市场对高性能GPU的强劲需求，公司产品竞争优势进一步扩大，市场关注度与认可度持续提升，推动收入与毛利增长，整体亏损幅度同比收窄。同时，公司依然保持高研发投入，目前仍处于持续研发投入期，尚未盈利且存在累计未弥补亏损。”\n　　1月27日，沐曦股份业绩预告称公司去年归属于母公司所有者的净利润预计将出现亏损，归属于母公司所有者的净利润预计亏损65，000.00万元至79，800.00万元，与上年同期相比，亏损收窄43.36%至53.86%。\n　　对于业绩变化原因，沐曦股份称，“公司产品及服务获得下游客户的广泛认可与持续采购，报告期内收入规模较上年同期实现显著增长。报告期内，公司股份支付费用较上年同期有所减少，该项因素对公司利润产生正向影响，降低公司亏损幅度。”\n　　（文章来源：21世纪经济报道）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608542849","isCrawlerRequest":true}