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糖豆

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05-07

涨吧，涨吧，我就想着它蹭蹭的上涨，然后再看它好几个跌停板的摔下来，那家伙的，感觉老带劲了[龇牙] [龇牙] [龇牙]

国产AI迎关键拐点！寒武纪稳坐“股王”宝座！华宝基金科创人工智能ETF（589520）再涨2.26%，冲击4连阳！

01-16

$优必选(09880)$

2025-09-26

$贵州茅台(600519)$ 茅台降这么快，这是着急着去追寒武纪吗[喷血] [喷血] [喷血]

2025-08-27

寒武纪=贵州茅台[笑哭] [笑哭] [笑哭]

寒武纪股价突破1400元！上半年营收同比大增4347.82%，扭亏为盈至10.38亿

2020-07-24

$迅雷(XNET)$半年没看，把我的韭菜根都快割没了

2019-07-23

咋还不退市呢！！！

2017-11-11

携程股票赶紧抛

$携程网(CTRP)$携程股价要跌喽，携程亲子园事件，捆绑销售事件，接下来还会有什么？

携程股票赶紧抛

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/688008\">澜起科技</a></span><span></span>涨逾5%，<span><a href=\"https://laohu8.com/S/688111\">金山办公</a></span><span></span>涨逾2%。</p>\n<div><img src=\"http://n.sinaimg.cn/tech/transform/755/w550h205/20260507/fb4c-0bdb4ae8ba34cfab51ce23eb19091d92.png\"/><span></span></div>\n<p>　　4月以来，寒武纪股价再度启动并接连大涨，重新坐上A股“股王”宝座。背后的<span>驱动力</span><span></span>，是其远超市场预期的一季度业绩高增长。寒武纪2026年第一季度实现营业收入28.85亿元，同比增长159.56%；归母净利润10.13亿元，同比增长185.04%；扣非后归母净利润9.34亿元，同比增长238.56%。对于业绩增长，寒武纪披露，报告期内公司受益于AI算力需求的持续攀升。</p>\n<p>　　<a href=\"https://laohu8.com/S/002787\">华源</a>证券表示，国产算力芯片企业迎来业绩兑现关键期。AI大模型迭代、智算中心规模化建设与边缘智能场景全面渗透，持续推高国内AI算力市场需求。总体来看，行业呈现头部企业盈利稳固、二线厂商减亏甚至扭亏提速，梯队化成长格局清晰的特征。</p>\n<p>　　国产AI算力芯片能否维持高增长？产业是否走到了“商业变现”的历史性拐点？业内人士认为，在产业需求与政策扶持的双重驱动下，2025年至2026年，是中国AI芯片公司实现“商业变现”的历史性拐点时刻，也是行业从“烧钱研发”到“实现规模化盈利”的转折期。</p>\n<p>　　<strong>【国产替代之光，科创自立自强】</strong></p>\n<p>　　科创人工智能ETF<a href=\"https://laohu8.com/S/300741\">华宝</a>（589520）及其联接基金（联接A：024560，联接C：024561）重点布局国产AI产业链，成份股囊括国产GPU龙头（如寒武纪），国产ASIC龙头（如<span><a href=\"https://laohu8.com/S/688521\">芯原股份</a></span><span></span>）、AI应用龙头（如金山办公），半导体行业权重占比近一半，具备较强进攻性；软件行业权重占比超三成，有望受益于AI应用补涨行情。同时，该ETF是融资融券标的，是一键布局国产算力的高效工具。</p>\n<div><img src=\"http://n.sinaimg.cn/tech/transform/791/w550h241/20260507/5f1e-fe7ee051f4758fe49d2f565dfdbe44ec.png\"/><span></span></div>\n<p>　　<span>风险提示：科创人工智能ETF华宝被动跟踪<span>上证科创板人工智能指数</span><span></span>，该指数基日为2022.12.30，发布于2024.7.25，该指数2023年、2024年的年度涨跌幅分别为：12.68%、32.36%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估科创人工智能ETF华宝的风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。</span></p>\n<div>\n<span>MACD金叉信号形成，这些股涨势不错！</span>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：周守来 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://finance.sina.com.cn/money/fund/jjh/2026-05-07/doc-inhxaaii8367861.shtml><strong>新浪基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>重点布局国产AI产业链的科创人工智能ETF华宝（589520）场内价格继昨日豪涨4.59%的基础上，今日（5月7日）继续猛攻，盘中上探2.26%，现涨2.12%，冲击日线4连阳！\n　　成份股方面，天准科技领涨超9%，凌云光涨逾7%，奥比中光-W涨超6%；权重股方面，寒武纪涨超1%，澜起科技涨逾5%，金山办公涨逾2%。\n\n　　4月以来，寒武纪股价再度启动并接连大涨，重新坐上A股“股王”宝座。背后的...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjh/2026-05-07/doc-inhxaaii8367861.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159982":"中证500","589520":"科创人工智能ETF华宝","688256":"寒武纪","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","AIPO":"Defiance AI and Power Infrastructure ETF","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK0231":"软件信息","ARTY":"ISHARES FUTURE AI & TECH ETF","SG9999002950.SGD":"United 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INC"},"source_url":"https://finance.sina.com.cn/money/fund/jjh/2026-05-07/doc-inhxaaii8367861.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633619127","content_text":"重点布局国产AI产业链的科创人工智能ETF华宝（589520）场内价格继昨日豪涨4.59%的基础上，今日（5月7日）继续猛攻，盘中上探2.26%，现涨2.12%，冲击日线4连阳！\n　　成份股方面，天准科技领涨超9%，凌云光涨逾7%，奥比中光-W涨超6%；权重股方面，寒武纪涨超1%，澜起科技涨逾5%，金山办公涨逾2%。\n\n　　4月以来，寒武纪股价再度启动并接连大涨，重新坐上A股“股王”宝座。背后的驱动力，是其远超市场预期的一季度业绩高增长。寒武纪2026年第一季度实现营业收入28.85亿元，同比增长159.56%；归母净利润10.13亿元，同比增长185.04%；扣非后归母净利润9.34亿元，同比增长238.56%。对于业绩增长，寒武纪披露，报告期内公司受益于AI算力需求的持续攀升。\n　　华源证券表示，国产算力芯片企业迎来业绩兑现关键期。AI大模型迭代、智算中心规模化建设与边缘智能场景全面渗透，持续推高国内AI算力市场需求。总体来看，行业呈现头部企业盈利稳固、二线厂商减亏甚至扭亏提速，梯队化成长格局清晰的特征。\n　　国产AI算力芯片能否维持高增长？产业是否走到了“商业变现”的历史性拐点？业内人士认为，在产业需求与政策扶持的双重驱动下，2025年至2026年，是中国AI芯片公司实现“商业变现”的历史性拐点时刻，也是行业从“烧钱研发”到“实现规模化盈利”的转折期。\n　　【国产替代之光，科创自立自强】\n　　科创人工智能ETF华宝（589520）及其联接基金（联接A：024560，联接C：024561）重点布局国产AI产业链，成份股囊括国产GPU龙头（如寒武纪），国产ASIC龙头（如芯原股份）、AI应用龙头（如金山办公），半导体行业权重占比近一半，具备较强进攻性；软件行业权重占比超三成，有望受益于AI应用补涨行情。同时，该ETF是融资融券标的，是一键布局国产算力的高效工具。\n\n　　风险提示：科创人工智能ETF华宝被动跟踪上证科创板人工智能指数，该指数基日为2022.12.30，发布于2024.7.25，该指数2023年、2024年的年度涨跌幅分别为：12.68%、32.36%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估科创人工智能ETF华宝的风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：周守来","news_type":1,"symbols_score_info":{"159982":1.5,"589520":1.5,"688256":1.5,"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"ARTY":1.5}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522237079543992,"gmtCreate":1768535333932,"gmtModify":1768535338144,"author":{"id":"3472080272796284","authorId":"3472080272796284","name":"糖豆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472080272796284","idStr":"3472080272796284"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$&nbsp;</a>&nbsp;","text":"$优必选(09880)$","images":[{"img":"https://static.tigerbbs.com/7e0f85fadd2b9b0095086fbfdc768601","width":"1044","height":"1682"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522237079543992","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":482648151925288,"gmtCreate":1758863161726,"gmtModify":1758863163538,"author":{"id":"3472080272796284","authorId":"3472080272796284","name":"糖豆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472080272796284","idStr":"3472080272796284"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$&nbsp;</a>&nbsp; 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[笑哭]&nbsp;&nbsp;","text":"寒武纪=贵州茅台[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472028763242656","repostId":"1108423244","repostType":2,"repost":{"id":"1108423244","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756258943,"share":"https://www.laohu8.com/m/news/1108423244?lang=zh_CN&edition=full","pubTime":"2025-08-27 09:42","market":"sh","language":"zh","title":"寒武纪股价突破1400元！上半年营收同比大增4347.82%，扭亏为盈至10.38亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1108423244","media":"老虎资讯综合","summary":"8月27日，$寒武纪(688256)$盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。","content":"<html><head></head><body><p>8月27日，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8275224a838bf7a119f62a69af4e943e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>8月26日晚间，寒武纪披露2025年半年度报告。公告显示，今年上半年，寒武纪实现营业收入28.81亿元，较上年同期增加28.16亿元，同比增长4347.82%；实现归属于上市公司股东的净利润为10.38亿元，归属上市公司股东的扣除非经常性损益的净利润为9.13亿元，均实现了扭亏为盈。</p><p>公告显示，2025年上半年，人工智能算力需求持续增长，寒武纪凭借人工智能芯片产品的核心优势，持续深化与大模型、互联网等前沿领域头部企业的技术合作。寒武纪凭借卓越的产品适配能力和开放合作的务实态度，以技术合作促进应用落地，以应用落地拓展市场规模，营业收入实现了显著增长。</p><p>今年上半年，寒武纪依托于公司在人工智能芯片产品、基础系统软件平台取得的长足进步，公司产品持续在运营商、金融、互联网等多个重点行业规模化部署并通过了客户严苛环境的验证。上半年，寒武纪产品持续优化了软硬件平台可靠性及易用性，在大规模商业场景部署下，可长时间保持稳定性。此外，寒武纪产品在各人工智能典型应用场景具有普适性，获得了客户的广泛认可，体现了公司产品的技术领先优势。</p><p>2025年上半年，寒武纪研发投入4.56亿元，较上年同期增长2.01%。上半年，寒武纪持续进行研发投入。在硬件方面，寒武纪的新一代智能处理器微架构和指令集正在研发中。在软件方面，寒武纪对基础系统软件平台也进行了优化和迭代。其中，在训练软件平台方面，寒武纪规划新功能和通用性支持，大力推进大模型预训练、强化学习训练等业务的支持和优化；在推理软件平台方面，寒武纪持续推进推理软件平台的优化和迭代，在技术创新、产品能力和开源生态建设都取得重要成果。</p><p>同时，寒武纪持续优化基础系统软件平台，生态建设成效逐步显现。凭借领先的技术实力与良好的服务口碑，寒武纪的品牌市场认知度稳步提升。在产学协同领域，寒武纪积极支持多所高校开设基于寒武纪平台的人工智能课程，构建产学研一体化人才培养生态，为技术生态储备长效发展动能。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-27 09:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月27日，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8275224a838bf7a119f62a69af4e943e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>8月26日晚间，寒武纪披露2025年半年度报告。公告显示，今年上半年，寒武纪实现营业收入28.81亿元，较上年同期增加28.16亿元，同比增长4347.82%；实现归属于上市公司股东的净利润为10.38亿元，归属上市公司股东的扣除非经常性损益的净利润为9.13亿元，均实现了扭亏为盈。</p><p>公告显示，2025年上半年，人工智能算力需求持续增长，寒武纪凭借人工智能芯片产品的核心优势，持续深化与大模型、互联网等前沿领域头部企业的技术合作。寒武纪凭借卓越的产品适配能力和开放合作的务实态度，以技术合作促进应用落地，以应用落地拓展市场规模，营业收入实现了显著增长。</p><p>今年上半年，寒武纪依托于公司在人工智能芯片产品、基础系统软件平台取得的长足进步，公司产品持续在运营商、金融、互联网等多个重点行业规模化部署并通过了客户严苛环境的验证。上半年，寒武纪产品持续优化了软硬件平台可靠性及易用性，在大规模商业场景部署下，可长时间保持稳定性。此外，寒武纪产品在各人工智能典型应用场景具有普适性，获得了客户的广泛认可，体现了公司产品的技术领先优势。</p><p>2025年上半年，寒武纪研发投入4.56亿元，较上年同期增长2.01%。上半年，寒武纪持续进行研发投入。在硬件方面，寒武纪的新一代智能处理器微架构和指令集正在研发中。在软件方面，寒武纪对基础系统软件平台也进行了优化和迭代。其中，在训练软件平台方面，寒武纪规划新功能和通用性支持，大力推进大模型预训练、强化学习训练等业务的支持和优化；在推理软件平台方面，寒武纪持续推进推理软件平台的优化和迭代，在技术创新、产品能力和开源生态建设都取得重要成果。</p><p>同时，寒武纪持续优化基础系统软件平台，生态建设成效逐步显现。凭借领先的技术实力与良好的服务口碑，寒武纪的品牌市场认知度稳步提升。在产学协同领域，寒武纪积极支持多所高校开设基于寒武纪平台的人工智能课程，构建产学研一体化人才培养生态，为技术生态储备长效发展动能。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"688256":"寒武纪","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","SG9999001051.SGD":"United Asia Fund SGD","SG9999002950.SGD":"United Asian Growth Opportunities SGD","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999001093.SGD":"United Greater China Fund A Acc SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK0231":"软件信息","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108423244","content_text":"8月27日，寒武纪盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。8月26日晚间，寒武纪披露2025年半年度报告。公告显示，今年上半年，寒武纪实现营业收入28.81亿元，较上年同期增加28.16亿元，同比增长4347.82%；实现归属于上市公司股东的净利润为10.38亿元，归属上市公司股东的扣除非经常性损益的净利润为9.13亿元，均实现了扭亏为盈。公告显示，2025年上半年，人工智能算力需求持续增长，寒武纪凭借人工智能芯片产品的核心优势，持续深化与大模型、互联网等前沿领域头部企业的技术合作。寒武纪凭借卓越的产品适配能力和开放合作的务实态度，以技术合作促进应用落地，以应用落地拓展市场规模，营业收入实现了显著增长。今年上半年，寒武纪依托于公司在人工智能芯片产品、基础系统软件平台取得的长足进步，公司产品持续在运营商、金融、互联网等多个重点行业规模化部署并通过了客户严苛环境的验证。上半年，寒武纪产品持续优化了软硬件平台可靠性及易用性，在大规模商业场景部署下，可长时间保持稳定性。此外，寒武纪产品在各人工智能典型应用场景具有普适性，获得了客户的广泛认可，体现了公司产品的技术领先优势。2025年上半年，寒武纪研发投入4.56亿元，较上年同期增长2.01%。上半年，寒武纪持续进行研发投入。在硬件方面，寒武纪的新一代智能处理器微架构和指令集正在研发中。在软件方面，寒武纪对基础系统软件平台也进行了优化和迭代。其中，在训练软件平台方面，寒武纪规划新功能和通用性支持，大力推进大模型预训练、强化学习训练等业务的支持和优化；在推理软件平台方面，寒武纪持续推进推理软件平台的优化和迭代，在技术创新、产品能力和开源生态建设都取得重要成果。同时，寒武纪持续优化基础系统软件平台，生态建设成效逐步显现。凭借领先的技术实力与良好的服务口碑，寒武纪的品牌市场认知度稳步提升。在产学协同领域，寒武纪积极支持多所高校开设基于寒武纪平台的人工智能课程，构建产学研一体化人才培养生态，为技术生态储备长效发展动能。","news_type":1,"symbols_score_info":{"688256":1}},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946919868,"gmtCreate":1595563571054,"gmtModify":1704209435503,"author":{"id":"3472080272796284","authorId":"3472080272796284","name":"糖豆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472080272796284","idStr":"3472080272796284"},"themes":[],"title":"","htmlText":"<a 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13:57","market":"us","language":"zh","title":"国产AI迎关键拐点！寒武纪稳坐“股王”宝座！华宝基金科创人工智能ETF（589520）再涨2.26%，冲击4连阳！","url":"https://stock-news.laohu8.com/highlight/detail?id=2633619127","media":"新浪基金","summary":"重点布局国产AI产业链的科创人工智能ETF华宝场内价格继昨日豪涨4.59%的基础上，今日继续猛攻，盘中上探2.26%，现涨2.12%，冲击日线4连阳！　　4月以来，寒武纪股价再度启动并接连大涨，重新坐上A股“股王”宝座。寒武纪2026年第一季度实现营业收入28.85亿元，同比增长159.56%；归母净利润10.13亿元，同比增长185.04%；扣非后归母净利润9.34亿元，同比增长238.56%。对于业绩增长，寒武纪披露，报告期内公司受益于AI算力需求的持续攀升。","content":"<html><body><div>\n<p>　　重点布局国产AI产业链的<a href=\"https://laohu8.com/S/589520\">科创人工智能ETF华宝</a>（589520）场内价格继昨日豪涨4.59%的基础上，今日（5月7日）继续猛攻，盘中上探2.26%，现涨2.12%，冲击日线4连阳！</p>\n<p>　　成份股方面，<span><a href=\"https://laohu8.com/S/688003\">天准科技</a></span><span></span>领涨超9%，<span><a href=\"https://laohu8.com/S/688400\">凌云光</a></span><span></span>涨逾7%，<span><a href=\"https://laohu8.com/S/688322\">奥比中光</a></span><span></span>-W涨超6%；权重股方面，<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span>涨超1%，<span><a href=\"https://laohu8.com/S/688008\">澜起科技</a></span><span></span>涨逾5%，<span><a href=\"https://laohu8.com/S/688111\">金山办公</a></span><span></span>涨逾2%。</p>\n<div><img src=\"http://n.sinaimg.cn/tech/transform/755/w550h205/20260507/fb4c-0bdb4ae8ba34cfab51ce23eb19091d92.png\"/><span></span></div>\n<p>　　4月以来，寒武纪股价再度启动并接连大涨，重新坐上A股“股王”宝座。背后的<span>驱动力</span><span></span>，是其远超市场预期的一季度业绩高增长。寒武纪2026年第一季度实现营业收入28.85亿元，同比增长159.56%；归母净利润10.13亿元，同比增长185.04%；扣非后归母净利润9.34亿元，同比增长238.56%。对于业绩增长，寒武纪披露，报告期内公司受益于AI算力需求的持续攀升。</p>\n<p>　　<a href=\"https://laohu8.com/S/002787\">华源</a>证券表示，国产算力芯片企业迎来业绩兑现关键期。AI大模型迭代、智算中心规模化建设与边缘智能场景全面渗透，持续推高国内AI算力市场需求。总体来看，行业呈现头部企业盈利稳固、二线厂商减亏甚至扭亏提速，梯队化成长格局清晰的特征。</p>\n<p>　　国产AI算力芯片能否维持高增长？产业是否走到了“商业变现”的历史性拐点？业内人士认为，在产业需求与政策扶持的双重驱动下，2025年至2026年，是中国AI芯片公司实现“商业变现”的历史性拐点时刻，也是行业从“烧钱研发”到“实现规模化盈利”的转折期。</p>\n<p>　　<strong>【国产替代之光，科创自立自强】</strong></p>\n<p>　　科创人工智能ETF<a href=\"https://laohu8.com/S/300741\">华宝</a>（589520）及其联接基金（联接A：024560，联接C：024561）重点布局国产AI产业链，成份股囊括国产GPU龙头（如寒武纪），国产ASIC龙头（如<span><a href=\"https://laohu8.com/S/688521\">芯原股份</a></span><span></span>）、AI应用龙头（如金山办公），半导体行业权重占比近一半，具备较强进攻性；软件行业权重占比超三成，有望受益于AI应用补涨行情。同时，该ETF是融资融券标的，是一键布局国产算力的高效工具。</p>\n<div><img src=\"http://n.sinaimg.cn/tech/transform/791/w550h241/20260507/5f1e-fe7ee051f4758fe49d2f565dfdbe44ec.png\"/><span></span></div>\n<p>　　<span>风险提示：科创人工智能ETF华宝被动跟踪<span>上证科创板人工智能指数</span><span></span>，该指数基日为2022.12.30，发布于2024.7.25，该指数2023年、2024年的年度涨跌幅分别为：12.68%、32.36%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估科创人工智能ETF华宝的风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。</span></p>\n<div>\n<span>MACD金叉信号形成，这些股涨势不错！</span>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：周守来 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国产AI迎关键拐点！寒武纪稳坐“股王”宝座！华宝基金科创人工智能ETF（589520）再涨2.26%，冲击4连阳！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-07 13:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/fund/jjh/2026-05-07/doc-inhxaaii8367861.shtml><strong>新浪基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>重点布局国产AI产业链的科创人工智能ETF华宝（589520）场内价格继昨日豪涨4.59%的基础上，今日（5月7日）继续猛攻，盘中上探2.26%，现涨2.12%，冲击日线4连阳！\n　　成份股方面，天准科技领涨超9%，凌云光涨逾7%，奥比中光-W涨超6%；权重股方面，寒武纪涨超1%，澜起科技涨逾5%，金山办公涨逾2%。\n\n　　4月以来，寒武纪股价再度启动并接连大涨，重新坐上A股“股王”宝座。背后的...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjh/2026-05-07/doc-inhxaaii8367861.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159982":"中证500","589520":"科创人工智能ETF华宝","688256":"寒武纪","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","AIPO":"Defiance AI and Power Infrastructure ETF","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK0231":"软件信息","ARTY":"ISHARES FUTURE AI & TECH ETF","SG9999002950.SGD":"United 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INC"},"source_url":"https://finance.sina.com.cn/money/fund/jjh/2026-05-07/doc-inhxaaii8367861.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633619127","content_text":"重点布局国产AI产业链的科创人工智能ETF华宝（589520）场内价格继昨日豪涨4.59%的基础上，今日（5月7日）继续猛攻，盘中上探2.26%，现涨2.12%，冲击日线4连阳！\n　　成份股方面，天准科技领涨超9%，凌云光涨逾7%，奥比中光-W涨超6%；权重股方面，寒武纪涨超1%，澜起科技涨逾5%，金山办公涨逾2%。\n\n　　4月以来，寒武纪股价再度启动并接连大涨，重新坐上A股“股王”宝座。背后的驱动力，是其远超市场预期的一季度业绩高增长。寒武纪2026年第一季度实现营业收入28.85亿元，同比增长159.56%；归母净利润10.13亿元，同比增长185.04%；扣非后归母净利润9.34亿元，同比增长238.56%。对于业绩增长，寒武纪披露，报告期内公司受益于AI算力需求的持续攀升。\n　　华源证券表示，国产算力芯片企业迎来业绩兑现关键期。AI大模型迭代、智算中心规模化建设与边缘智能场景全面渗透，持续推高国内AI算力市场需求。总体来看，行业呈现头部企业盈利稳固、二线厂商减亏甚至扭亏提速，梯队化成长格局清晰的特征。\n　　国产AI算力芯片能否维持高增长？产业是否走到了“商业变现”的历史性拐点？业内人士认为，在产业需求与政策扶持的双重驱动下，2025年至2026年，是中国AI芯片公司实现“商业变现”的历史性拐点时刻，也是行业从“烧钱研发”到“实现规模化盈利”的转折期。\n　　【国产替代之光，科创自立自强】\n　　科创人工智能ETF华宝（589520）及其联接基金（联接A：024560，联接C：024561）重点布局国产AI产业链，成份股囊括国产GPU龙头（如寒武纪），国产ASIC龙头（如芯原股份）、AI应用龙头（如金山办公），半导体行业权重占比近一半，具备较强进攻性；软件行业权重占比超三成，有望受益于AI应用补涨行情。同时，该ETF是融资融券标的，是一键布局国产算力的高效工具。\n\n　　风险提示：科创人工智能ETF华宝被动跟踪上证科创板人工智能指数，该指数基日为2022.12.30，发布于2024.7.25，该指数2023年、2024年的年度涨跌幅分别为：12.68%、32.36%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估科创人工智能ETF华宝的风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：周守来","news_type":1,"symbols_score_info":{"159982":1.5,"589520":1.5,"688256":1.5,"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"ARTY":1.5}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113813,"gmtCreate":1510339482847,"gmtModify":1704883583961,"author":{"id":"3472080272796284","authorId":"3472080272796284","name":"糖豆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472080272796284","authorIdStr":"3472080272796284"},"themes":[],"title":"携程股票赶紧抛","htmlText":"$携程网(CTRP)$携程股价要跌喽，携程亲子园事件，捆绑销售事件，接下来还会有什么？","listText":"$携程网(CTRP)$携程股价要跌喽，携程亲子园事件，捆绑销售事件，接下来还会有什么？","text":"$携程网(CTRP)$携程股价要跌喽，携程亲子园事件，捆绑销售事件，接下来还会有什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/113813","isVote":1,"tweetType":1,"viewCount":7593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482648151925288,"gmtCreate":1758863161726,"gmtModify":1758863163538,"author":{"id":"3472080272796284","authorId":"3472080272796284","name":"糖豆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472080272796284","authorIdStr":"3472080272796284"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$&nbsp;</a>&nbsp; 茅台降这么快，这是着急着去追寒武纪吗[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$&nbsp;</a>&nbsp; 茅台降这么快，这是着急着去追寒武纪吗[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"$贵州茅台(600519)$ 茅台降这么快，这是着急着去追寒武纪吗[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482648151925288","isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472028763242656,"gmtCreate":1756273486565,"gmtModify":1756274361913,"author":{"id":"3472080272796284","authorId":"3472080272796284","name":"糖豆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472080272796284","authorIdStr":"3472080272796284"},"themes":[],"title":"","htmlText":"寒武纪=贵州茅台[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"寒武纪=贵州茅台[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"寒武纪=贵州茅台[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472028763242656","repostId":"1108423244","repostType":2,"repost":{"id":"1108423244","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756258943,"share":"https://www.laohu8.com/m/news/1108423244?lang=zh_CN&edition=full","pubTime":"2025-08-27 09:42","market":"sh","language":"zh","title":"寒武纪股价突破1400元！上半年营收同比大增4347.82%，扭亏为盈至10.38亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1108423244","media":"老虎资讯综合","summary":"8月27日，$寒武纪(688256)$盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。","content":"<html><head></head><body><p>8月27日，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8275224a838bf7a119f62a69af4e943e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>8月26日晚间，寒武纪披露2025年半年度报告。公告显示，今年上半年，寒武纪实现营业收入28.81亿元，较上年同期增加28.16亿元，同比增长4347.82%；实现归属于上市公司股东的净利润为10.38亿元，归属上市公司股东的扣除非经常性损益的净利润为9.13亿元，均实现了扭亏为盈。</p><p>公告显示，2025年上半年，人工智能算力需求持续增长，寒武纪凭借人工智能芯片产品的核心优势，持续深化与大模型、互联网等前沿领域头部企业的技术合作。寒武纪凭借卓越的产品适配能力和开放合作的务实态度，以技术合作促进应用落地，以应用落地拓展市场规模，营业收入实现了显著增长。</p><p>今年上半年，寒武纪依托于公司在人工智能芯片产品、基础系统软件平台取得的长足进步，公司产品持续在运营商、金融、互联网等多个重点行业规模化部署并通过了客户严苛环境的验证。上半年，寒武纪产品持续优化了软硬件平台可靠性及易用性，在大规模商业场景部署下，可长时间保持稳定性。此外，寒武纪产品在各人工智能典型应用场景具有普适性，获得了客户的广泛认可，体现了公司产品的技术领先优势。</p><p>2025年上半年，寒武纪研发投入4.56亿元，较上年同期增长2.01%。上半年，寒武纪持续进行研发投入。在硬件方面，寒武纪的新一代智能处理器微架构和指令集正在研发中。在软件方面，寒武纪对基础系统软件平台也进行了优化和迭代。其中，在训练软件平台方面，寒武纪规划新功能和通用性支持，大力推进大模型预训练、强化学习训练等业务的支持和优化；在推理软件平台方面，寒武纪持续推进推理软件平台的优化和迭代，在技术创新、产品能力和开源生态建设都取得重要成果。</p><p>同时，寒武纪持续优化基础系统软件平台，生态建设成效逐步显现。凭借领先的技术实力与良好的服务口碑，寒武纪的品牌市场认知度稳步提升。在产学协同领域，寒武纪积极支持多所高校开设基于寒武纪平台的人工智能课程，构建产学研一体化人才培养生态，为技术生态储备长效发展动能。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>寒武纪股价突破1400元！上半年营收同比大增4347.82%，扭亏为盈至10.38亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n寒武纪股价突破1400元！上半年营收同比大增4347.82%，扭亏为盈至10.38亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-27 09:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月27日，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8275224a838bf7a119f62a69af4e943e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>8月26日晚间，寒武纪披露2025年半年度报告。公告显示，今年上半年，寒武纪实现营业收入28.81亿元，较上年同期增加28.16亿元，同比增长4347.82%；实现归属于上市公司股东的净利润为10.38亿元，归属上市公司股东的扣除非经常性损益的净利润为9.13亿元，均实现了扭亏为盈。</p><p>公告显示，2025年上半年，人工智能算力需求持续增长，寒武纪凭借人工智能芯片产品的核心优势，持续深化与大模型、互联网等前沿领域头部企业的技术合作。寒武纪凭借卓越的产品适配能力和开放合作的务实态度，以技术合作促进应用落地，以应用落地拓展市场规模，营业收入实现了显著增长。</p><p>今年上半年，寒武纪依托于公司在人工智能芯片产品、基础系统软件平台取得的长足进步，公司产品持续在运营商、金融、互联网等多个重点行业规模化部署并通过了客户严苛环境的验证。上半年，寒武纪产品持续优化了软硬件平台可靠性及易用性，在大规模商业场景部署下，可长时间保持稳定性。此外，寒武纪产品在各人工智能典型应用场景具有普适性，获得了客户的广泛认可，体现了公司产品的技术领先优势。</p><p>2025年上半年，寒武纪研发投入4.56亿元，较上年同期增长2.01%。上半年，寒武纪持续进行研发投入。在硬件方面，寒武纪的新一代智能处理器微架构和指令集正在研发中。在软件方面，寒武纪对基础系统软件平台也进行了优化和迭代。其中，在训练软件平台方面，寒武纪规划新功能和通用性支持，大力推进大模型预训练、强化学习训练等业务的支持和优化；在推理软件平台方面，寒武纪持续推进推理软件平台的优化和迭代，在技术创新、产品能力和开源生态建设都取得重要成果。</p><p>同时，寒武纪持续优化基础系统软件平台，生态建设成效逐步显现。凭借领先的技术实力与良好的服务口碑，寒武纪的品牌市场认知度稳步提升。在产学协同领域，寒武纪积极支持多所高校开设基于寒武纪平台的人工智能课程，构建产学研一体化人才培养生态，为技术生态储备长效发展动能。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"688256":"寒武纪","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","SG9999001051.SGD":"United Asia Fund SGD","SG9999002950.SGD":"United Asian Growth Opportunities SGD","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999001093.SGD":"United Greater China Fund A Acc SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK0231":"软件信息","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108423244","content_text":"8月27日，寒武纪盘初快速拉升，股价突破1400元，现涨超7%！上半年营收同比大增4347.82%，扭亏为盈至10.38亿。8月26日晚间，寒武纪披露2025年半年度报告。公告显示，今年上半年，寒武纪实现营业收入28.81亿元，较上年同期增加28.16亿元，同比增长4347.82%；实现归属于上市公司股东的净利润为10.38亿元，归属上市公司股东的扣除非经常性损益的净利润为9.13亿元，均实现了扭亏为盈。公告显示，2025年上半年，人工智能算力需求持续增长，寒武纪凭借人工智能芯片产品的核心优势，持续深化与大模型、互联网等前沿领域头部企业的技术合作。寒武纪凭借卓越的产品适配能力和开放合作的务实态度，以技术合作促进应用落地，以应用落地拓展市场规模，营业收入实现了显著增长。今年上半年，寒武纪依托于公司在人工智能芯片产品、基础系统软件平台取得的长足进步，公司产品持续在运营商、金融、互联网等多个重点行业规模化部署并通过了客户严苛环境的验证。上半年，寒武纪产品持续优化了软硬件平台可靠性及易用性，在大规模商业场景部署下，可长时间保持稳定性。此外，寒武纪产品在各人工智能典型应用场景具有普适性，获得了客户的广泛认可，体现了公司产品的技术领先优势。2025年上半年，寒武纪研发投入4.56亿元，较上年同期增长2.01%。上半年，寒武纪持续进行研发投入。在硬件方面，寒武纪的新一代智能处理器微架构和指令集正在研发中。在软件方面，寒武纪对基础系统软件平台也进行了优化和迭代。其中，在训练软件平台方面，寒武纪规划新功能和通用性支持，大力推进大模型预训练、强化学习训练等业务的支持和优化；在推理软件平台方面，寒武纪持续推进推理软件平台的优化和迭代，在技术创新、产品能力和开源生态建设都取得重要成果。同时，寒武纪持续优化基础系统软件平台，生态建设成效逐步显现。凭借领先的技术实力与良好的服务口碑，寒武纪的品牌市场认知度稳步提升。在产学协同领域，寒武纪积极支持多所高校开设基于寒武纪平台的人工智能课程，构建产学研一体化人才培养生态，为技术生态储备长效发展动能。","news_type":1,"symbols_score_info":{"688256":1}},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}