1.伯恩斯坦对寒武纪的最新测算——远超预期:一、寒武纪股价暴涨动因:当日寒武纪股价单日飙涨20%,今日再次暴涨。核心催化剂:① 政策替代红利:CN当局明确建议本土企业避免采用英伟达H20 AI芯片;② 供应链预期强化:市场对本土先进逻辑制程产能供应信心提升,预期寒武纪将获新增7nm晶圆产能支持。二、国产AI芯片替代逻辑英伟达H20需求承压:尽管2025年下半年全球H20需求仍超100亿美元,CN...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.