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　　本文源自：金融界

　　寒武纪-U开盘延续大涨，盘中股价一度逼近1400元，距离贵州茅台已不足100元。截至2025年8月25日9时32分，股价为1373元，较昨日收盘价上涨129.8元，涨幅为10.44%。

　　消息面上，寒武纪近期动作频频，上海寒武纪信息科技有限公司注册资本由26亿元增至27亿元。DeepSeek在发布V3.1版本时提到使用了UE8M0 FP8 Scale参数精度，并表示这是针对即将发布的下一代国产芯片设计。

　　此外，高盛上调寒武纪目标价50%至1835元。寒武纪2024年实现营收11.7亿元，同比增长65.56%，今年第一季度营收更是激增至11.1亿元，同比增长超42倍。公募基金认为，在供给端受制于中美科技竞争背景下，国产AI芯片的替代需求迫切，寒武纪作为上市公司在国内算力芯片中的卡位相对领先。

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