前有英伟达,后有寒武纪,一个问鼎全球市值之巅,一个一度坐上A股“股王”宝座,AI芯片理所当然地成为资本市场的“兵家必争之地”,赛道也愈发拥挤。短短一个多月内,摩尔线程、沐曦股份与壁仞科技已相继登陆二级市场,1月22日晚间,燧原科技也发起冲刺。 然而,作为“国产GPU四小龙”中最后一家叩响资本市场大门的公司,燧原科技所面临的局面已悄然改变:市场的“稀缺性溢价”正在消退。当故事的热度逐渐让位于数据的...
Source Link前有英伟达,后有寒武纪,一个问鼎全球市值之巅,一个一度坐上A股“股王”宝座,AI芯片理所当然地成为资本市场的“兵家必争之地”,赛道也愈发拥挤。短短一个多月内,摩尔线程、沐曦股份与壁仞科技已相继登陆二级市场,1月22日晚间,燧原科技也发起冲刺。 然而,作为“国产GPU四小龙”中最后一家叩响资本市场大门的公司,燧原科技所面临的局面已悄然改变:市场的“稀缺性溢价”正在消退。当故事的热度逐渐让位于数据的...
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