国产GPU三巨头2025年度业绩重磅出炉,全线狂飙!其中寒武纪营收64.97亿元,同比暴涨453.21%,归母净利润20.59亿元,首度扭亏为盈;摩尔线程、沐曦股份营收分别大涨243%、121%,亏损大幅收窄,国产替代进入爆发期。对比全球龙头英伟达,其全年营收增长约65%,虽体量遥遥领先,但增速远低于国产厂商,这表明在出口管制与算力自主需求的推动下,国产GPU快速抢占市场,中国算力军团正强势突围。
Source Link国产GPU三巨头2025年度业绩重磅出炉,全线狂飙!其中寒武纪营收64.97亿元,同比暴涨453.21%,归母净利润20.59亿元,首度扭亏为盈;摩尔线程、沐曦股份营收分别大涨243%、121%,亏损大幅收窄,国产替代进入爆发期。对比全球龙头英伟达,其全年营收增长约65%,虽体量遥遥领先,但增速远低于国产厂商,这表明在出口管制与算力自主需求的推动下,国产GPU快速抢占市场,中国算力军团正强势突围。
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