688256 寒武纪
已收盘 08-08 15:00:00
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寒武纪获融资买入3.76亿元，居两市第25位
金融界 · 32分钟前
寒武纪获融资买入3.76亿元，居两市第25位
成都汇阳投资关于大模型竞赛进行中，算力基础设施投资仍将持续
全景网 · 08-08 03:25
成都汇阳投资关于大模型竞赛进行中，算力基础设施投资仍将持续
主力个股资金流出前20：中芯国际流出4.73亿元、天娱数科流出4.70亿元
金融界 · 08-08 02:39
主力个股资金流出前20：中芯国际流出4.73亿元、天娱数科流出4.70亿元
2025世界机器人大会今日开幕！叠加GPT-5模型发布，新一轮AI浪潮催化可期！
格隆汇资讯 · 08-08 01:48
2025世界机器人大会今日开幕！叠加GPT-5模型发布，新一轮AI浪潮催化可期！
8月7日杠杆资金净买入前十：寒武纪（5.33亿元）、北方稀土（4.07亿元）
金融界 · 08-08 01:09
8月7日杠杆资金净买入前十：寒武纪（5.33亿元）、北方稀土（4.07亿元）
“化石神经系统”揭示蜘蛛起源于海洋
金融界 · 08-07 21:44
“化石神经系统”揭示蜘蛛起源于海洋
AI产业跟踪：GPT-5发布在即 关注AIAGENT落地进展
长江证券 · 08-07 16:00
AI产业跟踪：GPT-5发布在即 关注AIAGENT落地进展
东吴证券：AI定制芯片赛道高景气 国内厂商加速布局
智通财经 · 08-07 08:43
东吴证券：AI定制芯片赛道高景气 国内厂商加速布局
政策落地或推动并购加速，机构称主线或围绕双创板块展开
每日经济新闻 · 08-07 06:09
政策落地或推动并购加速，机构称主线或围绕双创板块展开
先进封装(Chiplet)概念盘中拉升，气派科技涨5.66%
市场透视 · 08-07 03:24
先进封装(Chiplet)概念盘中拉升，气派科技涨5.66%
寒武纪：高研发投入筑牢竞争力 业绩呈良好增长态势
中国财富网 · 08-07 03:04
寒武纪：高研发投入筑牢竞争力 业绩呈良好增长态势
寒武纪-U涨3.12% 半导体板块受AI资本开支扩张刺激及资金流入推动
智选洞察 · 08-07 02:52
寒武纪-U涨3.12% 半导体板块受AI资本开支扩张刺激及资金流入推动
计算机行业周报：FIGMA云端设计协同领航 全球首款通用AI科研智能体问世
华鑫证券 · 08-06 16:00
计算机行业周报：FIGMA云端设计协同领航 全球首款通用AI科研智能体问世
AI ASIC：海外大厂视角下 定制芯片的业务模式与景气度展望
东吴证券 · 08-06 16:00
AI ASIC：海外大厂视角下 定制芯片的业务模式与景气度展望
中证智选高端制造50策略指数报1537.48点，前十大权重包含京东方A等
金融界 · 08-06 13:06
中证智选高端制造50策略指数报1537.48点，前十大权重包含京东方A等
据券商伯恩斯坦预计随着中国芯片制造商抢占市场英伟达在中国AI芯片市场的份额将从2023年的66%下滑至2025年的54%
智通财经 · 08-06 12:52
据券商伯恩斯坦预计随着中国芯片制造商抢占市场英伟达在中国AI芯片市场的份额将从2023年的66%下滑至2025年的54%
SIA：全球半导体销售额第二季度达1797亿美元
电子产品世界 · 08-06 08:12
SIA：全球半导体销售额第二季度达1797亿美元
58.88亿元资金涌入！科创AIETF(588790)上涨，其吸金能力和规模均位居同类断层第一
格隆汇 · 08-06 03:55
58.88亿元资金涌入！科创AIETF(588790)上涨，其吸金能力和规模均位居同类断层第一
上证信息技术行业分层等权重指数上涨0.29%，前十大权重包含寒武纪等
金融界 · 08-05
上证信息技术行业分层等权重指数上涨0.29%，前十大权重包含寒武纪等
先进封装(Chiplet)概念盘中拉升，劲拓股份涨8.11%
市场透视 · 08-05
先进封装(Chiplet)概念盘中拉升，劲拓股份涨8.11%
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公司概况
公司名称：
中科寒武纪科技股份有限公司
所属行业：
软件和信息技术服务业
上市日期：
2020-07-20
主营业务：
中科寒武纪科技股份有限公司的主营业务是应用于各类云服务器、边缘计算设备、终端设备中人工智能核心芯片的研发、设计和销售，以及为客户提供芯片产品。公司的主要产品是云端智能芯片及板卡、智能整机、边缘产品线、IP授权、基础系统软件平台、智能计算集群系统业务。2025年1月，公司获得胡润研究院“2024胡润中国人工智能企业50强”荣誉称号并位居榜首。
发行价格：
64.39
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10:39","pubTimestamp":1754620754,"startTime":"0","endTime":"0","summary":"截至8月8日开盘一小时，主力资金流出前20的股票分别为：中芯国际、天娱数科、寒武纪-U、长城军工、东方精工、东方财富、华胜天成、汉得信息、鼎捷数智、硕贝德、三博脑科、用友网络、常山北明、东方国信、万兴科技、赛力斯、利德曼、海立股份、指南针、拓维信息。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808104525a47c28b7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:48","pubTimestamp":1754617730,"startTime":"0","endTime":"0","summary":"今日在北京召开为期5天的2025 世界机器人大会，将有200余家企业参展，英伟达公司将深度参与，1500件展品涵盖工业机器人、仿生机器人等。西部证券认为，目前人形机器人进入工业场景，已经成为国内外确定性较高的应用趋势，人形机器人商业化落地可期，人工智能大模型不断升级优化，后续建议关注具身智能产业链相关事件催化。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080809485594d6b28b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:09","pubTimestamp":1754615358,"startTime":"0","endTime":"0","summary":"沪深两市数据显示，8月7日，融资净买入前十的股票分别为：寒武纪（5.33亿元）、北方稀土（4.07亿元）、硕贝德（2.95亿元）、东山精密（2.57亿元）、太辰光（2.02亿元）、东方财富（2.01亿元）、博瑞医药（1.90亿元）、西部证券（1.81亿元）、盛和资源（1.80亿元）、东信和平（1.69亿元）。本文源自：金融界作者：金股通","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808091425a47bf99c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:43","pubTimestamp":1754556183,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东吴证券发布研报称，随着AI算力需求爆发，ASIC定制芯片市场迎来高速增长期。博通与Marvell合计占据超60%市场份额，国内厂商如芯原股份等正加速布局。AIASIC景气度高涨，博通、Marvell业绩持续兑现拆分博通、Marvell营收及毛利率与翱捷科技、芯原股份、AIChip、GUC毛利率发现，1)定制业务景气度持续高增但毛利率或承压。随着国内厂商逐渐布局AIASIC，定制业务毛利率水平将有望大幅增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080716533197394a7a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:09","pubTimestamp":1754546954,"startTime":"0","endTime":"0","summary":"8月7日午后，沪指小幅上涨，医药生物、电力设备等行业板块领跌，美容护理、有色金属等领涨。国联民生指出，政策落地或推动并购加速，主线围绕双创展开。政策来看，自去年9月24日“并购六条”发布以来，并购重组迎来新一轮政策宽松期。今年5月16日并购管理办法修订稿正式出台，政策基调维持宽松，进一步鼓励上市公司之间吸收合并，并购重组热度有望延续。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807141148a6d8126c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1754496000,"startTime":"0","endTime":"0","summary":"AI 应用： Kimi 周平均停留时长环比 +8.37%，全球首款通用AI 科研智能体问世7 月29 日，在这届WAIC 的未来发展论坛上，上海交大青年博导、CVPR 满分论文得主张林峰，深势科技创始人张林峰，与上海交大陈思衡，共同发布了全球首个通用科研智能体SciMaster。投资建议7 月31 日，微软发布2025 财年第四季度财报以及2025 财年全年业绩。当前资本开支周期延续，AI+云设施闭环加速形成，坚定看好全球智能基建及微软生态核心应用。3）AI 应用落地效果不及预期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807163141a47a7c53&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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定制芯片的业务模式与景气度展望","url":"https://stock-news.laohu8.com/highlight/detail?id=2557472532","media":"东吴证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557472532?lang=zh_cn&edition=full","pubTime":"2025-08-07 00:00","pubTimestamp":1754496000,"startTime":"0","endTime":"0","summary":"ASIC 业务模式下需要服务商具备什么能力？28 年定制芯片市场规模将达554 亿美元，博通、Marvell 指引均高增。AI ASIC 景气度高涨，博通、Marvell 业绩持续兑现。随着AIChip、GUC 等厂商加入AI 定制芯片竞争，定制业务毛利率或将承压。2）博通、Marvell 代表AI ASIC 放量稳态毛利率水平，国产逐步入局AI ASIC，未来毛利率提升空间广阔。随着国内厂商逐渐布局AIASIC，定制业务毛利率水平将有望大幅增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807155208a6d83c02&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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