国海证券给予寒武纪增持评级

每日经济新闻07-21 13:30

国海证券07月21日发布研报称，给予寒武纪（688256.SH，最新价：268.4元）增持评级。评级理由主要包括：1）实控人提议回购公司股份，将用于员工持股计划与股权激励；2）持续专注通用型AI芯片研发，针对训练推理场景重点优化；3）公司持续推动智能处理器微架构及指令集的迭代优化工作；4）持续强化软件生态平台建设，国产AI算力需求加速提升；5）国产AI算力需求加速提升。风险提示：宏观经济影响下游...

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