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中報行情在即!端側AI大牛股重磅公告:新品推廣取得階段性成果

今日,AI硬件集體大爆發,端側AI芯片企業炬芯科技漲2.23%,最新報50.88元/股,總市值74.35億元。

自去年9月24日以來,炬芯科技股價累計漲超152.6%,並在5月7日創下階段新高57元/股。

近一個多月,炬芯科技雖有所回調,但非常抗跌,5月7日至今的跌幅僅爲8.85%。

端側AI芯片已快速起量

盤後,炬芯科技發佈新品推廣情況的公告,稱公司端側AI新品推廣取得階段性成果。

炬芯科技透露,基於存內計算技術的端側AI音頻芯片新品已推出了ATS323X、ATS286X、 ATS362X產品系列。

據悉,炬芯科技的端側AI新品採用CPU+DSP+NPU三核異構的設計架構,其中NPU單核實現100GOPS的AI算力,能效比高達6.4TOPS/W @INT8。

其中,ATS323X系列面向低延遲高音質私有無線音頻領域,ATS286X系列面向藍牙AI音頻領域,ATS362X系列面向端側AI處理器領域。

ATS323X在客戶首款終端產品量產後短時間內快速起量,端側AI新品推廣取得階段性成果。

ATS286X、ATS362X在多家頭部品牌客戶中已導入立項,未來可期。

在此前6月10日的機構調研中,炬芯科技預計,今年新產品將對營收以及ASP持續產生正向拉動的影響。

炬芯科技有着超過10年的藍牙音頻芯片經驗,已進入榮耀、realme、傳音、JBL、倍思、TOZO等終端耳機品牌供應鏈。

除了AI音頻領域,炬芯科技針對AI眼鏡、智能手錶等智能穿戴類芯片也正在研發中。

據介紹,新一代智能穿戴芯片將採用三核架構,搭載存內計算技術,將爲下遊客戶提供更具競爭力的芯片平臺與產品解決方案。

重視景氣投資

此前,格隆匯就曾報道,得益於端側AI的快速發展,芯科技一季度業績創下歷史新高,淨利潤同比增長近4倍

接下來,A股將進入中報業績預告密集披露期,像炬芯科技這樣業績翻倍的個股必將受到投資者青睞。

興業證券策略團隊也認爲,隨着中報業績預告陸續披露,6月至7月中這段時間,景氣投資或更加有效。

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