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A股新“股王”!寒武紀盤中股價超越茅台

8月27日,寒武紀股價午後持續拉昇,盤中大升10%報1462元,超越貴州茅台,成為A股新股王。

本月,寒武紀升幅超100%,2023年至今累計升幅近2500%,總市值一度超6000億元。

公司昨晚發佈半年報顯示,2025年上半年實現營收28.81億元,同比增長4347.82%。

淨利潤10.38億元,而去年同期虧損5.3億元,同比實現扭虧為盈。

營收大增的背後,寒武紀表示,主要系本期公司持續拓展市場,積極助力人工智能應用落地,報吿期內收入較上年同期大幅增長。

此前,高盛已上調寒武紀目標價50%至1835元。

主要原因包括中國雲計算資本支出提高、芯片平台多樣化、寒武紀研發投入增大等。

高盛指出,中國信息通信研究院宣佈包括寒武紀在內的8家公司通過了DeepSeek適配測試,再次印證了對寒武紀強大研發能力的積極看法。

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