688256 Cambricon
- 250.73
- -5.07-1.98%
Cambricon News
Hanjun (688256.SH) plans to spend 20 million to 40 million yuan to repurchase shares, with a repurchase price not exceeding 297.77 yuan per share.
Cambrian (688256.SH) announcement, the company intends to use its own funds to repurchase shares, and all repurchased shares will be used...
Nanshui sold more than 0.3 billion yuan of Maotai, while Beishui further bought more than 0.4 billion Hong Kong dollars of Tencent.
Track the latest trends of north-south directional funds.
Northbound capital sold a net of 4.183 billion yuan worth of A-shares, and contrary to the trend, increased holdings of BYD Company Limited, Cambricon Technologies, and Agricultural Bank of China.
The northbound funds sold a net of 4.183 billion yuan of A-shares today. Among them, kweichow moutai, wuliangye yibin, and zhongji innolight suffered net sales of 0.336 billion yuan, 0.27 billion yuan, and 0.227 billion yuan respectively. BYD Company Limited, Cambricon Technologies Corporation, and Agricultural Bank of China received net purchases of 0.41 billion yuan, 0.257 billion yuan, and 0.254 billion yuan respectively.
After the Recent Decline, Cambricon Technologies Corporation Limited (SHSE:688256) CEO Tianshi Chen's Holdings Have Lost 6.6% of Their Value
Industrial midterm strategy of Minsheng Securities: Cloud integration is the trend, paying attention to supply chain transformation opportunities.
Major manufacturers have also been introducing AI terminals, and cloud integration has become the next trend for industrial development. In the supply chain revolution, the fully upgraded computing power industry chain is also worthy of attention.
Huafu Securities: How to calculate the computing power required for large-scale AI text model training?
Zhītōng Cáijīng APP has learned that Huáfú Securities issued a research report stating that, according to the formula for calculating supply and demand on the demand side, assuming that the industry growth trend continues to follow Scaling Law, and through assumptions on Nvidia GPU's FP16 computing power, training market, computing power utilization rate, etc., the GPU demand is derived. Using Nvidia Hopper/Blackwell/next-generation GPU card FP16 computing power as the reference, the bank believes that the global demand for GPU on the text-based large model AI training side in 2024-2026 will be 2.71/5.92/12.44 million units. It is recommended to pay attention.
Research Nuggets丨Huafu Securities: First Cambrian “buy” rating, which is expected to continue to benefit under the booming trend of AI
According to the Huafu Securities Research Report, AI computing power is a top priority for domestic production, and there is broad scope for future development. As a domestic AI chip leader, Cambrian (688256.SH) is expected to continue to benefit from the gradual construction of product advantages. Furthermore, the domestic policy side continues to provide policy support, and the company is expected to receive more orders in domestic intelligent computing construction to support the company's rapid growth. The bank believes that the company, as the target of scarce domestic AI chips, is expected to benefit from the booming development of the AI industry and the dual logic of replacing domestic computing power, so it can enjoy a certain valuation premium. It is expected that the company will
Ping An Securities: GPT-4o performance and practicality breakthroughs are expected to accelerate the implementation of large model applications
Currently, large models around the world are gradually showing a development trend from one-sided performance competition to putting equal emphasis on performance and practicality.
Bullish: Analysts Just Made A Substantial Upgrade To Their Cambricon Technologies Corporation Limited (SHSE:688256) Forecasts
Cambricon Technologies Corporation Limited (SHSE:688256) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates
Cambrian (688256.SH) announced first-quarter results with a net loss of 227 million yuan
Cambrian (688256.SH) released its report for the first quarter of 2024, achieving 2566 operating income during the reporting period...
Forecast: Analysts Think Cambricon Technologies Corporation Limited's (SHSE:688256) Business Prospects Have Improved Drastically
Oriental Securities: The development of major models such as KMI and Step Star is expected to continue to drive demand for computing power
As the number of visits to large models such as Kimi continues to increase, the length of long text increases, and the number of model parameters and training tokens increases, the demand for inference computing power and training computing power is expected to continue to increase. In the wave of computing power, localization of computing power is a long-term trend, and demand is expected to continue to rise.
Everbright Securities: Hewlett-Packard, Hewlett-Packard Enterprise, and Dell Technologies had mixed performance and strong growth in AI server demand
Dell Technology's FY4Q24 performance exceeded market expectations, and the AI server business grew strongly.
Cambricon Technologies' 2023 Loss Narrows; Shares Rise 5%
Cambrian Period (688256.SH): Cumulative repurchases of 232,400 shares as of January 31
Glonghui, Feb. 1 | Cambrian (688256.SH) announced that as of January 31, 2024, the company had repurchased 232,440 shares through centralized bidding transactions through the Shanghai Stock Exchange trading system, accounting for 0.06% of the company's total share capital of 416,594,451 shares. The highest price for the repurchase transaction was RMB 157.01 per share, the lowest price was RMB 106.50 per share, and the total amount of capital paid was RMB 29,227,554.43 (excluding transaction fees such as stamp duty and transaction fees).
Everbright Overseas: Frequent catalysts confirm that the AI computing power industry chain continues to be booming and strengthens confidence in AI-themed investments
Everbright overseas released a research report saying that recent industry events have been catalyzed frequently, confirming that the AI computing power industry chain continues to be booming and strengthens confidence in AI-themed investments.
Guohai Securities: AI servers have fulfilled or exceeded expectations to maintain the computer industry's “recommended” rating
Guohai Securities released a research report saying that AI big model inference and training is expected to drive AI computing power demand, and AI chip vendors and server manufacturers are expected to continue to benefit.
Saudi Arabia has almost doubled its valuation of the value of its mineral resources
On the evening of the 10th Beijing time, Saudi Arabia's official sources said on Wednesday that the country had almost doubled its estimate of the value of its mineral resources and signed a lucrative deal at the Future Minerals Forum (Future Minerals Forum) in Riyadh this week. Saudi Minister of Mineral Resources and Industry Bandar Al Khorayef said Saudi untapped mineral reserves are estimated to have jumped from $1.3 trillion predicted in 2016 to $2.5 trillion. These resources include gold, copper, phosphate, and rare earth elements, and huge oil reserves in Saudi Arabia
Cambrian Period (688256.SH): A total cost of 22.989 million yuan to buy back 180,000 shares
Glonghui, January 2, 丨 Cambrian (688256.SH) announced that as of December 31, 2023, the company had repurchased a total of 181,440 shares through centralized bidding transactions through the Shanghai Stock Exchange trading system, accounting for 0.04% of the company's total share capital of 416,594,451 shares. The highest price for the repurchase transaction was RMB 157.01 per share, the lowest price was RMB 106.50 per share, and the total amount of capital paid was RMB 22,989,196.66.
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