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A-shares chip stocks surged, with Cambrian rising over 8% to reach a historic high.
On November 21, Gelonghui reported that Cambrian Technology rose over 8%, reaching a historic high; Lixun Microelectronics rose over 10%, and companies like Tuojing Technology, advanced micro-fabrication equipment inc. china, konfoong materials international, and hangzhou changchuan technology also saw increases.
Research Report Treasure Hunting | Changjiang Securities: Maintaining the "buy" rating for Cambricon. The wave of AI opens up a long-term growth channel for the company.
GEAT11th November 18th | Changjiang Securities research reports pointed out that Cambricon-U(688256.SH) inventory has significantly increased, laying the groundwork for future growth in the backdrop of strong domestic demand for computing power in the current market. Currently, the AI industry is booming, with AI hardware demand expanding step by step. China's demand for domestic AI chips continues to rise, driving the industry's growth momentum with the upward trend in growth rate and domestic market share. As a leading domestic AI chip company, Cambricon's orders are gradually being fulfilled, coupled with the chip supply capabilities and cost control capabilities shown in the company's 2024Q3 financial statements, indicating promising future performance.
Cambrian-U (688256): Stocking has significantly increased, and the wave of AI has opened a long-term growth channel for the company.
Event description: Cambrian issued the third quarter report for 2024. In the first three quarters of 2024, the company achieved revenue of 0.185 billion yuan, a year-on-year growth of 27.09%, and a net income of -0.724 billion yuan attributable to the parent company; among them, 2024 Q3 public.
Express News | Star market review: the software sector shows strong gains, while the semiconductor sector is performing actively.
Minsheng Securities: Industry cloud merchants' capital expenditure steadily increasing, with continuous strong demand for electronic computing power.
The total capital expenditure of the four major cloud businesses in North America in CY3Q24 was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; market media unanimously expected the total capital expenditure of the four major cloud businesses in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Express News | Cambrian plummeted, domestic EDA concept stocks rose, and many companies responded to market rumors.
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