The Cambrian era of big bull stocks breaks out again!In early trading on August 22, as of 10:25, the domestically produced "Nvidia" - Cambrian performed strongly, rising nearly 14% during the session. The stock price continued to hit a record high, with a total market value of more than 494 billion yuan, surpassing SMIC in one fell swoop, ranking first in the market value of the Science and Technology Innovation Board, and becoming the "new brother" of the Science and Technology Innovation Board.
It should be added that as of 11:30, the increase in Cambrian’s stock price has declined, and the latest stock price is1164.45Yuan; while SMIC’s share price is98.59Yuan.
However, the current GEM index has risen by more than 1%, and the computing power sector where Cambrian is located has led the gains.
It is worth mentioning that yesterday (August 21), Cambrian’s stock price hit a new high, with a market value of over 440 billion yuan.
As of yesterday's close, Cambrian's turnover reached 11.93 billion yuan, ranking first on the Science and Technology Innovation Board.
On the news, DeepSeek mentioned in the official article announcing the release of DeepSeek-V3.1 that UE8M0 FP8 is designed for the upcoming next-generation domestic chip.
CITIC Securities analysis believes that,AI will continue to be the biggest driving force for the upward growth of the semiconductor industry. On the one hand, the demand for cloud AI continues to be strong; on the other hand, terminal AI applications are expected to accelerate their implementation.
Against this background, domestic semiconductor manufacturers are expected to benefit significantly from the subsequent development of the AI industry.
From the perspective of a listed company, its investment logic can be divided into two main lines: the cloud focuses on localization, and the terminal focuses on downstream growth.
