半导体“妖王”,暴涨1565亿

契阔资本
25 Oct 2024

半导体“妖王”,暴涨1565亿两年十倍,头顶“AI芯片第一股”光环的寒武纪上演了一出绝地反击。站在AI的风口之上,寒武纪总算是暂时摆脱了危机。但从长远来看,不管概念如何火爆,业绩才是最终的归宿。且从寒武纪目前的财务表现来看,其丝毫没有扭亏的迹象。站在资本市场的角度,如果风口过后,寒武纪依旧没能抓住机会实现扭亏,那么等待寒武纪的,大概率将会是被资本市场再次“抛弃”。当然,市场也并非没给过寒武纪机会,...

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