* 中国人工智能(AI)芯片公司--寒武纪688256.SS周五早盘一度泻8.9%,从近期创下的历史新高回落。
* 寒武纪周四发布业绩快报,随着人工智能应用落地,其去年营收同比大增逾六成,带动公司业绩同比大幅减亏。
该公司发布在上交所网站的公告显示,2024年净亏4.43亿元人民币,较上年同期的亏损8.5亿元收窄47.8%;营业总收入同比增65.6%,至11.7亿元。
* 华尔街周四对全球AI龙头--Nvidia(辉达/英伟达)NVDA.O的季度财测看法暗淡,推动该股重挫超8%,使过去三个月来备受市场质疑的"七巨头"股价进一步承压。
英伟达的增速正在放缓。Nvidia预计营收增幅约为65%,与过去一年中投资者习惯的三位数增幅相去甚远;该公司还预计毛利率将下滑至71%,为至少一年以来的最低水平。 (完)
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(发稿 刘珞焱;审校 田镧沁)
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