EPISODE · Apr 30, 2026 · 7 MIN
寒武纪炸裂季报：国产AI芯片护城河成形
from 深度
寒武纪2026年一季报营收暴增159%，净赚10亿，股价逼近1700元。合同负债跳增4亿，研发费用率大降，Day0级适配能力显现，国产AI芯片护城河渐成，130倍PE背后是稀缺性与生态壁垒。
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寒武纪炸裂季报：国产AI芯片护城河成形
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