EPISODE · Jul 25, 2026 · 9 MIN
云豹智能估值 142 亿！腾讯重仓的深圳芯片黑马，能否打破英伟达垄断？
from AI解研说
又一国产硬核芯片企业冲刺 IPO！深圳 DPU 龙头云豹智能冲击创业板，投后估值高达 142 亿，腾讯持股近 20% 深度绑定加持！作为国产 DPU 芯片第一梯队，产品对标英伟达，已实现规模化商用，出货量突破 8 万颗，卡位 AI 算力时代核心运力芯片赛道。但高光之下隐患十足：连续多年巨亏、累计亏损超 11 亿，研发烧钱不止；营收超 95% 依赖腾讯，客户高度集中；上游被海外厂商卡脖子，还要直面英伟达、华为海思的激烈竞争。本期深度拆解：国产 DPU 龙头的突围机遇与致命短板！
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云豹智能估值 142 亿！腾讯重仓的深圳芯片黑马，能否打破英伟达垄断？
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