02/04/2025, 10:25 AM UTC
谁在投资寒武纪Who is Investing in Cambrian Era?
➀ 寒武纪在过去九年里一直努力成为中国版的英伟达，投资者已经享受到了股价的飙升；
➁ 元禾原点作为早期投资者，因其技术和市场前景对寒武纪充满信心；
➂ 华为的支持加速了寒武纪的商业化进程，但失去华为这一重要客户后，公司面临挑战；
➃ 寒武纪的收入主要来自政府主导的项目，这引发了对其可持续性的担忧；
➄ 尽管面临挑战，公募基金和ETFs仍在投资寒武纪，受到AI行业增长和国内替代趋势的驱动。
➀ Cambrian Era has been striving to become the Chinese version of NVIDIA for nine years, with investors already enjoying the stock price surge;
➁ Yuanhe Yuandian, an early investor, was confident in Cambrian Era's potential due to its technology and market prospects;
➂ Huawei's support accelerated Cambrian Era's commercialization, but the company faced challenges after losing Huawei as a major customer;
➃ Cambrian Era's revenue mainly comes from government-led projects, raising concerns about its sustainability;
➄ Despite challenges,公募基金 and ETFs have been investing in Cambrian Era, driven by the AI sector's growth and domestic substitution trends.
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