02/04/2025, 06:25 PM UTC
谁在投资寒武纪Who is Investing in Cambrian Era?
<p>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；</p><p>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；</p><p>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；</p><p>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；</p><p>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。</p><p>➀ Cambrian Era has been striving to become the Chinese version of NVIDIA for nine years, with investors already enjoying the stock price surge; <p>➁ Yuanhe Yuandian, an early investor, was confident in Cambrian Era's potential due to its technology and market prospects; <p>➂ Huawei's support accelerated Cambrian Era's commercialization, but the company faced challenges after losing Huawei as a major customer; <p>➃ Cambrian Era's revenue mainly comes from government-led projects, raising concerns about its sustainability; <p>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.</p>
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