Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
最温柔的女老板:轻松下载心仪的视频!
随机图片

最温柔的女老板:轻松下载心仪的视频!

更新时间: 浏览次数: 683

400电话:123456(点击咨询)
最温柔的女老板:轻松下载心仪的视频!各观看免费《今日汇总》
最温柔的女老板:轻松下载心仪的视频!各热线观看免费2025已更新(2025已更新)








最温柔的女老板:轻松下载心仪的视频!观看免费电话:(1)123456(点击咨询)(2)123456(点击咨询)








最温柔的女老板:轻松下载心仪的视频!观看免费热线(1)123456(点击咨询)(2)123456(点击咨询)




最温柔的女老板:轻松下载心仪的视频!各区点热线观看免费《今日发布》
Random Image 最温柔的女老板:轻松下载心仪的视频!电话








7天观看免费人工电话为您、最温柔的女老板:轻松下载心仪的视频!团队在调度中心的统筹调配下,线下专业及各地区人员团队等专属,整个报修流程规范有序,后期同步跟踪查询公开透明。








所有团队均经过专业培训、持证上岗,所用产品配件均为原厂直供,








最温柔的女老板:轻松下载心仪的视频!各观看免费《今日汇总》2025已更新(今日/推荐)








最温柔的女老板:轻松下载心仪的视频!电话区域:








昭通市(永善县、鲁甸县、水富市、大关县、彝良县、盐津县、绥江县、昭阳区、镇雄县、巧家县、威信县)








丽江市(华坪县、宁蒗彝族自治县、永胜县、古城区、玉龙纳西族自治县)








遂宁市(船山区、蓬溪县、大英县、射洪市、安居区)








大连市(普兰店区、金州区、甘井子区、旅顺口区、中山区、西岗区、沙河口区、庄河市、瓦房店市、长海县)  贺州市(钟山县、八步区、昭平县、平桂区、富川瑶族自治县)








宝鸡市(凤县、金台区、眉县、太白县、岐山县、凤翔区、陇县、麟游县、扶风县、陈仓区、渭滨区、千阳县)








东莞市








枣庄市(市中区、台儿庄区、峄城区、山亭区、滕州市、薛城区)巴音郭楞蒙古自治州(和静县、轮台县、若羌县、尉犁县、和硕县、且末县、库尔勒市、焉耆回族自治县、博湖县)








唐山市(滦南县、古冶区、玉田县、丰南区、开平区、迁安市、遵化市、丰润区、曹妃甸区、滦州市、路北区、乐亭县、迁西县、路南区)  中卫市(沙坡头区、中宁县、海原县)








哈尔滨市(平房区、木兰县、方正县、松北区、尚志市、香坊区、双城区、呼兰区、通河县、依兰县、道外区、南岗区、阿城区、巴彦县、延寿县、宾县、道里区、五常市)








长治市(潞州区、襄垣县、沁县、上党区、屯留区、长子县、沁源县、潞城区、壶关县、武乡县、黎城县、平顺县)








永州市(零陵区、蓝山县、江华瑶族自治县、宁远县、新田县、道县、双牌县、江永县、祁阳市、东安县、冷水滩区)








鹤壁市(淇县、浚县、鹤山区、淇滨区、山城区)








金华市(永康市、婺城区、金东区、浦江县、兰溪市、义乌市、武义县、磐安县、东阳市)








吉安市(永新县、遂川县、吉安县、新干县、井冈山市、峡江县、吉水县、安福县、青原区、永丰县、泰和县、万安县、吉州区)








普洱市(宁洱哈尼族彝族自治县、孟连傣族拉祜族佤族自治县、江城哈尼族彝族自治县、思茅区、景谷傣族彝族自治县、西盟佤族自治县、墨江哈尼族自治县、镇沅彝族哈尼族拉祜族自治县、澜沧拉祜族自治县、景东彝族自治县)








乌鲁木齐市(水磨沟区、米东区、头屯河区、沙依巴克区、天山区、新市区、达坂城区、乌鲁木齐县)








果洛藏族自治州(玛多县、甘德县、久治县、达日县、班玛县、玛沁县)








潍坊市(临朐县、昌邑市、寒亭区、安丘市、潍城区、奎文区、坊子区、昌乐县、高密市、青州市、寿光市、诸城市)








晋城市(城区、陵川县、阳城县、泽州县、沁水县、高平市)








安阳市(文峰区、安阳县、滑县、龙安区、北关区、殷都区、汤阴县、内黄县、林州市)








常州市(钟楼区、新北区、金坛区、天宁区、武进区、溧阳市)








新余市(渝水区、分宜县)








通化市(柳河县、东昌区、通化县、辉南县、梅河口市、二道江区、集安市)








甘孜藏族自治州(巴塘县、得荣县、新龙县、丹巴县、色达县、雅江县、九龙县、甘孜县、泸定县、炉霍县、白玉县、道孚县、理塘县、稻城县、德格县、石渠县、康定市、乡城县)








楚雄彝族自治州(武定县、牟定县、南华县、大姚县、元谋县、永仁县、双柏县、禄丰市、姚安县、楚雄市)








乌兰察布市(兴和县、化德县、察哈尔右翼中旗、四子王旗、察哈尔右翼后旗、商都县、卓资县、丰镇市、集宁区、察哈尔右翼前旗、凉城县)








汕头市(澄海区、潮南区、潮阳区、龙湖区、南澳县、濠江区、金平区)
400电话:123456(点击咨询)
最温柔的女老板:轻松下载心仪的视频!各观看免费《今日汇总》《今日发布》
最温柔的女老板:轻松下载心仪的视频!各观看免费《今日汇总》(2025已更新)








最温柔的女老板:轻松下载心仪的视频!观看免费电话:(1)123456(点击咨询)(2)123456(点击咨询)








最温柔的女老板:轻松下载心仪的视频!观看免费热线(1)123456(点击咨询)(2)123456(点击咨询)




最温柔的女老板:轻松下载心仪的视频!各观看免费《今日汇总》【2025已更新列表】
最温柔的女老板:轻松下载心仪的视频!电话








7天观看免费人工电话为您、最温柔的女老板:轻松下载心仪的视频!团队在调度中心的统筹调配下,线下专业及各地区人员团队等专属,整个报修流程规范有序,后期同步跟踪查询公开透明。








所有团队均经过专业培训、持证上岗,所用产品配件均为原厂直供,








最温柔的女老板:轻松下载心仪的视频!中心2025已更新(今日/推荐)








最温柔的女老板:轻松下载心仪的视频!电话区域:








运城市(垣曲县、稷山县、闻喜县、河津市、盐湖区、万荣县、绛县、临猗县、夏县、永济市、平陆县、芮城县、新绛县)








克拉玛依市(白碱滩区、独山子区、乌尔禾区、克拉玛依区)








塔城地区(托里县、裕民县、和布克赛尔蒙古自治县、沙湾市、乌苏市、额敏县、塔城市)








达州市(渠县、开江县、通川区、万源市、宣汉县、达川区、大竹县)  榆林市(靖边县、吴堡县、米脂县、子洲县、定边县、横山区、清涧县、府谷县、神木市、绥德县、佳县、榆阳区)








泰安市(泰山区、东平县、宁阳县、岱岳区、新泰市、肥城市)








嘉兴市(海宁市、秀洲区、平湖市、嘉善县、桐乡市、南湖区、海盐县)








龙岩市(漳平市、连城县、新罗区、武平县、永定区、长汀县、上杭县)赣州市(上犹县、全南县、于都县、南康区、崇义县、定南县、宁都县、大余县、赣县区、信丰县、章贡区、兴国县、龙南市、瑞金市、石城县、会昌县、寻乌县、安远县)








仙桃市(潜江市、神农架林区、天门市)  芜湖市(镜湖区、南陵县、无为市、繁昌区、鸠江区、湾沚区、弋江区)








防城港市(防城区、上思县、东兴市、港口区)








武汉市(青山区、黄陂区、蔡甸区、江汉区、武昌区、汉南区、新洲区、洪山区、江夏区、硚口区、江岸区、东西湖区、汉阳区)








昆明市(五华区、安宁市、寻甸回族彝族自治县、富民县、官渡区、宜良县、西山区、晋宁区、嵩明县、东川区、盘龙区、禄劝彝族苗族自治县、石林彝族自治县、呈贡区)临沧市(云县、镇康县、耿马傣族佤族自治县、沧源佤族自治县、永德县、凤庆县、临翔区、双江拉祜族佤族布朗族傣族自治县)








鹰潭市(月湖区、余江区、贵溪市)








邵阳市(邵阳县、城步苗族自治县、隆回县、新宁县、绥宁县、大祥区、洞口县、双清区、新邵县、北塔区、武冈市、邵东市)








五指山市(琼海市、文昌市、陵水黎族自治县、万宁市、东方市、保亭黎族苗族自治县、白沙黎族自治县、琼中黎族苗族自治县、定安县、乐东黎族自治县、临高县、屯昌县、澄迈县、昌江黎族自治县)








盘锦市(兴隆台区、双台子区、大洼区、盘山县)








邯郸市(复兴区、大名县、肥乡区、曲周县、成安县、临漳县、丛台区、广平县、馆陶县、永年区、邱县、武安市、磁县、魏县、峰峰矿区、鸡泽县、涉县、邯山区)








日照市(岚山区、莒县、五莲县、东港区)








新乡市(辉县市、长垣市、凤泉区、卫滨区、红旗区、延津县、原阳县、卫辉市、获嘉县、牧野区、封丘县、新乡县)








拉萨市(墨竹工卡县、林周县、尼木县、曲水县、堆龙德庆区、城关区、达孜区、当雄县)








大理白族自治州(巍山彝族回族自治县、洱源县、宾川县、漾濞彝族自治县、剑川县、鹤庆县、大理市、南涧彝族自治县、祥云县、弥渡县、永平县、云龙县)








韶关市(南雄市、乐昌市、浈江区、新丰县、曲江区、乳源瑶族自治县、翁源县、始兴县、武江区、仁化县)








平顶山市(舞钢市、湛河区、鲁山县、卫东区、石龙区、叶县、宝丰县、汝州市、新华区、郏县)








宁德市(霞浦县、蕉城区、屏南县、周宁县、福鼎市、福安市、寿宁县、古田县、柘荣县)








滁州市(南谯区、来安县、明光市、全椒县、凤阳县、定远县、天长市、琅琊区)








铜川市(印台区、王益区、耀州区、宜君县)








延安市(安塞区、黄陵县、富县、延长县、黄龙县、延川县、吴起县、子长市、宜川县、洛川县、宝塔区、志丹县、甘泉县)








上饶市(玉山县、广信区、万年县、广丰区、婺源县、横峰县、德兴市、铅山县、余干县、鄱阳县、信州区、弋阳县)

  业内期盼的“英伟达平替”,价值开始显现了!

  4月18日晚,国内领先的AI芯片设计企业寒武纪发布2024年报和2025年一季报。年报显示,2024年公司实现总营收11.74亿元,同比增长65.56%;归母净利润亏损4.52亿元,其中第四季度盈利首次转正。今年一季报更是惊人,公司实现总营收11.11亿元,几乎相当于2024年全年的收入,同比增长4230.22%;实现净利润3.55亿元,同比扭亏为盈。

  分析人士认为,寒武纪业绩的增长表明,国内人工智能芯片已经崛起。在英伟达部分芯片遭禁的背景之下,寒武纪的平替价值正在显现。去年四季度和今年一季度,寒武纪存货余额分别为17.74亿元和27.55亿元,分别环比增加7.6亿元和9.8亿元,存货余额持续创历史新高。而从最近两个季度存货转收入的趋势来看,的确也在持续增长。显示在英伟达芯片受限背景之下,寒武纪备货充足,主力芯片出货可能持续增加。

  惊人的业绩

  日前,寒武纪公布了去年年报和今年一季报,其业绩表现的确惊人。该公司2024年公司实现总营业收入11.74亿元,同比增长65.56%。其中,云端产品线收入占比高达99.30%,较上年同期增长1187.78%;今年一季度,公司实现总营业收入11.11亿元,同比增长4230.22%,实现归母净利润3.55亿元,实现扭亏为盈;今年一季度毛利率为55.99%,较2024年56.71%的毛利率略有下降。

  重要的不是实现了多少业绩,而是业绩增长的趋势和原因。

  寒武纪今年一季度营收大幅增长,几乎相当于去年全年营收。寒武纪在公告中表示,这主要得益于公司在人工智能领域的市场拓展和技术应用的推进。其业绩也出现大幅转正,公司方面表示,主要系报告期内营业收入较上年同期大幅增长,本报告期归属于上市公司股东的净利润及归属于上市公司股东的扣除非经常性损益后的净利润由负转正所致。

  在细节上,更有看点。存货方面,寒武纪今年一季度存货为27.55亿元,较2024年末的17.74亿元,增长超50%。虽然存货增加,但去年的17.74亿存货转化成了今年一季度的11.11亿元。那么,后续市场就可以预期,今年一季度27.55亿元的存货究竟会转化成多大规模的营收和利润。特别是英伟达部分芯片出口受限的背景之下。

  同时,预付账款端显示,寒武纪2025年一季度末预付账款9.73亿元,较2024年年末的7.74亿元同样大幅提升,这意味着公司还处在积极备货当中。

  天风证券认为,存货+预付款连续三个季度处于上升趋势,结合公司现金的减少和预付款、存货与收入的联动关系,可以看到公司的供应链有极强的韧性,同时也预计二季度有更高的收入体量。存货的细则中委托加工物资占比较高,如果从成本端计算并假设合理的比例,公司现有的储备值得看好。

  国产替代趋势正在到来

  有券商研究认为,寒武纪今年一季报可能还只是冰山一角,偶露峥嵘。未来的大趋势可能正在到来。

  从寒武纪管理层表述上看,训练能力上加入对DeepSeek的支持,各类分布式训练与推理的技术已经支持,主持主导国内和国际多类标准的编制。成绩上互联网客户快速突破,第一大客户占比79%。这些都符合产业追踪的信息,其软件易用是核心,这样的能力可以在其他客户身上复制和裂变。

  该机构认为,一方面财报质量较高,另一方面产业链追踪的信息都能在财报内得到体现,这意味着后续表现大概率比今年一季报好,持续增强的趋势刚刚开始。市场担心的生产问题,有分歧的利润率问题,在财报里均有较好的回复。

  部分芯片被禁后,产业已开始加速落地国产化,英伟达下一代阉割款产品的竞争力很难保持。供不应求的大趋势下,国产卡量价齐升的局面已出现明确迹象,产业正向的反馈值得期待。

  天风证券认为,从存货这一前瞻指标和下游的需求看,预计二季度收入与利润释放会更好;目前伴随着H20面临许可证+英伟达计提报表损失,预计国内可能面临超过80万H20芯片的算力缺口,但国内多模态模型与AIAgent产业趋势在即,算力缺口背景下国产算力的重要程度进一步提高。

  美国可能会出现一家新的最大的信用卡公司。  

  美国联邦储备委员会理事会和货币监理署周五宣布,第一资本银行(CapitalOne)已获批收购发现金融服务公司(DiscoverFinancialServices)并与之合并。

  这项全股票交易在一年多前首次宣布,一旦完成,将使第一资本银行在与摩根大通、美国银行和花旗集团等竞争对手的信用卡发行银行的竞争中取得重大优势,因为这些银行本身并不处理交易业务。

  这也将为第一资本银行带来新的收入来源,即从其收取的商户手续费中获利。

  特朗普政府在很大程度上被认为对企业合并更为友好。在特朗普去年11月赢得大选后,第一资本银行和发现金融服务公司的股票随即上涨,其他一些正在尝试合并或此前曾完全取消合并交易的公司的股票也出现了上涨。

新闻结尾 最温柔的女老板:轻松下载心仪的视频!的相关文章
刘国梁王曼昱组成混双与小孩打球
河北承德隆化县一养老院发生火灾
巴西人成了乒乓球世界冠军
如何看待星穹列车强行铺设星轨 打通星球与星际社会连接通道的行为?对被发现的星球来说是好事还是坏事?
刘国梁王曼昱组成混双与小孩打球
海港1-3蓉城遭首败 武磊复出染黄
  • 友情链接:
  • 全红婵比赛失误 郭晶晶暖心安慰 以军称打死黎真主党一高级指挥官 《蛮好的人生》编剧说三遍没有姐弟恋

    查看更多评价 ∨