Combined with Hong Kong and Chinese media reports, the news pointed out that Alibaba's subsidiary Alibaba Cloud Tongyi has asked for a shortage of computing power in the big model, and Alibaba urgently added Cambrian Siyuan 370 chip orders to 150,000 chips.
Aliyun people told the "Technology Innovation Board Diary" today that Alibaba Cloud has ensured that Yiyun multi-core supports China's domestic supply chain, but the news that Alibaba has purchased 150,000 Cambrian GPUs is not true.
Cambrian's share price closed more than 15% last Friday (August 28), closing at 1,587.91 yuan (RMB, the same below), surpassing the closing price of 1,446.1 yuan, officially becoming the new A-share stock king in China. Cambrian stocks fell in the morning today, with a low of 1,358.75 yuan, down nearly 9%. The decline closed at noon and fell more than 2%, coming to a staggering 1,456 yuan.
In addition, Goldman Sachs once again raised the Cambrian 12-month target price of 14.7% to 2,104 yuan today, which is the second time Goldman Sachs has raised the Cambrian project target price about a week later. Goldman Sachs pointed out in its report that considering Cambrian's strong performance in the second quarter, as well as higher artificial intelligence (AI) chip shipments, lower operating expense ratios, and China's cloud capital expenditure expansion, the forecast for Cambrian's net income from 2025 to 2030, of which the forecast for this year was the highest. Prior to this, Goldman Sachs raised its 12-month target price for Cambrian on August 24 by 50% to 1,835 yuan.
Extended reading: He has been defeated by Hua and turned into the biggest enemy! Can the "Chinese version of NVIDIA" Cambrian be promoted to the new AI overlord?