中国AI芯片初创企业寒武纪成首只市值破万亿元科创板股票   2026-07-01

 

Cambricon Technologies, a major designer of artificial intelligence chips, led gains among China’s AI-related equities amid surging global investment in the technology, soaring to a new all-time high and briefly becoming the first stock on Shanghai’s tech-heavy Star Market with a market capitalization of CNY1 trillion (USD147.2 billion).

Businesses worldwide are expected to spend USD940 billion on AI this year and USD2.1 trillion in 2029, Robert Parker, senior vice president of market research firm International Data Corporation, said at its annual IDC Directions forum in April. The global technology sector is entering its most significant growth cycle in the past 30 years, he said.

South Korea’s government on June 29 unveiled the Asian country’s biggest investment in AI in partnership with Samsung Electronics and SK Group. Under the plan, the government will invest KRW1.46 quadrillion (USD943.6 billion), while Samsung and SK will invest KRW2.66 quadrillion and KRW2.1 quadrillion, respectively.

“The question of AI’s return on investment has already been answered,” Jensen Huang, Nvidia chief executive, said at the US chip giant’s shareholders’ meeting last week. “This infrastructure build-out will be measured on a multi-decade timescale, similar to other critical infrastructure projects such as power grids, transportation systems, and the internet.

“We believe it will become the largest infrastructure undertaking in human history,” Huang said.

 

来源：Yicai Global

 

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