#现货黄金创历史新高

Goldman Sachs raises Cambricon's target price to 2104 yuan! Domestic AI chip shipments increase. Goldman Sachs states that Cambricon announced strong second-quarter performance, maintaining a positive outlook on the company and raising the 12-month target price by 14.7% to 2104 yuan. This is Goldman Sachs' second adjustment of Cambricon's target price in about a week. In the report, Goldman Sachs pointed out that considering the second-quarter performance, higher AI chip shipment volumes, lower operating expense ratios, and reflecting the expansion of cloud capital expenditures in China, they have raised Cambricon's net income forecast for 2025-2030, with this year's forecast raised by 34%, the highest.