<p>（第一财经）2 月 3 日——在关于寒武纪-U 提供的今年收入指引远低于市场预期的传闻后，这家领先的中国人工智能芯片制造商驳斥了这些传闻，并表示应引用官方数据。</p>
<p>寒武纪-U 在以投资者身份进行询问后告诉第一财经：&#34;传闻信息不实，相关信息应基于公司的官方披露。&#34;</p>
<p>根据网络传闻，寒武纪-U 最近召开了一次小型会议，透露预计今年收入为 200 亿元人民币（29 亿美元），显著低于之前对 300 亿元至 500 亿元人民币的预期。</p>
<p>由于传闻，寒武纪-U 的股票在上海收盘时下跌 9.2%，报 1128 元人民币（162.38 美元）。该股较去年 8 月的峰值下跌了 29%。</p>
<p>1 月 30 日，寒武纪-U 表示，预计去年净利润在 19 亿元至 22 亿元人民币（2.738 亿至 3.167 亿美金）之间，实现自 2016 年成立以来的首次盈利。预计收入较去年激增 411% 至 496%，达到 60 亿元至 70 亿元人民币。</p>
<p>寒武纪-U 表示，得益于去年人工智能行业对计算能力需求的持续上升，公司通过产品竞争力扩大市场，并积极推动人工智能应用场景的实施。这导致收入激增，整体经营业绩改善，实现了扭亏为盈。</p>
<p>然而，寒武纪-U 的业绩自去年第三季度开始放缓，净利润从第二季度下降 17%，降至 5.67 亿元人民币（8170 万美元），而收入下降 2%，降至 17 亿元人民币。</p>
<p>对于第四季度，寒武纪-U 预计净利润将下降 4% 至 57%，在 2450 万元至 5450 万元人民币之间。收入预计在 14 亿元至 24 亿元人民币之间，降幅为 19% 至增长 38%。</p>
<p>编辑：窦世聪，马丁·卡迪耶夫</p>

寒武纪-U

<p>寒武纪科技否认了其 2026 年收入指引低于市场预期的传闻，表示仅应参考官方数据。该公司驳斥了预计收入为 200 亿元人民币的说法，远低于早前 300 亿元至 500 亿元的估计。在这些传闻之后，寒武纪的股价下跌了 9.2%，至 1,128 元人民币。尽管去年表现强劲，但该公司报告称自 2022 年第三季度起利润和收入增长放缓，并预计第四季度利润将下降</p>

<p>(Yicai) Feb. 3 -- Following rumors that Cambricon Technologies has provided a revenue guidance for this year that is much lower than market expectations, the leading Chinese artificial intelligence chipmaker refuted the rumors and said only official figures should be cited.</p>
<div class="lb-trans"><p>（第一财经）2 月 3 日——在关于寒武纪-U 提供的今年收入指引远低于市场预期的传闻后，这家领先的中国人工智能芯片制造商驳斥了这些传闻，并表示应引用官方数据。</p>
</div><p>The rumored information is false, Cambricon told Yicai today after an inquiry made in the capacity of an investor. &#34;Relevant information should be based on the company's official disclosures.&#34;</p>
<div class="lb-trans"><p>寒武纪-U 在以投资者身份进行询问后告诉第一财经：&#34;传闻信息不实，相关信息应基于公司的官方披露。&#34;</p>
</div><p>According to online rumors, Cambricon recently held a small meeting where it revealed it expects revenue of CNY20 billion (USD2.9 billion) this year, significantly lower than previous expectations of CNY30 billion to CNY50 billion.</p>
<div class="lb-trans"><p>根据网络传闻，寒武纪-U 最近召开了一次小型会议，透露预计今年收入为 200 亿元人民币（29 亿美元），显著低于之前对 300 亿元至 500 亿元人民币的预期。</p>
</div><p>Due to the rumors, shares of Cambricon [SHA: 688256] closed 9.2 percent lower at CNY1,128 (USD162.38) in Shanghai today. The stock is down 29 percent from its peak last August.</p>
<div class="lb-trans"><p>由于传闻，寒武纪-U 的股票在上海收盘时下跌 9.2%，报 1128 元人民币（162.38 美元）。该股较去年 8 月的峰值下跌了 29%。</p>
</div><p>On Jan. 30, Cambricon said it expects net profit of between CNY1.9 billion and CNY2.2 billion (USD273.8 million and 316.7 million) last year, turning a first profit since its establishment in 2016. Revenue likely soared 411 percent to 496 percent to between CNY6 billion and CNY7 billion from the previous year.</p>
<div class="lb-trans"><p>1 月 30 日，寒武纪-U 表示，预计去年净利润在 19 亿元至 22 亿元人民币（2.738 亿至 3.167 亿美金）之间，实现自 2016 年成立以来的首次盈利。预计收入较去年激增 411% 至 496%，达到 60 亿元至 70 亿元人民币。</p>
</div><p>Thanks to the continuous rise in computing power demand in the AI industry last year, Cambricon was able to expand its market through product competitiveness and actively promote the implementation of AI application scenarios, the company said. This led to a surge in revenue, driving an overall improvement in operating performance and resulting in swinging into the black.</p>
<div class="lb-trans"><p>寒武纪-U 表示，得益于去年人工智能行业对计算能力需求的持续上升，公司通过产品竞争力扩大市场，并积极推动人工智能应用场景的实施。这导致收入激增，整体经营业绩改善，实现了扭亏为盈。</p>
</div><p>However, Cambricon's performance began to slow down starting from the third quarter of last year, when its net profit fell 17 percent to CNY567 million (USD81.7 million) from the second quarter, while revenue fell 2 percent to CNY1.7 billion.</p>
<div class="lb-trans"><p>然而，寒武纪-U 的业绩自去年第三季度开始放缓，净利润从第二季度下降 17%，降至 5.67 亿元人民币（8170 万美元），而收入下降 2%，降至 17 亿元人民币。</p>
</div><p>For the fourth quarter, Cambricon expects net profit to have dropped 4 percent to 57 percent to between CNY245 million and CNY545 million from the quarter before. Income was likely between CNY1.4 billion and CNY2.4 billion, ranging from a decline of 19 percent to a jump of 38 percent.</p>
<div class="lb-trans"><p>对于第四季度，寒武纪-U 预计净利润将下降 4% 至 57%，在 2450 万元至 5450 万元人民币之间。收入预计在 14 亿元至 24 亿元人民币之间，降幅为 19% 至增长 38%。</p>
</div><p>Editors: Dou Shicong, Martin Kadiev</p>
<div class="lb-trans"><p>编辑：窦世聪，马丁·卡迪耶夫</p>
</div>

【事实核查】寒武纪否认中国 AI 芯片制造商 2026 年全年收入指引低于预期