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Cambricon Technologies Lt (688256 CH)
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32
Analysis
Information Technology
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China
Cambricon Technologies Corporation Limited develops and distributes software products. The Company produces terminal intelligent processors, cloud intelligent chips, accelerator cards, intelligent computing cluster systems, and other products. Cambricon Technologies also produces computer peripheral products.
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bullish
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Thematic (Sector/Industry)
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02 Sep 2022 08:16
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Broker
China AI – U.S. is restricting advanced GPU sales to China
Nvidia may lose as much as US$400mn sales to China in FY3Q22 as a result. Nvidia’s GPU dominates the AI processor market with 80.6% market share in...
CMB International
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184 Views
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bearish
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SenseTime Group
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06 Dec 2021 20:46
SenseTime IPO: Valuation Insights
Our valuation analysis suggests that the IPO price is unattractive. We would give the IPO a pass. Pricing is expected on 10 December with a listing...
Arun George
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334 Views
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bullish
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Shanghai Junshi Biosciences
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27 Feb 2021 18:29
STAR Board - STAR50 Index Rebalance: Another BIG One
There are 5 changes to the STAR50 index as a part of the March review. Estimated one-way turnover is 8.93% and we expect the inclusions to...
Brian Freitas
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412 Views
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bullish
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Cambricon Technologies Lt
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21 Jan 2021 14:19
STAR Board - STAR50 Index Rebalance Preview: +Adds/-Deletes = +24%
There will be 5 changes for the STAR50 index in the March review. The lack of pre-positioning and large AUM tracking the index (plus active traders...
Brian Freitas
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527 Views
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bearish
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Cambricon Technologies Lt
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20 Dec 2022 05:38
Cambricon Technologies: Trade Blacklist by the US Govt Likely to Have Long-Term Negative Impact
We believe that Cambricon Technologies being included in the trade blacklist by the US government is likely to have a long-term negative impact on...
Douglas Kim
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453 Views
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