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Goldman Sachs Boosts Cambrian's Target Price by 50% to 1835 Yuan, Citing Heightened Cloud Computing Capex in China
2025-08-25 /
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Author：小编
Goldman Sachs has elevated Cambrian's target price by a substantial 50%, setting it at 1835 yuan. This upward revision is attributed to the surge in capital expenditure (Capex) on cloud computing in China, the diversification of chip platforms, and Cambrian's enhanced investment in research and development (R&D). Concurrently, Goldman Sachs has increased Cambrian's net profit forecasts for the years 2025 to 2027 by 59%, 28%, and 29%, respectively, anticipating a surge in AI chip shipments. The report further highlights that Cambrian, alongside seven other companies, has successfully passed the DeepSeek adaptation test conducted by the China Academy of Information and Communications Technology, underscoring their robust R&D capabilities.
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