沐曦股份竞价高开568%，股价报700元，总市值达2800亿元，单签盈利近30万元。 公司主要从事自主研发全栈高性能GPU芯片及计算平台，产品包括用于智算推理的曦思N系列GPU、用于训推一体和通用计算的曦云C系列GPU，以 及正在研发用于图形渲染的曦彩G系列GPU。 | | | | | A股迈入全面注册制以来,新股中签收益排行榜IOP10 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 证券名称 | 证券代码 | 上市首日量高价 | 首发价格 | 中一签收益 | 首发上市日 | | | | | (元/股) | (元/股) | (以500股计,元) | | | | 沐曦股份 | 688802. SH | 700 (开盘价) | 104. 66 | 297670 | 2025-12-17 | | 2 | 摩尔线程 | 688795. SH | ୧୫୫ | 114. 28 | 286860 | 2025-12-05 | | 50 | 长联科技 | 301618. SZ | 408 | 21. 12 | 193440 | 2024-09-30 | | ...

Core Viewpoint - The article discusses the IPO of Muxi Technology, a leading company in the high-performance general GPU sector in China, highlighting its financial projections and market positioning [2][3]. Group 1: Company Overview - Muxi Technology was established in September 2020 and focuses on the independent research and development of high-performance GPU chips and computing platforms [2]. - The company's products are primarily used in three core areas: artificial intelligence (AI) training and inference, general computing, and graphics rendering [2]. Group 2: Financial Performance - Muxi Technology's projected revenues for 2022, 2023, and 2024 are 0.4264 billion, 0.53 billion, and 0.743 billion respectively, with net profits expected to be -0.777 billion, -0.871 billion, and -1.409 billion [2]. - For 2025, the company anticipates revenues between 1.5 billion and 1.98 billion, representing a year-on-year growth of 101.86% to 166.46%, with net profits projected to be between -0.763 billion and -0.527 billion [2]. Group 3: IPO Details - Muxi Technology's IPO price is set at 104.66 yuan, with a total market value of 41.874 billion yuan [3]. - The company is categorized under the computer, communication, and other electronic equipment manufacturing industry, with a comparable company being Cambrian, which has a market value of 25.108 billion [3]. - The underwriter for the IPO is Huatai United Securities, with a subscription limit of 6,000 shares [3].

周二盘前公布的数据显示，美国11月新增就业6.4万人，略高于市场普遍预期的4.5万人。但10月就业人数减少了10.5万人，11月失业率也 升至4.6%，高于市场预期的4.5%，创四年多来新高，引发市场对美国经济状况的担忧。 最新就业数据公布后，市场对美联储下月降息的预期并未发生变化。芝商所美联储利率观察工具显示，1月再次降息的可能性仍然不大，依 然为24%，与前一日持平。 Bolvin Wealth Management Group总裁Gina Bolvin表示："今天的数据描绘了一幅经济暂时喘口气的图景。就业增长仍在维持，但裂痕正 在显现。消费者仍在支撑经济，但已无力加速。这种组合让美联储在不引发恐慌的情况下拥有更大的政策转向空间，也让投资者有理由更关 注高质量资产、收益型资产和长期主题，而不是短期噪音。" 美东时间周二，三大指数涨跌不一，仅纳指小幅收涨，标普500指数连续第三个交易日下跌。 （三大指数日内走势图，来源：TradingView） 截至收盘，道琼斯指数跌0.62%，报48,114.26点；标普500指数跌0.24%，报6,800.26点；纳斯达克指数涨0.23%，报23,111.46点。 热门 ...

前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 ①商业航天+存储芯片，宇航级存储芯片与多家航天企业达成合作多年，在航天智能仿真系统等领域拥有 核心技术，这家公司已成为国内特种机器人重要供应商。 ②自动驾驶+机器人，正在研发L3级自动驾驶产 品，雷达产品配套问界，这家公司提供感知系统和决策系统产品，已量产交付多家机器人企业。 ...

Group 1 - The U.S. Department of Defense's Defense Security Cooperation Agency announced the approval of a military sale to Japan valued at approximately $100 million, which includes technical support and related equipment for Japan's Aegis-equipped destroyers [1] - The Japanese government requested the purchase of follow-on technical support for the Aegis destroyers, including operational system maritime validation tests, testing and evaluation services, Aegis software updates, system integration, and testing, with an estimated total cost of $100.2 million [1] - The primary contractor for this military sale will be Lockheed Martin Corporation [2]

Group 1 - The core viewpoint of the article emphasizes the importance of the One China principle and the support from Arab nations for China's sovereignty and territorial integrity, contrasting it with the actions of certain countries [1] - Wang Yi, during his visit to the UAE, Saudi Arabia, and Jordan, highlighted the historical facts and legal aspects of the Taiwan issue, asserting China's firm opposition to foreign interference, particularly from Japan [1] - The Arab nations reaffirmed their commitment to the One China principle, supporting China's efforts to maintain national unity, which reflects a shared historical experience of colonial oppression [1] Group 2 - The article also reflects on the 80th anniversary of the victory in the Chinese People's War of Resistance Against Japanese Aggression, warning against the resurgence of militarism and fascism, and the need for global vigilance against such ideologies [2]

Macro News - The Central Financial Office stated that expanding domestic demand is the top priority for next year, emphasizing the need to boost consumption by addressing structural changes from both supply and demand sides [4] - The Ministry of Commerce proposed to impose anti-dumping duties on imported pork and pork products from the EU, effective from December 17, 2025, for a duration of five years [4] - The Social Security Fund emphasized the importance of leveraging long-term and patient capital to support national development needs and enhance the integration of technological and industrial innovation [4] Industry News - Reports indicate that the EU plans to abandon the ban on internal combustion engines by 2035, allowing certain plug-in hybrid vehicles and fuel-efficient electric vehicles to be sold [6] - The tungsten market has seen a significant price increase, with tungsten concentrate prices exceeding 400,000 yuan per ton and APT prices surpassing 600,000 yuan per ton [6] - The Ministry of Housing and Urban-Rural Development held a national conference on intelligent construction, focusing on promoting smart construction applications and enhancing policy coordination for high-quality development in the construction industry [6] Company News - 360 Group's founder Zhou Hongyi denied allegations of financial fraud, clarifying that the individuals mentioned never held core management positions during their tenure [8] - Wangzi New Materials announced the passing of its third-largest shareholder, Wang Xiaojun, with his shares being inherited by his children [8] - Jia Mei Packaging announced a change in its controlling shareholder to Zhuyue Hongzhi, with stock resuming trading [8] - Century Huatong completed the cancellation of 56.12 million repurchased shares [8] - Jiang Jian Co. announced that its controlling shareholder's shares have been judicially frozen [8] - Chang'an Automobile is expected to conduct L3-level autonomous driving trials in the first quarter of 2026 [8] - Zhongke Electric plans to invest approximately 7 billion yuan in a project to produce 300,000 tons of lithium-ion battery anode materials [8] - Xpeng Motors has obtained a road testing license for L3-level autonomous driving in Guangzhou and has initiated regular L3 road tests [8]

Core Viewpoint - The humanoid robot industry is expected to transition from laboratory experiments to industrialization by 2025, with significant orders already being secured by leading companies like UBTECH, which recently received a record order worth 250 million yuan [1]. Group 1: Industry Overview - The humanoid robot market in China is projected to exceed 10,000 units sold this year, representing a year-on-year growth of 125% [1]. - 2025 is anticipated to be the "year of mass production" for humanoid robots, marking a pivotal moment in the industry [1]. Group 2: Key Players - Major players in the humanoid robot sector include automotive companies, startups, and tech giants [2]. - Notable companies entering the market include UBTECH, Xiaomi, and BYD, with various product launches and strategic partnerships [5][6]. Group 3: Industry Chain Insights - The manufacturing of humanoid robots can be categorized into three main components: "brain" (perception, decision-making, human-machine interaction), "small brain" (motion control), and the physical body [6]. - Key companies involved in the "brain" segment include Tesla, Google, and various startups, while the "body" manufacturing involves companies like UBTECH and Agility Robotics [8][9]. Group 4: Noteworthy Developments - Companies like Tesla and UBTECH are making significant advancements in the humanoid robot space, with Tesla's Optimus and UBTECH's various models expected to play crucial roles in the market [13]. - Strategic collaborations are being formed, such as between Huawei and several robotics companies, to enhance the development of humanoid robots [12][13]. Group 5: Future Outlook - The year 2026 is highlighted as a critical year for validating the commercial success of humanoid robots, as products from companies like Xpeng and Tesla are set to enter mass production [13]. - The humanoid robot sector is poised to become a new growth engine for the global economy, moving beyond the realm of science fiction [13].

Core Viewpoint - The article discusses the rise of AI-generated fake evidence in e-commerce refund disputes, highlighting the challenges faced by sellers in proving fraud and the emergence of a gray industry around refund scams [4][6][9]. Group 1: AI Technology and Fraud - AI tools have significantly lowered the barrier for creating realistic fake images and videos, enabling fraudulent refund claims [9][12]. - The technology is being misused across various product categories, particularly in perishable goods, clothing, and cosmetics, leading to increased refund disputes [9][12]. - A notable case involved a seller who identified AI-generated fake evidence after being initially misled by a buyer's claims of product damage [6][9]. Group 2: Legal and Regulatory Challenges - Current legal frameworks are lagging behind the rapid development of AI technology, making it difficult to prosecute small-scale fraud cases effectively [14][16]. - Many fraudulent cases involve amounts that do not meet the threshold for criminal prosecution, complicating the enforcement of legal actions against offenders [14][16]. - Legal experts suggest that there is a need for updated legislation to address crimes involving AI and to enhance consumer education on the legal use of technology [16]. Group 3: E-commerce Platform Responsibilities - E-commerce platforms are urged to improve their refund policies and implement better verification systems to combat AI misuse [15][16]. - There is a call for collaborative efforts among platforms, regulators, and legal entities to address the challenges posed by AI-generated fraud [15][16]. - The article emphasizes the importance of platforms taking a proactive role in managing refund disputes and ensuring fair practices [15].

今日晚间， 王子新材发布公告称，公司控股股东、实际控制人的一致行动人之一王孝军辞世， 其持有的公司股份1125.04万股由其子王小 龙、女儿王丹、王小洁继承。 据悉，上述继承事项已于 12 月 15 日完成过户登记手续。 按照 12 月 15 日收盘价 16.05 元 / 股计算，王孝军持有的 1125.04 万股价 值为 1.81 亿元。 本次权益变动后， 王小龙将合法持有公司562.52万股，占总股本的1.47%；王丹将持有公司281.26万股，占总股本的0.74%；王小洁将持 有公司281.26万股，占总股本的0.74%。 在此之前，三人均未持有公司股份。 同时，王子新材实际控制人及其一致行动人由王进军、王武军、王孝军、王娟共4人减少为王进军、王武军、王娟共3人，公司实际控制人及 其一致行动人对公司股份的持股比例从35%减少为32.05%。 资料显示，截至三季度末， 王孝军位列王子新材第三大股东，持有公司1125.04 万股， 占总股本的2.95%。根据公告，王进军、王武军、 王孝军以及王娟系同一家族成员，王孝军出生于 1962 年 11 月，为上市公司实际控制人王进军之兄。 下载财联社APP获取更多资 ...