微信编辑：夏木 C摩尔-U ▼ 688795 新 成 ET | 938.70 市值 4406.3亿 量比 1.01 937.46 在 流通 275.45亿 换 47.16% 701.33 202.46 27.55% 开 729.00 市盈™ 亏损 额 112.94亿 同祥顺 异动解读:新一代GPU+AI芯片+国产GPU。 ... ● × 博诺 分时 日Ｋ 周Ｋ 月Ｋ 五日 更多▼ 均线▼ 日线 M5:699.10 M10 -- M20 -- M30 -- 前复权 筹码 - 938.70 955.93 -- 851.64 747.35 43.06 > /556.00 2025-12-05 11 成交量 ▼ 量:13.86万 M5:14.71万 M10 -- 换手率:47.16% 摩尔线程上市第五日，持续拉升涨超27%，股价突破900元，股价现居A股第三，仅次于贵州茅台与寒 武纪，截至14:41，总市值突破4400亿元。 封图：AI生成 ...

| C摩尔-U(日线,前复权) * 3 MA MA5:693.612 ↓ | 设置均线。 | | | --- | --- | --- | | 910.00 +23.81% | 2025/12/5-2025/12/11(5根) ★ | | | 910.00 | | 910.00 | | | | 851.00 | | | | 792.00 | | | | 733.00 | | | | 674.00 | | | | 615.00 | | 556.00 | | 556.00 | | VOL(5,10) VOLUME:127110.670 ↓ MAVOL1:144781.658 ↓ | 加指标 换指标 * 8 | 25.1万 | | | | 0.00 | MACD金叉信号形成，这些股涨势不错！ 格隆汇12月11日｜摩尔线程-U(688795.SH)上市第五日，股价突破900元，位居A股第三，仅次于贵州茅台与寒武纪，总市值突破4200亿元。 ...

转自：证券时报 人民财讯12月11日电，12月11日午后，摩尔线程股价进一步走高，截至发稿，盘中股价突破900元，最 高一度达到930.9元，如果投资者中签摩尔线程新股且能持有至今，按今天盘中最高价计算，单签浮盈 将超过40万元。 ...

人民财讯12月11日电，摩尔线程涨超22%股价站上900元，成交额超100亿元，总市值超4200亿元。 （原标题：摩尔线程涨超22%股价站上900元） ...

每经AI快讯，12月11日，摩尔线程持续拉升涨超22%，股价突破900元大关续创历史新高。 （文章来源：每日经济新闻） ...

Group 1: Market Performance - Moore Threads' stock price surged past 800 yuan, reaching 857.7 yuan per share with a market capitalization of 403.1 billion yuan, marking a nearly 17% increase [1] - The stock experienced an intraday high of over 19%, pushing its market cap above 410 billion yuan [1] - The electric power infrastructure sector showed active performance, while consumer and real estate sectors experienced a pullback [3] Group 2: Electric Power Infrastructure - The electric power infrastructure chain was notably active, with significant gains in flexible DC transmission, grid equipment, and ultra-high voltage sectors [4] - Key stocks such as Tongguang Cable and Zhongchao Holdings saw substantial increases, with Tongguang Cable rising by 19.98% [5] - GE Vernova's stock rose over 15%, with the company projecting revenue guidance of $36 billion to $37 billion for FY2025 and increasing free cash flow expectations [6] Group 3: AI and Power Demand - Microsoft CEO highlighted that the core bottleneck in the AI industry is not excess computing power but rather a shortage of electricity, leading to idle AI chips [7] - The electric power infrastructure sector is experiencing sustained activity, driven by the "going out" of power infrastructure and the rising demand for electricity due to AI computing [8] - Analysts predict that the global demand for electricity will expand exponentially, with power supply potentially becoming a critical bottleneck for AI data center expansion [8] Group 4: Commercial Aerospace Sector - The commercial aerospace sector continued its upward trend, with companies like Zhenlei Technology and Keqiang Co. seeing significant stock price increases [9] - Recent successful satellite launches and the establishment of a new commercial aerospace company in Guangdong province are key developments in the sector [10]

12月11日，摩尔线程延续强劲表现，大幅高开，股价站上850元关口，再度刷新上市以来的历史新高，截至午盘，其股价大涨16.69%，总市值突破4000亿 元。 C摩尔-U(688795) W 交易中 12-11 11:30:01 融 成 额 81.9亿 股本 4.70亿 -278 市盈™ 力得 官口 市值 4031亿 换 35.32% 35.01 市净 122.70 16.69% 分时 月K 日K 周K 童多 五日 < 0) 叠加 均价:789.78 盘口 资金 878.78 19.56% 卖五 857.99 5 卖四 857.97 | 3 卖三 857.96 6 卖二 857.82 6 11 857.80 | -- 0.00% 857.70 | 3 士一 买二 857.00 3 856.00 买三 6 855.08 2 云园 买五 855.02 | 3 591.22 -19.56% 9:30 11:30/13:00 15:00 11:29 855.80 17 总量:10.38万 11:29 855.09 13 5311 11:29 857.00 16 11:29 856.99 14 2656 11:30 85 ...

Group 1 - The core point of the news is the significant rise in the stock price of domestic GPU company Moer Technology, which surpassed 800 yuan, leading to a market capitalization exceeding 400 billion yuan [1] - The artificial intelligence (AI) industry chain showed a mixed performance, with AI ETF (515070) holdings such as Jingjia Microelectronics rising over 3%, while other stocks like Xinyi Technology, Zhongke Xintu, and Xiechuang Data also performed well [1] - The National Space Administration has established a Commercial Space Administration and is promoting the launch of the first "Space Computing Power Experimental Satellite" within the year, aimed at alleviating energy consumption and heat dissipation bottlenecks of ground data centers, providing space-level computing power support for AI supercomputing [1] Group 2 - On December 8, the optical communication sector experienced a surge, with CPO, optical chips, and optical module indices each rising over 5% in a single day, driven by the increasing demand for high-speed data transmission for AI model training and inference [1] - Zhongyin Securities pointed out that the demand for AI computing power is extending from the ground to space, forming an "air-ground-space integrated" computing network with commercial space and optical communication, suggesting a three-year high prosperity cycle for optical modules, optical chips, and space computing infrastructure [1] - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks for AI, focusing on the midstream and upstream of the AI industry chain, known as the "robot brain" creators and "ground" of the Internet of Everything [2]

Core Viewpoint - The company has integrated some of its server products with Moore Threads graphics cards, but this collaboration currently has a minimal impact on overall business performance [1]. Group 1 - The company, Guangdian Yuntong, confirmed its collaboration with Moore Threads through its subsidiary Guangdian Wuzhou [1]. - The integration of Moore Threads graphics cards into the company's server products is a strategic move to stay aligned with market trends [1]. - The company is actively monitoring market dynamics to seize potential opportunities in the future [1].

Core Viewpoint - The company, Nanji Guang (300940.SZ), clarified that it is not supplying product components to Moore Threads, despite market rumors. The company focuses on the research, production, and sales of backlight display modules, primarily serving diverse fields such as gaming, tablets, industrial control equipment, and automotive displays [1]. Group 1: Business Focus - The company is dedicated to the research, production, and sales of backlight display modules [1]. - Its products are mainly applied in gaming, tablets, industrial control equipment, and automotive displays [1]. Group 2: Strategic Development - The company is actively promoting a "dual-track" development strategy, which involves deepening its existing advantages while exploring new application scenarios and business opportunities related to display technology [1]. - The company aims to enhance product competitiveness and customer loyalty while steadily expanding its product matrix and market layout [1]. Group 3: Future Outlook - The company plans to leverage its technological accumulation and manufacturing capabilities to steadily advance business extension and transformation upgrades [1]. - The goal is to create sustainable value for investors [1].