格隆汇12月9日丨和而泰(002402.SZ)在互动平台表示，根据摩尔线程在巨潮资讯网公开披露的首次公开 发行股票科创板上市公告书，公司持有摩尔线程410.5109万股。 ...

格隆汇12月9日丨隆华科技(300263.SZ)在互动平台表示，公司未直接或间接持有摩尔线程股份。 ...

Group 1 - The first MUSA Developer Conference (MDC 2025) will be held on December 19-20, 2025, in Beijing, focusing on full-function GPU technology [1][24] - The conference aims to gather global developers, technology leaders, and industry pioneers to explore breakthroughs in domestic computing power and outline a new blueprint for autonomous computing ecosystems [1][24] - MDC 2025 will showcase the MUSA technology system and its full-stack capabilities, promoting the integration of GPU technology across various industries [2][25] Group 2 - The main forum will focus on intelligent computing as a core engine for digital transformation across industries, featuring a presentation by the founder and CEO of Moore Threads, Zhang Jianzhong, on the MUSA development strategy and future vision [3][26] - The conference will include over 20 technical sub-forums covering key areas such as intelligent computing, graphics computing, AI infrastructure, and developer tools, aimed at fostering deep integration of cutting-edge technology and industry practices [5][28] - "Moore Academy" will be established to empower developers through systematic technology sharing, resource integration, and talent cultivation, contributing to a sustainable domestic GPU application ecosystem [6][29] Group 3 - An immersive "MUSA Carnival" will be created, covering over 1000 square meters, featuring diverse thematic exhibition areas related to AI models, embodied intelligence, scientific computing, and popular application scenarios like industrial manufacturing and smart healthcare [7][30] - Interactive live demonstrations will allow attendees to experience cutting-edge technology firsthand, showcasing the real-world integration of technological innovations and industry applications [8][31] - The conference invites global developers, partners, and industry advocates to engage in deep exchanges and resource linking, aiming to advance the sustainable prosperity and evolution of the domestic intelligent computing ecosystem [8][31]

Core Insights - The first MUSA Developer Conference (MDC 2025) organized by Moore Threads will take place from December 19 to 20 at the Zhongguancun International Innovation Center in Beijing, focusing on full-function GPUs [1][2] - The conference aims to address the themes of technological self-reliance and industrial upgrading, with the core philosophy of "Create, Connect, Converge" [1][2] Main Forum Highlights - The main forum will focus on intelligent computing as a key driver for digital transformation across various industries [1][2] - Zhang Jianzhong, founder and CEO of Moore Threads, will present the full-stack development strategy centered around MUSA and unveil a new generation of GPU architecture, along with a comprehensive layout of product systems, core technologies, and industry solutions [1][2] - The presentation will also cover practical applications in AI computing, graphics rendering, scientific computing, and multi-scenario integration, as well as ecological development and forward-looking insights [1][2] Technical Sub-forums - The conference will feature over 20 technical sub-forums covering critical areas such as intelligent computing, graphics computing, scientific computing, AI infrastructure, edge intelligence, embodied intelligence, and developer tools and platforms [3] - These sub-forums aim to promote the deep integration of cutting-edge technologies and industry practices [3] MUSA Carnival - Moore Threads will collaborate with various ecosystem partners to create an immersive "MUSA Carnival" spanning over 1000 square meters [4]

[星星]Top3大新闻 【#氪星播报#｜12月9日早间都有哪些#今日大事件#？】 沐曦股份申购热度超摩尔线程, 比摩尔 2 线程还难抢 继摩尔线程上市后, 又一国产 GPU 公司将登陆 A 股。 7 日, 沐曦股份披露网上发行申购情况 及中签率公告显示, 根据上交所提供的数据, 本次网上发行有效申购户数为 5175152 户,有 效申购股数为 28861604500 股。 马斯克太空 AI 设想, 建议在月球上建 浩 7月 T 7 人工智能的下一次重大飞跃可能不会发生在陆地 上,而是在太空上。马斯克在 X 上写道:"在 低延迟的太阳同步轨道上, 仅将计算结果传输回 来的本地化 AI 计算卫星, 将在三年内成为生成 人工智能比特流成本最低的方式。 [星星]科技财经互联网热点 [星星]还有哪些其他要闻 1、#美将从英伟达对华芯片出口分成25%#，特朗普允许英伟达对华售H200芯片 2、#沐曦股份申购热度超摩尔线程#，比摩尔线程还难抢 3、#马斯克太空AI设想#，建议在月球上建造卫星工厂 1、#开盘1小时CPO板块成交达约1100亿#，整个板块几乎是全线上扬 2、#中国船企签订超500亿元大订单#，为国内单次合作最 ...

Group 1: Market Performance - Leading stocks in the computing power sector showed significant performance, with stocks like Zhongji Xuchuang, Shenghong Technology, and Xinyi Sheng all experiencing notable price increases and high trading volumes [2][4] - Zhongji Xuchuang's stock price rose by 6.94%, reaching a new historical high with a market capitalization of 677.3 billion yuan, and its trading volume was 15.55 billion yuan, the highest in A-shares [4] - Currently, there are five stocks in A-shares with prices exceeding 600 yuan, including Hanwujing, Guizhou Moutai, Yuanjie Technology, Moer Thread, and Zhongji Xuchuang [2] Group 2: Sector Trends - The computing power industry chain continued to rise, with sectors such as optical modules, copper cables, and liquid-cooled servers seeing increases [5] - The recent listing of Moer Thread, which surged by 425.46%, has opened up valuation space for domestic computing power concept stocks, with more companies like Muxi Co. expected to list soon [5] Group 3: Consumer Sector - The consumer sector saw a rise, with retail, dairy, and food processing manufacturing sectors experiencing gains, leading to stocks like Central Mall and Maoye Commercial hitting their daily price limits [10] - The food and beverage industry is showing structural growth, with new demands and emerging channels contributing to the performance of traditional industry leaders [11] - Huachuang Securities recommends focusing on three main lines: traditional undervalued leading companies, opportunities in the restaurant supply chain, and growth-oriented companies in the beverage sector [11]

Core Viewpoint - The domestic GPU industry is set to welcome a new A-share listed company, Mu Xi Integrated Circuit (Shanghai) Co., Ltd., following the success of Moore Threads [1] Group 1: IPO Details - Mu Xi's online issuance received significant market attention, with over 5.17 million valid subscription accounts and approximately 28.86 billion shares subscribed [1] - The initial lottery rate for the online issuance was only 0.0222%, which increased to 0.0335% after the implementation of a callback mechanism [1] - The issuance price was set at 104.66 yuan per share, leading to an estimated market capitalization of approximately 41.87 billion yuan upon listing, with total fundraising expected to reach 4.197 billion yuan [1] Group 2: Company Background - Established in September 2020 in Shanghai, Mu Xi has set up wholly-owned subsidiaries and R&D centers in multiple cities including Beijing, Nanjing, Chengdu, Hangzhou, Shenzhen, Wuhan, and Changsha [3] - The company boasts a well-rounded team with an average of nearly 20 years of experience in end-to-end R&D of high-performance GPU products, having led the development and mass production of over ten mainstream high-performance GPU products [3] Group 3: Product Offerings - Mu Xi is focused on providing a full-stack GPU chip and solutions for heterogeneous computing, applicable in advanced fields such as intelligent computing, smart cities, cloud computing, autonomous driving, digital twins, and the metaverse [3] - The company has developed a range of GPU products, including the Xi Si N series for intelligent computing inference, the Xi Yun C series for general computing, and the Xi Cai G series for graphics rendering, all designed to meet high efficiency and versatility requirements [4] - All products utilize fully self-developed core GPU IP with proprietary instruction sets and architectures, supported by a complete software stack (MXMACA), positioning them as foundational elements for digital economy development and industry digitalization and intelligent transformation under the "dual carbon" context [4]

Core Viewpoint - The approval of NVIDIA's H200 AI chip export to China by President Trump is seen as a strategic consideration in the AI chip sector, leading to a strong market reaction and mixed performance among related Chinese stocks [1][2]. Group 1: Market Reaction - The announcement led to a collective rise in A-share related concept stocks, with NVIDIA's supply chain partners experiencing significant gains [1]. - Stocks such as Shenghong Technology (300476.SZ) rose over 6%, while Zhongji Xuchuang (300308.SZ) increased by more than 5%, reaching a historical high of 603.28 yuan [1]. - Domestic AI chip companies showed varied performance, with companies like Moer Thread (688795.SH) rising by 3.22% [1]. Group 2: Implications for Chinese Companies - The approval of H200 chip exports is viewed as a boost for Chinese companies in NVIDIA's supply chain, enhancing their product competitiveness [2]. - Market sentiment led to gains in AI-related sectors, with companies like Shaanxi Huada (301517.SZ) hitting the daily limit and Dekeli rising over 18% [2]. - There is a divergence in performance among domestic GPU companies, reflecting mixed expectations regarding the potential for domestic GPUs to replace NVIDIA chips [2]. Group 3: Challenges and Opportunities - The export of NVIDIA's H200 chip presents both challenges and opportunities for A-share GPU manufacturers [2]. - Increased supply of NVIDIA chips may intensify market competition, potentially reducing market share for domestic chip companies [2]. - Conversely, this situation may drive domestic chip firms to innovate and accelerate the development of the AI chip industry in China [2].

摩尔线程小幅低开后快速翻红，截至发稿上涨3.22%，报613元 12月9日，美国总统特朗普宣布批准英伟达向中国出口H200人工智能芯片同时"抽成25%"的消息，迅速 引发市场对英伟达板块的强烈反应。A股相关概念股集体高开，国产AI芯片企业则呈现分化走势。 摩尔线程（688795.SH）小幅低开后快速翻红，截至发稿上涨3.22%，报613元；海光信息 （688041.SH）、寒武纪（688256.SH）等AI芯片龙头小幅上涨，波动普遍较小。 H200芯片作为英伟达继H100后的升级产品，配备了更多的高带宽内存，能更快速地处理数据，被视为 AI训练和推理的关键硬件。尽管美国此前对华实施芯片出口限制，但此次批准H200对华出口，显示了 美国在AI芯片领域对中国市场的战略考量。 对于英伟达产业链上的中国企业而言，H200芯片的获批出口无疑是一针强心剂。概念股的上涨反映了 市场对相关企业能够获得先进芯片供应、提升产品竞争力的积极预期。这些公司作为英伟达的供应链合 作伙伴，或直接受益于H200芯片的对华出口。 市场情绪带动下，AI分支光电路交换机概念、高速铜连接概念，纷纷跟涨，陕西华达（301517.SZ） 20cm涨停 ...

在摩尔线程（688795.SH）上市首日被市场"预付"约3000亿元市值之后，沐曦股份（688802.SH）即将登 陆科创板，再度考验资本对国产算力的买单意愿。 12月7日，沐曦股份公告其科创板IPO网上发行最终中签率为0.03348913%，低于此前摩尔线程的 0.03635%，足见投资者申购热情高涨。 作为专注于高性能通用GPU及AI推理芯片的硬科技企业，沐曦股份不仅吸引了国家人工智能产业投资 基金等重量级战略投资者，更在网下询价阶段引发机构抢筹。 根据发行安排，沐曦股份以104.66元/股的价格公开发行4010万股，若发行后总股本为40010万股，对应 发行市值将达418.74亿元。若市场情绪复刻摩尔线程首日约425%的收盘涨幅，沐曦股份股价将冲至约 595元，对应市值一举突破2300亿元——这意味着二级市场愿为其未来技术兑现与盈利前景"预付"近 1900亿元的估值溢价。 与尚无明确盈利时间表的摩尔线程不同，沐曦股份给出"达到盈亏平衡点的预期时间最早为2026年"的预 期，这份"可预期的商业化能力"会否让市场支付更高昂的"预付款"？答案不久将揭晓。 沐曦股份接棒摩尔线程，引爆年末打新热潮 上周五（12月 ...