高价股一览 以最新收盘价计算，A股平均股价为13.69元，其中股价超过100元的有153只，相比上一个交易日增加4 只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报·数据宝统计显示，截至12月5日 收盘，沪指报收3902.81点，上涨0.70%，A股平均股价为13.69元，个股股价分布看，股价超过100元的 有153只，股价在50元至100元的有421只，股价在30元至50元的有755只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1430.01元，上涨0.42%，其次是寒武纪、C摩 尔等，最新收盘价分别为1355.00元、600.50元。 市场表现方面，收盘股价超百元股中，今日平均上涨4.20%，跑赢沪指3.50个百分点。今日上涨的有95 只，涨停的有中坚科技、长光华芯等，下跌的有56只，跌幅居前的有中科蓝讯、菲菱科思等。 追溯发现，最新百元股近一个月平均上涨1.80%，其间沪指下跌1.45%，涨幅居前的有长光华芯、天普 股份、常友科技等，涨幅分别为89.78%、54.98%、47.77%，今年以来平均涨幅为116.51%，强于沪指 100.07%，累计涨幅居前的有上纬新材、天普 ...

Group 1 - The core viewpoint of the articles highlights the listing of Moore Threads (688795.SH) on the STAR Market as a significant event for the domestic GPU industry, marking a new wave of interest in AI hardware and the further development of the domestic computing power supply chain [1] - Moore Threads is recognized as a key player focusing on local GPU research and computing power solutions, indicating a growing emphasis on domestic technology in the AI sector [1] - The collaboration between SenseTime and Moore Threads, where SenseTime's algorithms have been adapted to Moore Threads' products, illustrates the importance of synergy between AI algorithms and GPU hardware in meeting the increasing demand for AI computing power [2] Group 2 - SenseTime's response to market inquiries about its investment in Moore Threads emphasizes the long-standing business cooperation between the two companies, which enhances the market adaptability of SenseTime's products [1][2] - The interaction on the Futu stock forum reflects SenseTime's strategy of open collaboration and actively building an industrial ecosystem, aligning with the broader trend of upstream and downstream cooperation in the industry [2] - The deep adaptation of algorithms to hardware is becoming a critical factor in driving technological implementation and industry collaboration, showcasing the evolving dynamics within the AI and GPU sectors [2]

Market Overview - A-shares experienced a strong rally on the afternoon of the 5th, with the Shanghai Composite Index returning above 3900 points, and the ChiNext Index rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 17,390 billion yuan, an increase of 1,773 billion yuan compared to the previous day [1] Financial Sector Performance - The financial sector saw significant gains, with insurance stocks collectively surging; China Ping An rose nearly 6%, and China Life and China Pacific Insurance both increased by nearly 5% [3][5] - The brokerage sector also performed well, with Zhongyin Securities hitting the daily limit, and other firms like Industrial Securities and Ruida Futures rising over 5% [3][4] Key Stock Movements - The stock of Moer Thread (688795), which debuted on the Sci-Tech Innovation Board, soared over 500% during the day, closing up 425.46% at 600.5 yuan per share, with a market capitalization of 282.3 billion yuan [1] - The stock recorded a total trading volume of 15.31 billion yuan, making it the highest in A-share trading for the day [1] Insurance Sector Insights - The National Financial Regulatory Administration announced adjustments to risk factors for insurance companies, reducing the risk factor for stocks held over three years from 0.3 to 0.27 [6][7] - It is estimated that insurance funds will need to allocate 5 trillion to 6 trillion yuan in assets annually, potentially bringing in over 6 trillion yuan in equity investment funds over the next five years [7] Aerospace and Defense Sector - The aerospace and defense sector saw strong performance, with stocks like Hongxiang Co. and Chaojie Co. hitting the daily limit, and other companies like Aerospace Power and Aerospace Science & Technology also reaching their limits [9][10] - The recent successful launch of the Zhuque-3 rocket marks a significant milestone for China's commercial aerospace industry, which is expected to enter a phase of high-frequency launches starting in 2026 [11] Rare Earth Sector Activity - The rare earth sector showed notable activity, with stocks like Ningbo Yunsheng hitting the daily limit, and Jinli Permanent Magnet and Huicheng Environmental Protection rising over 8% [13][14] - The issuance of general export licenses for companies like Jinli Permanent Magnet and Ningbo Yunsheng is expected to streamline export processes and boost demand recovery in the rare earth permanent magnet industry [14][15]

Core Insights - The listing of Moores Threads (688795.SH) on the STAR Market on December 5 marks a significant event in the domestic GPU sector, highlighting the growing interest in AI hardware and the maturation of the domestic computing power industry chain [1][2] Group 1: Company Developments - Moores Threads is recognized as a key player in local GPU research and computing power solutions, and its IPO is seen as a catalyst for renewed enthusiasm in the AI hardware market [1] - SenseTime, a leading AI software company, confirmed its long-standing business collaboration with Moores Threads, indicating that its algorithms have been adapted to Moores Threads' products, enhancing market compatibility [2][3] Group 2: Industry Trends - The collaboration between AI algorithm companies and domestic GPU manufacturers is becoming crucial for the implementation of technology and industry cooperation, driven by the increasing demand for AI computing power [2][3] - SenseTime's interaction on social media reflects its commitment to open collaboration and the strategic direction of building an industrial ecosystem, which aligns with the broader trend of upstream and downstream cooperation in the industry [3]

Market Overview - As of December 5, the Shanghai Composite Index closed at 3902.81 points, up 27.01 points, with a gain of 0.70% [1] - The Shenzhen Component Index closed at 13147.68 points, up 140.96 points, with a gain of 1.08% [1] - The ChiNext Index closed at 3109.30 points, up 41.81 points, with a gain of 1.36% [1] Stock Performance - A total of 82 A-shares had a turnover rate exceeding 20% on this day, with N-Moore-U reaching a turnover rate of over 50% [1] - N-Moore-U (688795) had a closing price of 600.50 CNY, with a turnover rate of 85.49% and a remarkable increase of 425.46% [1] - Other notable stocks with high turnover rates include: - Chuling Information (300250) with a turnover rate of 46.01% and a decline of 7.22% [1] - Sichuan Jinding (600678) with a turnover rate of 44.89% and a slight decline of 0.74% [1] - C China Uranium (001280) with a turnover rate of 44.11% and a decrease of 5.18% [1] - Jinfu Technology (003018) with a turnover rate of 43.71% and a marginal increase of 0.10% [1] Additional Notable Stocks - Weston (301315) closed at 66.30 CNY with a turnover rate of 43.08% and an increase of 5.20% [1] - Haixin Food (002702) closed at 9.55 CNY with a turnover rate of 42.20% and a gain of 10.02% [1] - Tongyu Communication (002792) closed at 29.47 CNY with a turnover rate of 41.60% and an increase of 4.73% [1] - Other stocks with significant turnover rates include: - Huawu Co., Ltd. (300095) with a turnover rate of 39.34% and a decline of 2.40% [1] - Zhongneng Electric (300062) with a turnover rate of 38.89% and an increase of 12.76% [1] - Xiaocheng Technology (300139) with a turnover rate of 38.76% and a gain of 14.62% [1]

Core Insights - Moore Threads, known as the "first domestic GPU stock," debuted on the Sci-Tech Innovation Board with an initial price of 114.28 yuan per share, opening at 650 yuan, a 468% increase, and closing at 600.50 yuan, marking a 433.22% rise on its first day [1][2] Company Overview - Founded in June 2020, Moore Threads focuses on the research, design, and sales of full-function GPU chips, covering data center-level, desktop-level GPUs, and related software systems [2] - The company has launched four generations of GPU architectures, creating a diverse product matrix for AI computing, high-performance computing, graphics rendering, and computational virtualization [2] Financial Performance - In the first three quarters of this year, Moore Threads reported revenues of 785 million yuan, exceeding the total revenue of the past three years, with a year-on-year growth of 182% [2] - The net loss narrowed to 724 million yuan, with management projecting profitability by 2027 [2] Market Activity - On its first trading day, Moore Threads achieved a market capitalization of 282.3 billion yuan, positioning itself against Cambricon, which had a market cap of 571.4 billion yuan [2] - The stock saw a turnover rate exceeding 85% on its debut, indicating that most investors who received allocations sold their shares quickly, suggesting caution for short-term investors [2] IPO Details - The offline subscription for the IPO was highly competitive, with a subscription multiple of 1572 times and over 700 billion shares applied for, resulting in an allocation of only 39.2 million shares [1][2] - The online subscription saw 4.8266 million valid applications, totaling 46.217 billion shares, with a winning rate of approximately 0.036% [1]

以最新收盘价计算，科创板平均股价为40.31元，其中股价超100元的有67只，股价最高的是寒武纪-U。 证券时报·数据宝统计显示，科创板股今日上涨的有484只，下跌的有106只，以收盘价为基准测算，科 创板平均股价为40.31元，其中，收盘价超过100元的有67只，股价在50元至100元之间的有135只，股价 在30元至50元的有150只。 科创板股中，收盘价最高的是寒武纪-U，今日报收1355.00元，下跌1.02%，其次是C摩尔-U、源杰科技 等，最新收盘价分别为600.50元、598.90元。 科创板百元股中，今日平均上涨7.32%，具体来看，今日上涨的有33只，涨幅居前的有C摩尔-U、长光 华芯、步科股份等。下跌的有32只，跌幅居前的有中科蓝讯、东芯股份、影石创新等。 资金流向方面，科创板百元股今日主力资金合计净流入27.32亿元，净流入资金居前的有C摩尔-U、长光 华芯、国盾量子等，净流入资金分别为{6}；净流出资金居前的有寒武纪-U、东芯股份、海光信息等， 净流出资金分别为44824.31万元、35631.58万元、21828.33万元。 融资融券方面，百元股最新（12月4日）融资余额合计926. ...

Core Viewpoint - The capital market's unprecedented enthusiasm for computing power concepts is exemplified by the explosive debut of Moole Thread on the STAR Market, with a first-day opening price of 650 CNY per share, leading to a market capitalization of 305.5 billion CNY, marking a 468.78% increase from its issuance price [1][5] Company Overview - Moole Thread is often referred to as the "Chinese version of NVIDIA" and is recognized as the "first stock of general-purpose GPU in China," attracting significant market speculation [1][5] - The company has accumulated losses of nearly 6 billion CNY over three years and relies heavily on external funding [1][5] Market Positioning - The core logic behind market optimism for Moole Thread lies in its strategic rarity in the domestic general-purpose computing sector, which is a key reason for its comparison to NVIDIA [1][5] - The company has a full-stack self-research technology route, with capabilities from architecture definition to packaging and testing, and has developed a series of GPU architectures [2][5] Product Development - Moole Thread has launched four generations of GPU architectures, with the latest "Pinghu" achieving an FP32 Vector computing power of 32T, surpassing NVIDIA's A100 but below the H100 [2][5] - The company has made significant breakthroughs in cutting-edge technologies such as FP8 efficient computing, positioning itself among the few domestic manufacturers with such capabilities [2][5] Business Model - The company adopts a Fabless model, focusing on the research, design, and sales of GPU chips while outsourcing manufacturing and packaging to specialized firms, optimizing operational and capital efficiency [3][5] Financial Performance - Moole Thread has shown rapid revenue growth, with projected revenues of 0.46 billion CNY in 2022, 1.24 billion CNY in 2023, and expected revenues of 4.38 billion CNY and 7.85 billion CNY in the first three quarters of 2024 [6][8] - The company’s gross margin has improved significantly, from -70% in 2022 to 61.9% in the first three quarters of 2025, indicating the emergence of scale effects [9][10] Market Potential - The AI chip market in China is projected to reach 1.33 trillion CNY by 2029, with GPUs expected to account for 77.3% of this market [15][18] - The geopolitical risks have created historic opportunities for domestic companies, with predictions that local AI chip suppliers will capture 55% of the market by 2027 [15][18] Valuation and Risks - The market has priced in high expectations for Moole Thread's future growth, with a market capitalization that reflects a significant premium based on anticipated performance [19][20] - The company faces challenges such as profitability uncertainty, reliance on external funding, and a competitive landscape that has intensified with the entry of major players [23][24]

12月5日，开盘，摩尔线程股价暴涨468.78%，以开盘价（650元/股）计算，中一签（500股）账面盈利超过26万元，成为年内最赚钱新股。 | N 摩尔-U | | 17. Q | | | --- | --- | --- | --- | | 688795 科创板 | | | | | 650.00 今年 650.00 看高 650.00 最低 | | 650.00 | | | 468.78% 535.72 狭手 | 7.61% 总手 | 22360 金额 14.53亿 | | | 总值 3055亿 流值 191.0亿 市盈利~316.70 | | 重零 | | | 分时 | 五日 日Ｋ 周Ｋ 月 月 K 更多 , | હ | | | 最新: 650.00 535.72 468.78% | | (?) 大单模式 | | | 650.00 | 468.78% | 五档 大単 分价 | | | | | 卖5 655.65 | | | | | 変す 655.55 | 2 | | | | 할 3 655.00 | 2 | | | | を２ 654.00 | | | 414.28 | | 卖1 651.00 | 2 | ...

人民财讯12月5日电，12月5日，N摩尔-U（688795）(即摩尔线程)登陆科创板，该股开盘涨幅达到 468.8%，A股市值直接飙升至3000亿元以上。截至今日收盘，公司股价报收600.5元/股，取代源杰科 技，成为当前A股第三高价股。排在前两位的是贵州茅台、寒武纪-U。 | | | A股高价股排名 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 | A股市值 | 甲力行业 | | | | (元/股) | (亿元) | | | 600519 | 贵州茅台 | 1430.01 | 17907.59 | 食品饮料 | | 688256 | 寒武纪-U | 1355.00 | 5713.83 | 电子 | | 688795 | N 摩尔-U | 600. 50 | 2822. 52 | 电子 | | 688498 | 源杰科技 | 598. 90 | 514. 74 | 电子 | | 300308 | 中际旭创 | 537.05 | 5967. 26 | 通信 | | 688027 | 国盾量子 | 461.88 | 475. 09 | 通信 | | 0 ...