转自：贝壳财经 【高开568.83%！#沐曦股份中一签或赚近30万#】#沐曦股份上市首日高开568%#17日，继摩尔线程之 后，"国产GPU第二股"沐曦股份正式登陆科创板。上市首日，沐曦股份高开568.83%，股价报700元/ 股，市值达2801亿元。按照104.66元/股的发行价计算，中一签(500股)盈利近30万元。回拨机制启动 后，沐曦股份网下最终发行数量约2282.91万股，网上最终发行数量为966.55万股，网上发行最终中签率 为0.03348913%。也就是说，每万名"打新"股民中，仅有不到4人能中签。谈及股民对明星硬科技公司的 打新热情能否持续，中央财经大学副教授刘春生表示，IPO的供给节奏与政策调控力度将直接影响稀缺 性溢价，若新股扩容或定价机制优化，当前热度可能减弱。其次，企业的基本面与盈利兑现能力至关重 要。更为重要的是，国产GPU赛道的竞争格局将是支撑其长期投资价值的核心。（中新经纬） ...

Group 1 - The core viewpoint of the article highlights the successful IPO of Mu Xi Co., Ltd. (688802.SH), which saw its stock price surge by 568% on the first day of trading, reaching a peak increase of 616.61% to 750 HKD, resulting in a total market capitalization of 300 billion HKD [1] - Mu Xi Co., Ltd. specializes in the research and development of high-performance GPU chips and computing platforms, with products including the Xisi N series GPU for intelligent computing inference, the Xiyun C series GPU for training and general computing, and the upcoming Xicai G series GPU for graphics rendering [1] - The funds raised from the IPO will primarily be allocated to projects focused on the development and industrialization of new high-performance general-purpose GPUs, next-generation AI inference GPUs, and high-performance GPU technology for emerging applications [1] - The IPO price was set at 104.66 CNY per share, corresponding to a market value of approximately 41.874 billion CNY and a price-to-sales ratio of 56.35 times, making it the second A-share stock to debut above 100 CNY this year, following Mo Er Thread's 114.28 CNY [1]

2025年12月17日，沐曦集成电路（上海）股份有限公司（688802.SH，以下简称"沐曦股份"）成功在上 海证券交易所科创板上市。本次发行募集资金人民币41.97亿元，华泰联合证券担任独家保荐人及主承 销商。本项目是近两年长三角地区发行规模最大的IPO项目，也是全面注册制以来自财务数据基准日至 完成首次申报速度最快的IPO项目。 "十五五"规划建议明确提出"加快高水平科技自立自强"，相关部署和要求，扬起了新征程上科技创新的 奋进风帆。沐曦股份是国内高性能通用GPU产品的主要领军企业之一，沐曦股份本次A股上市，是国家 战略性新兴产业融合发展大势所趋，是科创板深化改革"1+6"政策体系的成果体现，是中国人工智能产 业自主化突破与长远发展的重要一步。作为优质未盈利科技创新企业，沐曦集成的成功上市也是其打通 发展堵点痛点、加速科技成果转化的重要一步。 沐曦股份致力于自主研发全栈高性能GPU芯片及计算平台，自成立以来持续深耕GPU和人工智能行业， 始终坚持自主创新，依托一支深刻洞察全球行业发展趋势、拥有高性能GPU顶尖技术及稀缺量产经验的 研发管理团队，完成全栈高性能GPU产品设计开发，积累大量核心技术，并快速实现 ...

Core Viewpoint - The debut of domestic GPU company Mu Xi Co., Ltd. saw a significant increase in stock price, highlighting strong market interest and potential in the high-performance GPU sector [1] Company Overview - Mu Xi Co., Ltd. is primarily engaged in the independent research and development of high-performance GPU chips and computing platforms [1] - The company's product lineup includes the Xi Si N series GPUs for intelligent computing inference, the Xi Yun C series GPUs for training and general computing, and the upcoming Xi Cai G series GPUs for graphic rendering [1] IPO Details - The IPO raised funds aimed at projects including the development and industrialization of new high-performance general-purpose GPUs, next-generation AI inference GPUs, and high-performance GPU technology for emerging applications [1] - The issuance price was set at 104.66 yuan per share, corresponding to a market capitalization of approximately 41.874 billion yuan and a price-to-sales ratio of 56.35 times [1] - Mu Xi Co., Ltd. is the second A-share company this year to issue shares at over 100 yuan, following Mo Er Thread's 114.28 yuan per share [1]

芯片ETF天弘(159310)跟踪的中证芯片产业指数(H30007)一度涨近1%。成分股方面涨跌互现，卓胜微(300782)领涨6.51%，晶合 集成(688249)上涨5.09%，华润微(688396)上涨3.70%。 截至12月16日，芯片ETF天弘(159310)近3月规模增长2.61亿元，实现显著增长。 【产品亮点】 科创综指具备"投全面、投前沿、投早期"三大特点，可助力投资者全面把握本轮科技成长行情。具体来看，该指数覆盖科创板 97%的市值，行业分布相对均衡，可有效应对科技细分领域快速轮动的市场环境，其几乎全部成份股属于战略性新兴产业，且 市值风格偏向中小盘，聚焦早期创新投资机遇。 芯片ETF天弘(159310)跟踪中证芯片产业指数，反映芯片产业上市公司证券的整体表现。一键布局中国"芯"时代核心资产。 【相关产品】 科创综指ETF天弘(589860)，对应场外联接(A：023721；C：023722)。 芯片ETF天弘(159310)，对应场外联接基金(A：012552，C：012553）。 截至2025年12月17日09:48，科创综指ETF天弘(589860)跟踪的上证科创板综合指数(00068 ...

Group 1 - The core viewpoint of the article highlights the successful IPO of domestic GPU company Muxi Integrated Circuit (Shanghai) Co., Ltd., which saw its stock price surge by 568.83% on the first day of trading, reaching a market capitalization of approximately 280.1 billion yuan [1] - Muxi's issuance price was set at 104.66 yuan per share, with 40.1 million shares issued, resulting in a net fundraising amount of approximately 3.899 billion yuan after deducting issuance costs [3] - Investors who participated in the online subscription could potentially earn a profit of 297,600 yuan based on the opening price on the first trading day [3] Group 2 - Muxi was established in September 2020 and focuses on developing a full-stack high-performance GPU chip and computing platform, primarily engaged in the research, design, and sales of GPU products for artificial intelligence training and inference, as well as general computing and graphics rendering [4] - The funds raised from the IPO will be primarily allocated to core R&D projects, including the development and industrialization of new high-performance general-purpose GPUs and next-generation AI inference GPUs [3]

据悉沐曦股份，本次科创板IPO的发行价格为104.66元/股，发行股份数量为4010万股，占发行后总股本的10.02%，拟募集资金总额为41.97亿元，将用于投 资"新型高性能通用GPU研发及产业化项目""新一代人工智能推理GPU研发及产业化项目"和"面向前沿领域及新兴应用场景的高性能GPU技术研发项目"。 12月17日，头顶"国产GPU第二股""年内第二贵新股"光环，成立仅五年的沐曦股份上市首日即高开568.83%，开盘价涨到700元/股。盘中一度涨到740元/ 股，涨幅达到607.05%，市值达到2960.7亿元。因此也登上了同花顺人气排行榜Top3. 作为"国产GPU第二股"，沐曦股份延续了"国产GPU第一股"摩尔线程的高开。2025年12月5日，摩尔线程正式登陆科创板，报650元/股，其发行价为114.28 元/股，相较之下上涨468.78%。 ...

Core Viewpoint - The debut of domestic GPU company Muxi Co., Ltd. (688802.SH) on December 17 saw its stock price surge by 568%, reaching a peak increase of 616.61% to 750 HKD, resulting in a total market capitalization of 300 billion CNY and a single contract profit exceeding 320,000 CNY [1] Company Overview - Muxi Co., Ltd. specializes in the independent research and development of high-performance GPU chips and computing platforms, with products including the Xisi N series GPUs for intelligent computing inference, the Xiyun C series GPUs for training and general computing, and the upcoming Xicai G series GPUs for graphic rendering [1] IPO Details - The IPO raised funds primarily for projects focused on the development and industrialization of new high-performance general-purpose GPUs, next-generation AI inference GPUs, and high-performance GPU technology for emerging applications [1] - The issuance price was set at 104.66 CNY per share, corresponding to a market value of approximately 41.874 billion CNY and a price-to-sales ratio of 56.35 times [1] - Muxi Co., Ltd. is the second A-share company this year to issue shares at over 100 CNY, following Moer Technology's 114.28 CNY per share [1]

沐曦股份盘中涨超660%，股价突破800元大关。 ...

公开资料显示，葛卫东在2025年2月和3月分别出资3亿元、5亿元，合计8亿元取得沐曦股份的股份，以 沐曦股份开盘价700元计算，葛卫东直接持有的沐曦股份市值已达100亿元，仅这部分持股不到一年时间 便浮盈92亿元。 全文详见：沐曦股份上市首日开盘暴涨568.83%，成A股年内第一"肉签"，私募大佬葛卫东暴赚！ 国产GPU资本盛宴迎第二波，沐曦股份今日正式在科创板上市，公司股价开盘大涨568.83%，开盘价高 达700元，较发行价104.66元暴涨568.83%，以开盘价计算，中签者单签浮盈29.77万元，公司最高市值 突破2800亿元。 沐曦股份此次发行价104.66元/股，为年内第二高发行价新股，仅次于摩尔线程的114.28元/股。按首日 最高价计算，中一签（500股）的投资者浮盈达29.77万元，成为年内第一赚钱新股（此前上市首日单日 盈利额最大的为摩尔线程，以当日收盘价计算，摩尔线程中一签可赚24.31万元，以当日最高价计算， 最高获利超过28.69万元）。 多家知名量化私募也获配较多，获配最多的是梁文锋旗下的宁波幻方量化，为490.8万元；其次是衍复 投资，超460万元；此外，九坤投资获配超过300万 ...