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“国产GPU第二股”上市首秀暴涨!一签赚近30万
Ge Long Hui· 2025-12-17 02:40
盘中,该股一度涨超750%至892元,总市值达3568.89亿元。 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。 "国产GPU第二股"沐曦股份今日正式登陆科创板。 此次IPO,沐曦股份募集资金主要投向"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"。 上市首日,沐曦股份-U(688802.SH)高开568.83%,报700元/股。 按照104.66元/股的发行价计算,中一签(500股)盈利约29.8万元。 沐曦股份此次发行价格为104.66元/股,对应市值约为418.74亿元,市销率为56.35倍。 从首发价格来看,沐曦股份本次发行价格是年内A股第二只首发百元股,仅次于摩尔线程114.28元/股的首发价格。 ...
一签赚近30万!沐曦股份刷新A股纪录,成全面注册制以来最赚钱新股
Ge Long Hui A P P· 2025-12-17 02:38
Group 1 - The core viewpoint is that Muxi Co., Ltd., known as the "second domestic GPU stock," successfully listed on the STAR Market, opening with a 568% increase to 700 yuan, resulting in a total market capitalization of 280 billion yuan [1] - The issuance price for Muxi Co., Ltd. was set at 104.66 yuan per share, indicating a potential maximum profit of 297,700 yuan for investors who subscribed to one lot, surpassing the recently listed Moer Thread and becoming the most profitable new stock since the full registration system was implemented in A-shares [1]
A股异动丨沐曦股份首日上市飙升616%,市值达3000亿
Ge Long Hui A P P· 2025-12-17 02:38
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]
高开568.83%!沐曦股份中一签或赚近30万
Xin Jing Bao· 2025-12-17 02:38
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) ...
华泰联合证券保荐沐曦股份登陆科创板,新质生产力再添新军
Xin Lang Cai Jing· 2025-12-17 02:34
Core Viewpoint - Muxi Integrated Circuit (Shanghai) Co., Ltd. successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, raising RMB 4.197 billion, marking the largest IPO in the Yangtze River Delta region in the past two years and the fastest IPO since the implementation of the comprehensive registration system [1][3]. Group 1: Company Overview - Muxi Co. is a leading enterprise in high-performance general-purpose GPU products in China, aligning with national strategic emerging industry trends and contributing to the self-reliance in the artificial intelligence sector [1][3]. - The company focuses on the independent research and development of full-stack high-performance GPU chips and computing platforms, emphasizing innovation and leveraging a skilled R&D management team [2][4]. Group 2: Product and Market Performance - Muxi's flagship product, the Xiyun C series training and inference integrated GPU chip, is based on fully self-developed GPU IP, instruction set, and architecture, achieving domestic leadership in versatility, single-card performance, cluster performance, stability, ecosystem compatibility, and migration efficiency [2][4]. - As of the end of March 2025, Muxi's GPU products have sold over 25,000 units and have been applied on a large scale in various national AI public computing power platforms, operator intelligent computing platforms, and commercial intelligent computing centers [2][4].
国产GPU第二股沐曦股份首日上市飙升616%,市值达3000亿,发行对应市值约为418.74亿!新股单签盈利超32万元
Ge Long Hui· 2025-12-17 02:33
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]
沐曦股份上市首日高开大涨超600%!科创综指ETF天弘(589860)、芯片ETF天弘(159310)跟踪指数上攻涨近1%
Sou Hu Cai Jing· 2025-12-17 02:33
Group 1 - The Science and Technology Innovation Index ETF Tianhong (589860) tracks the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680), which has shown a 0.63% increase as of December 17, 2025 [1] - Notable constituent stocks include Huaguang New Materials (688379) with an 11.62% increase, Dingtong Technology (688668) up by 8.94%, and Haohan Depth (688292) rising by 7.93% [1] - The Chip ETF Tianhong (159310) tracks the CSI Chip Industry Index (H30007), which also saw a near 1% increase, with leading stocks like Zhuosheng Micro (300782) up by 6.51% and Jinghe Integration (688249) increasing by 5.09% [1] Group 2 - The Science and Technology Innovation Index is characterized by "comprehensive investment, frontier investment, and early-stage investment," allowing investors to grasp the current technology growth trend [2] - The index covers 97% of the market capitalization of the Science and Technology Innovation Board, with a balanced industry distribution to effectively respond to rapid market rotations in technology sectors [2] - The Chip ETF Tianhong (159310) provides exposure to core assets in China's "chip" era [2] Group 3 - Muxi Co., Ltd. (688802.SH), a leading domestic GPU company, debuted on the Science and Technology Innovation Board with a staggering opening price of 700 CNY per share, reflecting a 568% increase from its issue price of 104.66 CNY [3] - The total market capitalization of Muxi Co. reached 280 billion CNY, with potential profits for investors who received shares in the initial offering reaching nearly 300,000 CNY per lot if sold at the opening price [3] Group 4 - The Ministry of Science and Technology has outlined the "14th Five-Year Plan" for technological innovation, focusing on the production of landmark original achievements and strengthening foundational research and original innovation [4] - The plan emphasizes the need for a systematic approach to major national science and technology projects and aims to accelerate the output of significant, original technological results [4] Group 5 - Tianfeng Securities maintains a positive outlook on investment opportunities within the core sectors of the computing power industry, highlighting the sustained high demand for AI-related needs reflected in company financial reports [5] - The domestic computing power sector is expected to continue developing, with major companies like Alibaba and ByteDance investing in AI, indicating ongoing high demand in the AI industry and the AIDC supply chain [5] - Overall, 2025 is anticipated to be a pivotal year for domestic AI infrastructure competition and application development [5]
国产GPU新星沐曦股份科创板上市,首日市值突破2800亿元
Sou Hu Cai Jing· 2025-12-17 02:32
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]
国产GPU第二股,沐曦股份上市首日同样高开
Sou Hu Cai Jing· 2025-12-17 02:32
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%。 ...