Mei Ri Jing Ji Xin Wen·2025-09-23 22:33Core Viewpoint - The news highlights the strong market performance of companies associated with Moores Threads, driven by the accelerated IPO process of Moores Threads, which is recognized as a domestic leader in GPU development, aiming to raise 8 billion yuan for AI chip research and development [1][4]. Group 1: Market Performance - Companies such as Heertai and Lianmei Holdings have seen their stock prices surge, with Heertai reaching a price of 55.19 yuan and a market capitalization of 51.04 billion yuan, while Lianmei Holdings hit 8.73 yuan with a market cap of 19.75 billion yuan [1]. - Heertai's stock has shown a "4 days 3 boards" trend, indicating significant investor interest following the news of Moores Threads' IPO [4]. Group 2: Company Relationships - Heertai holds a 1.03% direct stake in Moores Threads, while Zhongke Lanyun holds 0.50% of the company, indicating a limited but notable direct investment landscape [3]. - Heertai's Zhuhai base is reportedly handling over 30% of Moores Threads' GPU module orders, suggesting a potential operational relationship despite previous statements indicating no current business collaboration [4]. Group 3: Investment Landscape - The indirect investment network in Moores Threads is extensive, with companies like Lianmei Holdings and Chuling Information also experiencing stock price increases due to their indirect stakes [5]. - Lianmei Holdings has invested 100 million yuan in Moores Threads through its subsidiary, while Chuling Information holds a 1.08% stake in a fund that owns 2.12% of Moores Threads [5]. Group 4: Market Sentiment and Clarifications - The surge in Moores Threads concept stocks has led to some companies clarifying their non-involvement, such as Zhangjiang Hi-Tech and Yinxin Technology, which denied any direct investment or strategic partnerships with Moores Threads [6].