大牛股即将上桌？历史规律暗藏“大肉”

Core Viewpoint - The article discusses the potential for significant investment opportunities in the Chinese stock market, particularly focusing on the upcoming IPO of Moer Technology, which is positioned as a leading domestic GPU company. The article highlights the supportive measures from the central bank aimed at stabilizing the capital market and fostering growth in the technology sector [3][4]. Company Insights - Moer Technology's valuation is projected to increase from 25.5 billion yuan in 2024 to 31 billion yuan in 2025, with backing from over 40 investment firms including China Mobile and Sequoia Capital [4]. - The company collaborates with major players like SMIC and Huahong Group to ensure chip production autonomy and has established AI server production lines with Inspur and Sugon, making it one of the few domestic GPU firms with both graphics rendering and AI computing capabilities [4]. - In the consumer GPU market, Moer Technology is expected to capture a 75% market share by the first half of 2025, while its share in the domestic AI computing market is currently only 1.8% [4]. Market Context - The article notes that since 2018, significant capital has flowed into the technology sector, with leading tech companies typically experiencing strong stock performance post-IPO [5]. - Historical data shows that the average daily trading volume in the A-share market has significantly increased, indicating a shift in market dynamics and investor sentiment towards equities over real estate [7][8]. - The article suggests that the stock market may become a primary wealth accumulation vehicle for the public, potentially surpassing the real estate market in importance [11].