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国产GPU龙头摩尔线程启动IPO,芯片ETF易方达(516350)、科创人工智能ETF(588730)聚焦产业链龙头
Mei Ri Jing Ji Xin Wen·2025-11-14 06:58

Core Viewpoint - The domestic GPU company Moore Threads has initiated its IPO process on the Sci-Tech Innovation Board, aiming to become the "first domestic GPU stock" with fundraising primarily directed towards the development of next-generation self-controlled AI training/inference integrated chips, self-controlled graphics chips, and AI SoC chips, reflecting a strategic focus on long-term investment in core technologies [1] Group 1: Company Developments - Moore Threads is set to enhance the certainty of AI computing hardware development through its upcoming IPO fundraising and technological layout [1] - The company’s fundraising efforts are aligned with its strategic direction towards core technology investments [1] Group 2: Industry Implications - The related industry indices are focusing on domestic AI industry chain-related stocks, which may benefit from the iteration and development of domestic chips, potentially leading to performance elasticity driven by industry prosperity [1] - The China Securities Chip Industry Index emphasizes leading companies across various segments of the chip industry, with digital chip design accounting for over 50% [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index consists of 30 major AI industry chain-related stocks, focusing on upstream basic chips and downstream AI applications [1] Group 3: Investment Tools - The E Fund ETF (516350) and the Sci-Tech Artificial Intelligence ETF (588730) track the aforementioned indices, providing investors with convenient tools to invest in the semiconductor industry chain [1]