对话摩尔线程中签散户:A股教会我的不只是赚钱
3 6 Ke·2025-11-28 11:07

Core Viewpoint - The recent IPO of Moer Thread, China's first domestic GPU company, has attracted significant attention from nearly 4.83 million investors, with a final subscription rate of 0.036% after the allocation mechanism was activated [1][4]. Group 1: Investor Reactions - Investor Zhong Lei, a 20-year stock market veteran, received a notification of winning the lottery for shares and expressed a casual approach to new stock subscriptions, indicating that he has never lost money in this practice [1][2]. - Another investor, Chen Manqin, who has been participating in A-share new stock subscriptions for about four to five years, expressed excitement upon winning the lottery for the first time, highlighting the emotional aspect of the experience [5][6]. Group 2: Investment Strategies - Zhong Lei's strategy involves a "full coverage" approach to new stock subscriptions, where he applies for all available new stocks without discrimination between main board and Sci-Tech Innovation Board [4][6]. - Chen Manqin, on the other hand, plans to observe market conditions before deciding when to sell his shares, indicating a more flexible investment strategy compared to Zhong Lei's fixed selling plan [8][9]. Group 3: Company Insights - Moer Thread is recognized as a significant player in the domestic GPU market, with its founder being a former general manager of NVIDIA's China division, which adds credibility to its potential in the industry [6][8]. - Both investors have shown interest in the company's product performance and profitability, with Zhong Lei considering purchasing Moer Thread's products if his investment proves profitable [9].

对话摩尔线程中签散户:A股教会我的不只是赚钱 - Reportify