中一签或赚超10万：200家机构“扫货”摩尔线程 有人弃购

Core Insights - The IPO of Moore Threads, known as the "first domestic GPU stock," has garnered significant market attention, with an online subscription rate as low as 0.036%, indicating that less than 4 out of every 10,000 applicants succeeded in obtaining shares [1][3] - Despite the high difficulty in obtaining shares, over 3 million yuan worth of new shares were abandoned by online investors, while offline investors fully subscribed, with a total of 94 public funds and 113 private funds participating [1][3] Subscription Details - Online investors subscribed for 16.77 million shares, amounting to 1.917 billion yuan, with 29,302 shares worth 334.86 thousand yuan abandoned due to insufficient funds or perceived high pricing [3] - Offline investors subscribed for 39.2 million shares, totaling 4.48 billion yuan, with no shares abandoned [8] Institutional Participation - A total of 94 public and 113 private funds participated in the offline subscription, acquiring 23.24 million shares worth 2.656 billion yuan [8] - Notable private funds included Huansheng Quantitative, which received 61,300 shares, and Lin Yuan Investment, which acquired 3,014 shares [9] Market Context - The IPO price was set at 114.28 yuan per share, with expectations of a potential first-day increase of 100% to 300%, translating to potential profits of 57,000 to 114,000 yuan per subscription [6][10] - The average first-day increase for companies listed on the Sci-Tech Innovation Board this year is around 200%, with nearly 90% of companies doubling their stock price on debut [5][4] Strategic Value - The strong interest from institutional investors is attributed to Moore Threads' unique position in the AI computing and domestic substitution wave, showcasing its strategic value and rarity in the market [10] - The company is recognized for its full-function GPU technology, which competes directly with industry leader NVIDIA, and its products support key areas such as AI and the metaverse [10]