国产GPU第一股！摩尔线程跑出“加速度”，94亿融资背后是一场“信任长跑”

Core Viewpoint - Moores Threads has officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, marking a significant milestone in China's semiconductor self-innovation process [1][2] Group 1: Company Overview - Moores Threads has transformed from "0" to "1" in five years, becoming the first domestic GPU company to go public [2] - The company's stock closed at 600.50 yuan on its first day, with a surge of 425.46%, resulting in a total market capitalization of 282.3 billion yuan and a trading volume of 15.307 billion yuan [2] Group 2: Founder's Background - The founder, Zhang Jianzhong, has a rich background in the IT industry, having worked at HP, Dell, and Nvidia, where he played a crucial role in building the GPU ecosystem in China [4][7] - Zhang established Moores Threads in response to increasing restrictions on China's semiconductor technology, aiming to create a self-sufficient high-end GPU ecosystem [4] Group 3: Team Composition - The founding team consists of elite members from Nvidia, forming a strong "Nvidia system" with complementary skills in various fields [7] - The technical team includes experienced GPU architects and chip developers from top companies like Nvidia, AMD, and Intel, providing a solid technical foundation for the company [7] Group 4: Investment Journey - Moores Threads has completed eight rounds of financing, attracting over 80 investment institutions, with a total funding amount of 9.498 billion yuan [8] - Notable early investors include Peixian Qianyao and Shenzhen Minghao, who benefited significantly from their early involvement [8] Group 5: IPO Process - The IPO process was notably swift, taking only 158 days from application acceptance to listing, showcasing the "Sci-Tech Innovation Board acceleration" [11][13] - The company aims to raise 8 billion yuan through its IPO to fund the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [15] Group 6: Industry Impact - Moores Threads is recognized not only as the first domestic GPU stock but also as a leader in creating a comprehensive GPU ecosystem [15] - The successful IPO represents a critical step in China's high-performance computing sector, providing essential support for overcoming high-end chip technology challenges [15]