Core Insights - The recent IPO of Moer Technology, dubbed the "first domestic GPU stock," has generated significant market attention, with a single lottery ticket yielding a profit of 280,000 yuan, creating a new wealth-building narrative [1] - The IPO excitement has positively impacted another domestic GPU leader, Muxi Co., which has seen a surge in interest, with its offering price set at 104.66 yuan per share, making it the second highest in A-share new stock issuance for 2025, corresponding to a market capitalization of approximately 41.874 billion yuan [1] - The final lottery winning rate for Muxi Co. was notably low at 0.03348913%, indicating increased difficulty in securing shares, with 5.1752 million investors participating in the online subscription, reflecting strong market confidence in the domestic GPU sector [1] Institutional Participation - Public and private equity funds have actively engaged in the offline allocation of Muxi Co.'s shares, with statistics showing that 200 institutions participated, collectively acquiring 13.7598 million shares, amounting to 1.44 billion yuan [1] - Among these, public funds were the primary contributors, with 94 public fund products securing a total of 13.3923 million shares, valued at 1.402 billion yuan, including 19 institutions that received allocations of at least 10 million yuan [1] Top Fund Allocations - E Fund led the allocation with 1.9409 million shares and an investment of 203.13 million yuan, followed by Southern Fund with 1.8596 million shares and 195 million yuan [2][3] - Other notable funds include ICBC Credit Suisse with 1.7070 million shares (179 million yuan) and Fortune Fund with 1.2418 million shares (129.96 million yuan) [2][3]
94家公募机构获配沐曦股份逾14亿元 易方达获配超2亿元居首
Xin Hua Cai Jing·2025-12-09 06:29