Core Viewpoint - The company, Moore Threads (688795.SH), will hold its first MUSA Developer Conference soon, but it is expected that this will not have a significant impact on the company's operating performance in the short term [1] Group 1: Product Development and Market Position - The company's new products have not yet generated revenue, and achieving sales will require product certification, customer onboarding, and mass production, all of which involve uncertainties [1] - The company has not gained a competitive advantage in the market for its new products, facing potential challenges such as technological iteration delays, lower-than-expected market demand, failure or loss of key customer onboarding, and difficulties in mass production and supply [1] - The company will maintain high R&D investment and continue product iteration based on its self-developed MUSA architecture, but it still lags behind some international giants in terms of overall R&D strength, core technology accumulation, and product customer ecosystem [1] Group 2: Current Status and Future Outlook - The company's new products and architecture are still in the research stage, and it will take time before they can achieve mass production and generate revenue [1]
摩尔线程(688795.SH)：目前新产品和新架构均处于在研阶段，量产及产生收入仍需一定时间