Core Viewpoint - The stock of Moer Technology, known as the "first domestic GPU stock," experienced significant volatility, initially dropping nearly 20% before recovering to a 7% decline at midday. The company issued a risk warning regarding its new products and architectures, which are still in the research phase and have not yet generated revenue, indicating uncertainty in product sales and market entry [1]. Group 1: Stock Performance - Moer Technology's stock price fell below 800 yuan, reflecting a sharp decline in early trading [1]. - The stock rebounded quickly after the initial drop, ending the midday session with a 7% decrease [1]. Group 2: Product Development and Market Position - The company announced that its new products and architectures are still under development, with no revenue generated yet [1]. - There are several stages required for product sales, including certification, customer onboarding, and mass production, all of which carry uncertainties [1]. Group 3: Market Outlook and Investment Considerations - Analysts suggest that Moer Technology, as a leading domestic GPU company, is positioned to benefit from the trend of independent computing power, potentially gaining market share in the face of NVIDIA's dominance [1]. - The company's high cost-performance ratio and supportive policies may provide long-term growth potential, although short-term performance is unlikely to see significant breakthroughs [1]. - Investors are advised to be cautious regarding valuation fluctuations and to approach potential buying opportunities with care [1].
一财主播说|从跌近20%到一度反弹至跌不足3%！摩尔线程股价回调是买入时点吗？