沐曦股份中签者：“期待赚20多万”“券商客服让我考虑换辆车”

Core Viewpoint - The recent listing of domestic GPU company Moer Thread has significantly influenced market sentiment, leading to increased attention on another domestic GPU company, Muxi Co., which is set to go public on December 17 [1][15]. Company Overview - Muxi Co. is recognized as a leading enterprise in high-performance general-purpose GPU products in China, focusing on the development of high-performance GPU chips and computing platforms for AI computing, general computing, and graphics rendering [11][24]. - The company has not yet achieved profitability, with projected revenues of 42.64 million yuan, 53.02 million yuan, and 743 million yuan from 2022 to 2024, and net losses of 7.77 billion yuan, 8.71 billion yuan, and 14.09 billion yuan during the same period [11][24]. Market Performance and Investor Sentiment - Muxi Co. has a planned issuance of 40.1 million shares at an initial price of 104.66 yuan per share, with a low online subscription rate of 0.03348913%, indicating that only about 4 out of every 10,000 investors will receive shares [9][22]. - If market conditions mirror those of Moer Thread, which saw a first-day increase of 468.78%, Muxi Co.'s stock price could reach approximately 595 yuan, potentially yielding a profit of around 250,000 yuan for investors who secure shares [9][22]. - The enthusiasm for Muxi Co. is partly driven by its association with the high-growth potential of the domestic GPU sector, which is seen as strategically significant amid the AI computing boom [12][25]. Investment Trends - The recent surge in interest for Muxi Co. and Moer Thread reflects a broader trend in the market where investors are increasingly drawn to high-tech companies in the GPU space, which are perceived to have strong growth prospects [12][25]. - The overall supply of new stocks in the A-share market is expected to decrease in 2025, which may further enhance the appeal of high-quality new listings like Muxi Co. [12][25].