Core Viewpoint - The stock of Muxi Co., Ltd. surged nearly 7 times on its debut, reaching a closing price of 829.90 yuan per share, making it the third highest-priced stock in A-shares, surpassing Moore Threads [1][4][9] Group 1: Company Performance - Muxi Co., Ltd. achieved a market capitalization of 332 billion yuan on its first trading day, only 40 billion yuan behind Moore Threads [10] - The company reported a net profit of -346 million yuan for the first three quarters of 2025, a 55.79% reduction in losses year-on-year [1][16] - Muxi Co., Ltd. anticipates reaching breakeven by 2026, one year earlier than Moore Threads [2][19] Group 2: Investment Insights - Notable investors, including private equity mogul Ge Weidong, made significant profits from Muxi Co., Ltd., with estimated gains of approximately 211 billion yuan [1][13] - The IPO price of Muxi Co., Ltd. was set at 104.66 yuan per share, raising 4.197 billion yuan, which is slightly more than half of Moore Threads' 8 billion yuan [6] - The stock's first-day trading volume was 11.26 billion yuan, with a turnover rate of 84.72%, slightly lower than that of Moore Threads [8] Group 3: Market Context - Muxi Co., Ltd. is recognized as the second domestic GPU star stock in the A-share market, with its performance exceeding market expectations [5] - The company has experienced rapid growth, with a compound annual growth rate of 4074.52% in revenue over the past three years [14] - Despite the high market valuation, the domestic chip industry is still in a catch-up phase, with NVIDIA holding a 70% market share in China's GPU market [20]
沐曦股份首日涨近7倍 葛卫东12.5亿重仓押注暴赚211亿