21世纪经济报道·2025-09-22 11:25Core Viewpoint - The article highlights the significant rise in stocks related to Moores Threads, particularly on September 22, with several companies experiencing substantial gains due to the upcoming IPO of Moores Threads and its implications for the GPU industry [1][5]. Group 1: Stock Performance - On September 22, stocks of Moores Threads concept stocks surged, with companies like Heertai and Yingqu Technology hitting the 10% limit up, while Honglida and Chuling Information reached a 20% limit up [1]. - The Moores Threads Index rose by 6.10%, closing at 3175.18, with notable performers including Yingqu Technology (+10.01%), Heertai (+10.00%), and Donghua Software (+10.00%) [2]. Group 2: IPO Details - The Shanghai Stock Exchange is set to review Moores Threads' IPO on September 26, with plans to raise 8 billion yuan for the development of AI training chips, graphics chips, and AI SoC chips [3]. - Moores Threads focuses on the research, design, and sales of full-function GPUs and related products, aiming to provide computing acceleration platforms for high-performance computing fields such as AI and digital twins [3]. Group 3: Shareholding and Market Impact - Companies directly or indirectly holding shares in Moores Threads saw significant stock price increases, with Heertai and Yingqu Technology holding 1.03% and 0.34% respectively, both experiencing a 10% rise [5]. - Indirect shareholders like Honglida and Chuling Information also saw their stocks rise by 20%, with Honglida holding approximately 0.31% and Chuling Information holding about 0.02% in Moores Threads through investment funds [5][6]. - The article notes that the demand for high-performance computing acceleration chips is expected to grow significantly due to the rapid development of downstream applications in AI, data centers, gaming, and autonomous driving [6].