公私募疯抢摩尔线程！幻方、九坤悉数现身、林园再度出手科技股！

Core Viewpoint - The recent IPO of Moer Thread, dubbed the "first domestic GPU stock," has garnered significant market attention, achieving the fastest review record on the Sci-Tech Innovation Board in just 88 days and setting a new high for A-share IPO prices since 2025 at 114.28 yuan per share [2] Group 1: IPO Details - Moer Thread's IPO was met with enthusiastic participation from both retail and institutional investors, reflecting high expectations for the domestic GPU sector and recognition of the company's technological capabilities and growth potential [2] - The online subscription saw 4.8266 million retail investors participating, with a low winning rate of 0.03635054%, indicating that only about 4 out of every 10,000 participants would receive shares [2] - The offline subscription attracted 267 institutional investors, with a total subscription amount exceeding 700 billion shares, resulting in an impressive 1572 times oversubscription [2] Group 2: Institutional Participation - A total of 113 private equity firms participated in the offline subscription, collectively acquiring 50.17 million shares, amounting to approximately 57.34 million yuan, with 49 firms managing over 10 billion yuan [3] - Quantitative private equity firms dominated the participation, with 51 firms involved, while notable subjective firms like Lin Yuan Investment also took part, showcasing a diverse investment strategy [3][4] - The top three private equity firms by allocation were Ningbo Huafang Quantitative, Yanfeng Investment, and Jiukun Investment, with allocations of approximately 61,305 shares, 60,043 shares, and 39,696 shares respectively [3] Group 3: Public Fund Involvement - Public funds were the primary players in the subscription, with 94 public funds participating and acquiring a total of 22.74 million shares, amounting to approximately 2.599 billion yuan [14] - The top public funds included E Fund, Southern Fund, and ICBC Credit Suisse Fund, with allocations of 439.04 million yuan, 401.49 million yuan, and 347.68 million yuan respectively [14][15] - The most allocated single public fund product was the Dongfanghong Configuration Selection, managed by Kong Lingchao, which received 15,505 shares [14]