Core Viewpoint - The article discusses the potential for Muxi Co., Ltd. to replicate the significant stock price surge seen with Moer Thread during its IPO, highlighting the high demand and market interest in new tech stocks, particularly in the GPU sector [2][6]. Group 1: IPO Performance and Market Sentiment - Muxi Co., Ltd. had an IPO price of 104.66 yuan per share, with a market capitalization of approximately 41.87 billion yuan and a price-to-sales ratio of 56.35 times [2]. - If Muxi replicates Moer Thread's first-day performance, which saw a 468.78% opening increase and a closing increase of 425.46%, its stock price could reach around 595 yuan, potentially yielding a profit of nearly 250,000 yuan for investors holding one lot (500 shares) [2]. - The average first-day increase for 14 new stocks listed on the Sci-Tech Innovation Board this year is 218.92%, suggesting Muxi's stock could reach approximately 333.78 yuan, resulting in a profit of about 114,600 yuan for one lot [2]. Group 2: Company Background and Product Development - Muxi was founded in September 2020, with a team primarily sourced from AMD, including CEO Chen Weiliang, who previously led GPU SoC design at AMD [4]. - The company plans to use the funds raised from its IPO for the development and industrialization of new high-performance general-purpose GPUs, next-generation AI inference GPUs, and high-performance GPU technology for emerging applications [2]. - Muxi has released the N100 chip for inference and the C500 chip for training and inference, with the C500 being the main product currently shipped [4]. Group 3: Market Dynamics and Competition - Muxi's IPO saw a subscription rate of 0.02223023% initially, which increased to 0.03348913% after the allocation mechanism was activated, indicating a competitive environment for investors [3]. - Compared to Moer Thread, which had a final subscription rate of 0.03635054%, Muxi's shares are perceived as even more difficult to acquire, enhancing the speculative interest in its post-IPO performance [3]. - The article notes that the new stock market remains active, with several high-performing stocks listed this year, including Muxi and Moer Thread, which have attracted significant investor attention [4].
国产GPU第二股明日上市,中一签或赚25万
21世纪经济报道·2025-12-16 13:24