利好来了!摩尔线程,重磅发布!
券商中国·2025-12-20 05:21

Core Viewpoint - The article highlights the significant advancements made by Moer Thread in the GPU industry with the launch of the new "Huagang" architecture and two chips, "Huashan" and "Lushan," which promise substantial improvements in computing power and energy efficiency [2][3]. Group 1: New GPU Architecture and Chips - Moer Thread officially launched the new GPU architecture "Huagang," which features a new instruction set, a 50% increase in computing density, and a 10-fold improvement in energy efficiency, capable of supporting intelligent computing clusters of over 100,000 cards [2][3]. - The "Huashan" chip, the first based on the Huagang architecture, focuses on AI training and inference integration, with enhancements in floating-point computing power, memory bandwidth, and capacity [4]. - The "Lushan" chip, the second in the Huagang series, targets high-performance graphics rendering, benefiting from the new instruction set with a 50% increase in computing density and a 10-fold energy efficiency improvement [4]. Group 2: Software and Ecosystem - Moer Thread announced a comprehensive software upgrade for its self-developed MUSA architecture, ensuring full support for the GPU computing ecosystem and compatibility across its product range [3]. - The company has secured over 500 authorized patents by June 30, 2025, covering various technologies including GPU virtualization and AI computing acceleration [3]. Group 3: New Product Launch - The MTTAIBOOK laptop, featuring the "Changjiang" intelligent SoC chip, was introduced, with a price of 9,999 yuan for the 32GB+1TB version, set to launch on January 10, 2026 [6]. - The MTTAIBOOK integrates AI capabilities, supporting multiple operating systems and featuring a digital human interface for various applications [6]. Group 4: Market Performance - Moer Thread's stock has experienced fluctuations, with a notable decline of 5.9% on December 19, closing at 664.10 yuan per share, reflecting a cumulative drop of 29.4% from its peak on December 11, although it remains over 481% higher than its initial offering price [7].

利好来了!摩尔线程,重磅发布! - Reportify