长沙晚报掌上长沙1月2日讯（全媒体记者 刘军）2025年12月31日，光通信概念股蘅东光登陆北交所， 其高开大涨超1000%。截至收盘，涨幅收窄至878.16%，成为2025年上市首日涨幅最高的新股。据记者 统计，2025年共116只新股上市，无一只破发，上市首日平均涨幅约260%，一位股民朋友表示，2025A 股收益最稳定的是"打新成功"。 从赚钱数值来看，最高的是沐曦股份。2025年12月17日，沐曦股份登陆上交所科创板，发行价为104.66 元/股。公司上市首日股价大幅高开，盘中最高涨幅超过750%。截至收盘，上涨692.95%，报829.90元/ 股，市值3320亿元。若以收盘价计算，投资者中一签盈利高达36.26万元，成为A股全面注册制以来最赚 钱新股，也是近十年最赚钱新股。 如果以中签者在新股上市首日以开盘价卖出计算，除沐曦股份外，摩尔线程、昂瑞微、影石创新、矽电 股份中一签分别可赚26.79万元、7.85万元、6.74万元、6.39万元。这5家上市公司，除了矽电股份在创业 板上市之外，其余4家均在科创板上市。 蘅东光主营无源光纤布线、无源内连光器件及相关配套业务三大板块。此次上市，蘅东光的发行价 ...

Core Viewpoint - MoE Technology is launching its first generation of GPU clusters in 2024, aiming to reach 10,000 cards this year and plans for future expansions to 100,000 cards [1] Group 1: Product Development - MoE Technology held its first MUSA Developer Conference on December 20, announcing a new GPU architecture and three new chips based on this architecture [1] - The new architecture, named Huagang, improves computing density by 50% compared to the previous generation and supports full precision calculations from FP4 to FP64 [1] - The three new chips introduced are Huashan (AI training and inference chip), Lushan (graphics rendering chip), and Changjiang (system-on-chip) [1] Group 2: Performance Metrics - The previous generation S4000 card has performance metrics of 25 TFLOPS (FP32), 49 TFLOPS (TF32), 98 TFLOPS (FP16), and 196 TOPS (INT8) with a maximum power consumption of 450W [2] - In comparison, NVIDIA's A100 chip has performance metrics of 19.5 TFLOPS (FP32), 156 TFLOPS (TF32), 312 TFLOPS (FP16), and 624 TOPS (INT8) with a maximum power consumption of 300W [2] - The new S5000 card's performance in distributed inference scenarios is reported to be approximately 2.5 times and 1.3 times that of common chips for specific tasks [3] Group 3: Market Position and Financials - MoE Technology's stock debuted on the Sci-Tech Innovation Board at a price of 114.28 CNY per share, with significant fluctuations leading to a closing price of 664.1 CNY on December 19 [5] - The company has not yet achieved profitability, with cumulative losses of 1.6 billion CNY as of June this year, but it anticipates profitability by 2027 [5]

Core Viewpoint - The recent surge in the stock price of domestic GPU giant Muxi Co., Ltd. highlights the growing interest and investment in the semiconductor industry, particularly in high-performance GPU technology, amidst a capital market boom in A-shares [2][3]. Group 1: Stock Performance - Muxi Co., Ltd. opened with a staggering increase of 568.83%, reaching a price of 700 CNY per share, resulting in a total market capitalization of 280.1 billion CNY [2]. - The stock performance of Muxi Co., Ltd. follows the listing of another GPU company, Moer Thread, which saw a first-day closing price of 600.5 CNY per share, marking a 425.46% increase [2]. Group 2: Institutional Investment - The offline allocation of Muxi Co., Ltd. shares was heavily concentrated among A-class institutions, with their subscription amount accounting for 85.83% of the total effective offline subscriptions, and they received 98.04% of the total offline issuance [2]. - A total of 94 public funds collectively received 13.39 million shares, representing over half of the allocation, with an approximate investment amount of 1.402 billion CNY [2]. Group 3: Company Background and Financials - Muxi Co., Ltd., founded in September 2020 and headquartered in Shanghai, is a rare "full-stack GPU" design and production company, focusing on high-performance general-purpose GPU chips and solutions for AI computing, data centers, cloud computing, and autonomous driving [3]. - Despite its promising technology, Muxi Co., Ltd. is currently operating at a loss, with projected revenues of 426,400 CNY in 2022, 53.02 million CNY in 2023, and 743 million CNY in 2024, while net losses are expected to be 777 million CNY, 871 million CNY, and 1.409 billion CNY respectively [3].

证券日报网讯12月17日，爱施德（002416）在互动平台回答投资者提问时表示，公司积极布局新兴领 域，爱施德智算科技公司聚焦AI智算集群及智能体解决方案，首个算力项目已签约落地；公司旗下爱 施德智城基金的主要投资领域包含低空经济产业链上下游，现阶段暂未开展该方向投资，后续将按规划 推进基金运作。 ...

沐曦股份今日登陆上交所科创板，发行价为104.66元/股。上市首日股价大幅高开，盘中最高涨幅超过700%，触及895元，最终收报 824.5元，较发行价上涨687.8%， 理论上一签最高或可盈利39.5万元，超越日前上市的摩尔线程，成为A股全面注册制以来最赚钱新股 。 沐曦股份成立于2020年9月，总部位于上海，是国内稀缺的"全栈GPU"设计与量产企业，主营高性能通用GPU芯片及解决方案，产品广泛 应用于AI智算、数据中心、云计算、自动驾驶等前沿领域 。 下载财联社APP获取更多资讯 今日早盘，A股市场沪指窄幅震荡，创业板指涨超1%。黄白二线分化明显，微盘股指数跌超1%。沪深两市半日成交额1.02万亿，较上个交 易日缩量987亿。盘面上热点快速轮动，全市场超3700只个股下跌。 从板块来看，锂矿概念走强，金圆股份4天2板，盛新锂能涨停。 中信证券金属分析师刘宇飞认为，2025年储能政策推动储能电池需求超预 期增长，单车带电量提升以及以旧换新政策带动动力电池需求提高。预计全球储能及动力电池景气度有望延续，锂盐需求料将继续超预期。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 2025年12月的A股，为国产算力芯片闪烁。 沐曦股份昨日公告，公司股票将于 12月17日 在上海证券交易所科创板上市（代码：688802）。本次沐曦股份共发行4010万股，初始战 略配售数量802万股，发行价为 104.66元/股 ， 总募资规模约41.97亿元。在前期网下询价阶段，沐曦股份已现抢筹热潮：269家网下投 资者、7719个配售对象全部进场，战略配售名单包括国家人工智能产业投资基金。 以下文章来源于科创日报 ，作者宋子乔 科创日报 . 摩尔线程的巨额打新收益，让投资者对即将登陆同一板块的沐曦股份饱含期待。 中签率公告显示，沐曦股份比摩尔线程更"难抢"。 其网上发行初步 中签率为0.02223023%，回拨机制启动后，网上发行最终中签率为0.03348913%；摩尔线程此前公布中签率显示，在回拨机制启动后，其网上发行最 终中签率为0.03635054%。 2025年至今，共12只新股登陆科创板，这些个股上市首日最高价均较发行价翻倍：剔除最高值和最低值后，平均涨幅266.09%。 如果沐曦股份在上市首日能达到此平均涨幅，即当日股价 ...

【导读】下周可申购上交所科创板新股沐曦股份、昂瑞微 中国基金报记者 闻言 A股打新投资者注意啦！ 根据目前发行安排，下周有2只新股可申购，分别是上交所科创板新股沐曦股份、昂瑞微，申购时间均 在12月5日。 沐曦股份是国产GPU头部企业之一 沐曦股份的申购代码是787802，发行价与发行市盈率均尚未披露，参考行业市盈率为58.84倍。 沐曦股份此次总发行数量为4010万股，包含网上发行数量642万股。投资者参与网上申购沐曦股份，申 购数量上限为0.60万股，顶格申购需配沪市市值6万元。 沐曦股份致力于自主研发全栈高性能GPU（图形处理器）芯片及计算平台，持续为国家人工智能公共算 力平台、运营商智算平台、商业化智算中心等提供基础算力底座，重点布局教科研、金融、交通、能 源、医疗健康、大文娱等行业应用场景。 GPU作为AI芯片的重要组成部分，在AI计算市场占据核心地位。目前，全球GPU市场基本由英伟达、 超威半导体分割，而沐曦股份是国内高性能通用GPU产品的领军企业之一。 招股意向书显示，沐曦股份此次IPO募资净额，拟投向新型高性能通用GPU研发及产业化项目、新一代 人工智能推理GPU研发及产业化项目、面向前沿领域 ...

《科创板日报》12月15日讯（记者 陈俊清） 作为继摩尔线程上市后的第二位国产GPU重量级选手，沐 曦股份将于12月17日登陆科创板。 今日（12月15日）夜间，沐曦股份公告，公司股票将于2025年12月17日在上海证券交易所科创板上市， 由于沐曦股份尚未盈利，自上市之日起将纳入科创成长层。 沐曦股份的科创板IPO申请于6月30日获得受理，从交易所受理到正式在科创板上市，历时共170天，进 展迅速。此次IPO，该公司共发行4010万股，发行价定为104.66元/股，总募资规模约41.97亿元，所募资 金将重点投向"新型高性能通用GPU研发及产业化项目""新一代人工智能推理GPU研发及产业化项目"等 核心领域。 值得注意的是，沐曦股份104.66元/股的发行价仅次于摩尔线程114.28元/股，为今年发行价第二高的新 股。 回顾其此次发行进程，据披露，共有269家网下投资者、7719个战略配售对象参与申购，网下有效申购 总量高达571.69亿股；扣除802万股初始战略配售股份后，仅2282.91万股用于网下初步配售，整体配售 比例低至0.03993%。 相较于摩尔线程，沐曦股份的筹码更加"难抢"，沐曦股份此前发布 ...

Core Viewpoint - The upcoming IPO of Nuxi Co., Ltd. is generating significant interest, with comparisons being made to the successful listing of Moore Threads, raising questions about whether it can become the next major player in the domestic GPU industry [1][2] Group 1: IPO Details - Nuxi Co., Ltd. plans to issue 40.1 million shares at an initial price of 104.66 yuan per share, aiming to raise approximately 4.197 billion yuan [1] - The offline subscription phase saw overwhelming demand, with 269 institutional investors and 7,719 allocation objects participating, leading to a total effective subscription of 57.169 billion shares [1] - The overall allocation ratio for offline investors was approximately 0.03993%, with only 2.28291 million shares available for initial offline allocation after strategic placements [1] Group 2: Market Performance and Comparisons - Moore Threads, often referred to as a counterpart to Nuxi, saw its stock price surge to 600.5 yuan on its first trading day, marking a 425.46% increase, and its market capitalization exceeded 282.3 billion yuan [2] - As of December 12, Moore Threads' stock price reached 814.88 yuan, with a total increase of 613.06% since its listing, making it the fifth largest company by market cap on the STAR Market [2] - The initial subscription rate for Nuxi is lower than that of Moore Threads, with a final online subscription rate of 0.03348913% compared to Moore Threads' 0.03635054% [2] Group 3: Company Overview and Financials - Nuxi Co., Ltd. was established in September 2020, focusing on the intelligent computing market, with key products including the Xisi N series, Xiyun C series, and Xicai G series [3] - The company plans to launch its first domestically produced general-purpose GPU, Xiyun C600, by the end of this year, with mass production expected in the first half of 2026 [3] - Financial projections indicate that Nuxi's revenue for 2025 could range from 1.5 billion to 1.98 billion yuan, representing a growth of 101.86% to 166.46% compared to 2024 [4]

Core Viewpoint - The article discusses the upcoming IPO of Muxi Co., which is expected to be a significant player in the domestic GPU industry, following the successful listing of Moore Threads, which saw substantial gains on its debut [4][6]. Group 1: IPO Details - Muxi Co. plans to issue 40.1 million shares at an initial price of 104.66 yuan per share, raising approximately 4.197 billion yuan [4]. - The offline subscription phase attracted 269 investors with a total subscription amount reaching 57.169 billion shares, resulting in a low allocation ratio of about 0.03993% [4]. - The online subscription saw 9.6452 million shares subscribed, amounting to 1.009 billion yuan, with a small number of shares being abandoned [4]. Group 2: Market Performance and Comparisons - Since the beginning of 2025, 12 new stocks have been listed on the Sci-Tech Innovation Board, with an average first-day price increase of 266.09%, suggesting potential for Muxi Co. to achieve similar gains [4]. - Moore Threads, which debuted on December 5, 2023, closed at 600.5 yuan per share on its first day, marking a 425.46% increase, and its market capitalization reached 2.823 trillion yuan [6]. - Muxi Co.'s subscription rate is lower than that of Moore Threads, indicating a more competitive environment for investors [6]. Group 3: Company Overview and Financials - Muxi Co. was established in September 2020, focusing on the intelligent computing market, with key products including the Xisi N series and the upcoming Xiyun C600 GPU, expected to enter mass production by mid-2026 [7]. - The company reported revenues of 426,400 yuan in 2022, projected to grow to between 1.5 billion and 1.98 billion yuan in 2025, reflecting a significant increase compared to 2024 [8]. - Despite the revenue growth, Muxi Co. is still operating at a loss, with net profits projected to improve but remain negative through 2025 [8].