【IPO动态】GPU概念股新股依旧是市场上的热饽饽。 12月5日，摩尔线程（688795）上市首日大涨425%；不到两周后，12月17日，沐曦股份（688802）涨幅更是达到693%。 其发行价为105元，开盘价700元，此时抛售，可以赚大约30万元；全天最高涨至895元，若以850元价格抛售，则赚37.5万元，最终收于830元，赚36.3万元。 首日大涨近7倍，同时也助力沐曦股份登顶A股史上"最赚钱新股"，成为首日单签盈利、单签最大盈利双纪录创造者。 沐曦"铁三角"陈维良、彭莉和杨建，IPO前分别持有15.73%、1.06%、1.06%股份，折合数量为5663万股、382万股。按照沐曦830元/股收市价测算，他们的 身家分别为470亿元、32亿元、32亿元。 从超威半导体（AMD）出来创业的陈维良，担任董事长兼总经理，也是实控人，5年时间带领沐曦登陆科创板，其身家也跻身中国内地顶级富豪之列。 此外，突击入伙的魏忠伟，曾在中银国际证券、海通证券、中信证券、渤海证券、国海证券、申万宏源证券、招商证券等机构任职。 2024年10月，魏忠伟加入沐曦股份，担任财务负责人、董事会秘书；其持股数量大约为10.8万股，83 ...

Core Viewpoint - The article discusses the upcoming IPO of Moore Threads, a GPU chip company referred to as "China's Nvidia," and its impact on related stocks, particularly Heertai, which holds a stake in Moore Threads [3][5]. Group 1: Company Overview - Moore Threads, founded by former Nvidia executive Zhang Jianzhong, has developed a full-stack GPU capability and has launched four generations of GPU architectures [4]. - The company has reported significant losses in the past, with projected losses of 1.839 billion yuan in 2022, 1.673 billion yuan in 2023, and 1.492 billion yuan in 2024, totaling 5.004 billion yuan over three years [5]. - Despite the losses, Moore Threads has shown rapid revenue growth, with revenues of 46 million yuan in 2022, 124 million yuan in 2023, 438 million yuan in 2024, and 702 million yuan in the first half of 2025 [5]. Group 2: Market Reaction and Related Stocks - Investors are optimistic about Heertai due to its connection with Moore Threads, leading to a surge in Heertai's stock price [3]. - Other companies like Yingqu Technology and Zhongke Lanyun, which also have stakes in Moore Threads, have seen their stock prices rise significantly, with Yingqu Technology up 15.44% [3][4]. - The article highlights the performance of various stocks related to the GPU industry, noting that Heertai has a direct stake in Moore Threads, making it one of the most closely related companies in the A-share market [3][4]. Group 3: Industry Challenges - The GPU industry is characterized by high technical barriers and long R&D cycles, posing challenges for companies like Moore Threads amid fierce competition from international giants [6]. - Investors are advised to conduct thorough research to identify genuine beneficiaries among related stocks, as speculative trading can lead to significant losses [6].