12月17日早盘，A股三大指数集体反弹，创业板指领涨。截至午间收盘，上证指数报3831.43点，涨0.17%；深证成指、创业板指分别涨0.83%、1.21%。沪 深北三市半日成交10402亿元。AI主线再度活跃，新易盛、中际旭创成交额均超百亿元，新易盛（300502）半日成交131亿元居所有个股首位。 盘面上，锂电池产业链集体走强，金圆股份（维权）开盘3分钟直线封板，天际股份、盛新锂能等多股涨停；CPO概念震荡反弹，环旭电子涨停，光模块 三巨头集体上涨；零售、乳业板块走强，庄园牧场直线拉升涨停。 沐曦股份单签收益约36万元 刷新年内新股盈利纪录 今日，GPU明星股沐曦股份正式登陆科创板，开盘后一路冲高，盘中一度上涨755%，股价最高触及895元/股，盘中总市值一度超越摩尔线程。截至午间 收盘，沐曦股份上涨687.79%，报824.50元/股，半日成交额92.47亿元，最新总市值3299亿元。 沐曦股份本次发行价104.66元/股。按午间收盘价计算，沐曦股份的单签盈利约36万元，成为年内"最赚钱新股"。 在此之前，今年单签收益最高的新股是12月5日上市的摩尔线程，摩尔线程上市首日上涨425.46%，收盘报600 ...

Market Overview - A-shares experienced a collective rebound with the ChiNext Index leading the gains, closing at 3,831.43 points, up 0.17% for the Shanghai Composite Index, 0.83% for the Shenzhen Component Index, and 1.21% for the ChiNext Index [2] - The total trading volume for the Shanghai, Shenzhen, and Beijing markets reached 1,040.2 billion yuan [2] AI and GPU Sector - The AI sector saw renewed activity, with stocks like NewEase and Zhongji Xuchuang each exceeding 10 billion yuan in trading volume, with NewEase leading at 13.1 billion yuan [2] - GPU star stock Muxi Co., Ltd. debuted on the Sci-Tech Innovation Board, soaring by 755% at one point, reaching a peak price of 895 yuan per share, and closing at 824.50 yuan, marking a 687.79% increase [5][7] - Muxi Co., Ltd. achieved a market capitalization of 329.9 billion yuan at midday, with a single share profit of approximately 360,000 yuan, making it the most profitable new stock of the year [5][9] Lithium Battery and CPO Concepts - The lithium battery industry chain showed strong performance, with stocks like Jinyuan Co. and Tianji Co. hitting the daily limit [4] - The CPO concept experienced a rebound, with stocks like LianTe Technology rising nearly 15% and reaching a historical high [11] Consumer Sector - The consumer sector remained active, with significant gains in food and beverage, dairy, and tourism, as stocks like Ruipu Food and Zhuangyuan Pasture hit the daily limit [14] - Data from Qunar Travel indicated that hotel bookings in popular cities for the New Year period are expected to triple year-on-year, with Guangzhou, Nanning, and Shanghai being the top cities for bookings [15] Investment Insights - Huatai Securities reported that Chinese optical module companies are likely to maintain a competitive advantage, with significant demand expected for high-speed optical modules in 2026, driven by increased AI computing power investments [13] - Zhongyin Securities highlighted that various segments within the consumer sector, such as medical services and non-white liquor categories, show strong earnings growth and are currently undervalued, presenting investment opportunities [16]

Core Viewpoint - Muxi Integrated Circuit (Shanghai) Co., Ltd. successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, raising RMB 4.197 billion, marking the largest IPO in the Yangtze River Delta region in the past two years and the fastest IPO since the implementation of the comprehensive registration system [1][2]. Group 1: Company Overview - Muxi is a leading enterprise in high-performance general-purpose GPU products in China, focusing on self-research and development of full-stack high-performance GPU chips and computing platforms [2][4]. - The flagship product, the Xiyun C series training and inference integrated GPU chip, is based on fully self-developed GPU IP, instruction set, and architecture, achieving domestic leadership in versatility, single-card performance, cluster performance, stability, ecological compatibility, and migration efficiency [4]. Group 2: Market Position and Achievements - As of the end of March 2025, Muxi's GPU products have sold over 25,000 units and have been applied on a large scale in various national AI public computing power platforms, operator intelligent computing platforms, and commercial intelligent computing centers [4]. - The successful listing of Muxi is seen as a significant step towards the autonomous breakthrough and long-term development of China's artificial intelligence industry, aligning with national strategic emerging industry integration trends and the "1+6" policy system of Sci-Tech Innovation Board reforms [3].

智通财经APP获悉，当全球AI竞赛进入算力决胜局，一家中国芯片公司正试图打破国际巨头的垄断。12月17日，沐曦股份 (688802.SH)正式在科创板挂牌上市，携其全栈自研的"中国芯"叩开资本市场的大门。上市当天股价一路飙升，开盘价700元，12 月17日上午股价最高触及895元，相较发行价104.66元最高涨幅达755%。 | 最高:895.00 | 今十:700.00 | 涨停: -- | 成父童:1254.48万 | | --- | --- | --- | --- | | 最低:650.00 | 昨收:104.66 | 跌停: -- | 成交额:89.61亿 | | 换手:69.16% | 盘后量: -- | 量比: -- | 总市值:3400.85亿 | | 振幅:234.09% | 盘后额: -- | 委比: -3.71% | 流通值: 154.18亿 | | 市盈率(动): -- | 市盈率(TTM): 亏损 | 每股收益：-2.70 | 股息(TTM): -- | | 市盈率(静): -- | 市净率:25.30 | 每股净资产:33.60 | 股息率(TTM): -- | | 62周最高:89 ...

2025.12. 17 本文字数：1191，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨超1% 截至午盘，沪指涨0.17%，深成指涨0.83%，创业板指涨1.21%。 盘面上，锂电池产业链强势，CPO概念股反复活跃，航空、有色金属涨幅居前。商业航天、海南自 贸区等题材调整。新股沐曦股份半日大涨近700%，总市值一度超摩尔线程。 | 板块名称 | 涨幅量 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 能源金属 | +3.62% | -0.32% | | | 旅游及酒店 | +2.33% | +0.02% | 2 | | 机场航运 | +1.83% | -0.04% | | | 医药商业 | +1.78% | +0.12% | - | | 小金属 | +1.70% | -0.24% | | | 申沁 | +1.59% | -0.03% | - | | 金属铅 | +1.55% | -0.12% | | | 金属钻 | +1.44% | -0.13% | = | | 同花顺果指数 | +1.31% | +0.08% | 1 | | 贵金属 | + ...

一分钟读完你可能不懂，打一签可能赚十几万，这是真事儿，还是一场带着国字号光环的资本狂欢？ 沐曦股份，发行价104.66元，募资超40亿，网下配售万人中四人得其一，这样的数据，能不让人眼睛发 亮吗； 国家人工智能产业投资基金领衔，这不是花边新闻，这是政策意志在市场上的一次亮相，国家站台了， 市场就跟着激动起来； 摩尔线程就在前面，单签浮盈28万的纪录像鞭子，抽得同行们热泪盈眶，大家都想做下一个幸存者，问 题是，幸存者多吗——并不是； 认购火爆，数字惊人，571.69亿股的有效申购堆在那里，显示的是资金的急切与稀缺性的放大效应，而 不是企业当下利润的真实映射； 招股书上写着近三年巨额亏损，预计最早2026年才能打平，这句话像冷水，泼在所有幻想上，股价飙升 靠的不是利润，是对未来的押注； 摩尔线程的案例不能简单复制，历史是一面镜子，但镜子反射的是概率而非必然，别把一个神话当作普 遍规则； 技术上，沐曦还在追赶英伟达那样的对手，硬件、软件、生态三座大山不是一句漂亮PPT就能搬走的， 募资是一把刀，也得有人会用； 商业上，从"能用"到"好用"，从试点到规模化采购，这条路需要客户信任、成本控制和时间，时间是残 酷的考官， ...

转自：贝壳财经 【高开568.83%！#沐曦股份中一签或赚近30万#】#沐曦股份上市首日高开568%#17日，继摩尔线程之 后，"国产GPU第二股"沐曦股份正式登陆科创板。上市首日，沐曦股份高开568.83%，股价报700元/ 股，市值达2801亿元。按照104.66元/股的发行价计算，中一签(500股)盈利近30万元。回拨机制启动 后，沐曦股份网下最终发行数量约2282.91万股，网上最终发行数量为966.55万股，网上发行最终中签率 为0.03348913%。也就是说，每万名"打新"股民中，仅有不到4人能中签。谈及股民对明星硬科技公司的 打新热情能否持续，中央财经大学副教授刘春生表示，IPO的供给节奏与政策调控力度将直接影响稀缺 性溢价，若新股扩容或定价机制优化，当前热度可能减弱。其次，企业的基本面与盈利兑现能力至关重 要。更为重要的是，国产GPU赛道的竞争格局将是支撑其长期投资价值的核心。（中新经纬） ...

公开资料显示，葛卫东在2025年2月和3月分别出资3亿元、5亿元，合计8亿元取得沐曦股份的股份，以 沐曦股份开盘价700元计算，葛卫东直接持有的沐曦股份市值已达100亿元，仅这部分持股不到一年时间 便浮盈92亿元。 全文详见：沐曦股份上市首日开盘暴涨568.83%，成A股年内第一"肉签"，私募大佬葛卫东暴赚！ 国产GPU资本盛宴迎第二波，沐曦股份今日正式在科创板上市，公司股价开盘大涨568.83%，开盘价高 达700元，较发行价104.66元暴涨568.83%，以开盘价计算，中签者单签浮盈29.77万元，公司最高市值 突破2800亿元。 沐曦股份此次发行价104.66元/股，为年内第二高发行价新股，仅次于摩尔线程的114.28元/股。按首日 最高价计算，中一签（500股）的投资者浮盈达29.77万元，成为年内第一赚钱新股（此前上市首日单日 盈利额最大的为摩尔线程，以当日收盘价计算，摩尔线程中一签可赚24.31万元，以当日最高价计算， 最高获利超过28.69万元）。 多家知名量化私募也获配较多，获配最多的是梁文锋旗下的宁波幻方量化，为490.8万元；其次是衍复 投资，超460万元；此外，九坤投资获配超过300万 ...

沐曦股份此次发行价104.66元/股，为年内第二高发行价新股，仅次于摩尔线程的114.28元/股。按首日 最高价计算，中一签(500股)的投资者浮盈达29.77万元，成为年内第一赚钱新股(此前上市首日单日盈利 额最大的为摩尔线程，以当日收盘价计算，摩尔线程中一签可赚24.31万元，以当日最高价计算，最高 获利超过28.69万元)。 沐曦股份的上市也改变了今年以来新股"肉签"的排名。按上市首日收盘价计算，截至12月16日，摩尔线 程、昂瑞微、影石创新分别以24.31万元、6.65万元、6.49万元，排在打新收益前三位，而沐曦股份以开 盘价格计算便已经可以排在第一。 经济观察网据每经网，12月17日，国产GPU资本盛宴迎第二波，沐曦股份正式在科创板上市，公司股价 开盘大涨568.83%，开盘价高达700元，较发行价104.66元暴涨568.83%，以开盘价计算，中签者单签浮 盈29.77万元，公司最高市值突破2800亿元。 ...

Group 1 - The core point of the article is the successful listing of domestic GPU giant Muxi Co., which saw its stock price surge over 568% to 700 CNY after an initial offering price of 104.66 CNY per share [3][4]. - Muxi Co. is noted as a rare full-stack GPU manufacturer in China, indicating its unique position in the market [3]. - The company has maintained rapid revenue growth in recent years, which is a significant factor contributing to its strong market performance [3]. Group 2 - The A-share market opened with mixed results, with the Shanghai Composite Index down 0.06%, while the Shenzhen Component Index and the ChiNext Index saw slight increases of 0.10% and 0.03%, respectively [5]. - In the Hong Kong market, the Hang Seng Index opened up 0.03%, and the Hang Seng Tech Index rose by 0.09%, with notable stocks like Zijin Mining and Geely Automobile performing well [6][7]. - The market trends indicate a weakness in sectors such as smart driving and nuclear fusion, while lithium mining and pork-related stocks showed strength [5].