哈喽大家好，今天小无带大家聊聊摩尔线程上市的狂欢大戏。千亿市值风光背后藏着巨额亏损，这波资本热潮到底藏着多少隐忧？ 这意味着什么？中一签的投资者最高能赚近27万元，妥妥的年内最"造富"新股啊！当时我寻思着，这是要开启算力股的新时代了？ 结果没想到，高光没撑多久，股价摸到688元的高位就开始往回撤。 发行价才114.28元/股，开盘价直接冲到650元，对应市值瞬间突破3055亿元。 | 全栈式软件 | 人工智能 | 科学计算 | 数字变生 | 游戏娱乐 | 机器人与自动驾驶 | | --- | --- | --- | --- | --- | --- | | 应用于不同场景 | 833 | 英 | G | 6:0) | P | | | MUSA软件找 | 编程语言和API按口 | | 开发者工具链 | | | | ష్ట | 编译器平台 运行环境 | | | 内核驱动 | | MUSA 统一系统架构 | | | | | | | | 硬件层 | 全功量GPUZ片 | | | | | | a p | AI计算引擎 | 科学计算引擎 | 图形计算引擎 | 智能多媒体计算引擎 | | | | 加 | 图 | 12 | 头 ...

Core Insights - The current RAM industry is facing significant supply constraints, leading to price increases that are affecting consumer-grade graphics cards, with AMD planning a 10% price hike and NVIDIA considering similar actions [1] - Industry executives predict that this challenging situation may persist for several years, negatively impacting high-end gaming [1] - Epic Games CEO Tim Sweeney stated that rising memory prices will pose serious challenges for high-end gaming in the coming years, as factories are reallocating advanced DRAM capacity to meet AI demands, with data centers offering much higher bids than consumer electronics manufacturers [1] Group 1 - The price of 64GB memory is nearing that of the RX 9070XT graphics card, making it more expensive than an entire PS5 [5] - There are rumors that game console prices may further increase, and upcoming graphics cards like the RTX 50 Super may face supply issues [2] - The current wave of memory price hikes is making gamers the biggest victims [9]

Group 1 - The core point of the article is the significant developments surrounding Moore Threads, which is preparing for a listing on the STAR Market, and the potential investment opportunities related to companies involved with it [1] Group 2 - Companies holding shares in Moore Threads include Heertai, which has a book value of 306 million yuan for its 1.0262% stake, and Zhongke Lanyun, which holds a total of 0.5% through direct and indirect shares [3] - Unimei Holdings has invested 100 million yuan in Moore Threads through its wholly-owned subsidiary, indicating strong interest in this venture [3] - Initial Ling Information has invested in a fund that holds approximately 2.12% of Moore Threads, representing a layered investment approach [3] - Shengyuan Environmental Protection has invested nearly 30 million yuan in Moore Threads through a fund subscription made in 2021, holding 0.2423% [3] - Wanhe Electric has indirect exposure through the Qianhai Mother Fund, which holds over 186 million shares, resulting in a beneficiary ratio of 0.4664% [3] Group 3 - Companies collaborating directly with Moore Threads include Haoshanghao, which is focused on GPU rendering and AI data center products, providing both products and technical support [4] - Donghua Software is engaged in deeper collaboration with Moore Threads, focusing on software adaptation and market promotion [4] - Majie Technology is supplying inductive products to Moore Threads, with potential for increased supply share as the partnership deepens [4]