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。 年内第一"肉签"诞生，打新热度超过摩尔线程 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）。 而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。 总体而言，市场对沐曦股份也是热烈追捧。其热度甚至不亚于摩尔线程，沐曦股份网上发行最终中签率 为0.03348913%，低于摩尔线程的0.03635054%。 同时，沐曦股份的弃 ...

Core Viewpoint - The successful listing of Muxi Co., Ltd. on the STAR Market marks a significant event in the domestic GPU sector, with its stock price surging by 568.83% on the opening day, indicating strong market enthusiasm and investor interest in the company [1][2]. Group 1: Company Performance - Muxi Co., Ltd. had an opening price of 700 yuan, significantly higher than its issuance price of 104.66 yuan, resulting in a potential profit of 297,700 yuan for investors who received shares [1]. - The company achieved a market capitalization exceeding 280 billion yuan on its first trading day, making it the most profitable new stock of the year [1]. - Muxi Co., Ltd. reported a staggering revenue growth from 426,400 yuan in 2022 to 743 million yuan in 2024, with a compound annual growth rate of 4074.5% [5]. Group 2: Market Participation - The subscription rate for Muxi Co., Ltd. was 0.03348913%, slightly lower than that of Moer Technology, indicating a competitive interest in the stock [1]. - The company had a low abandonment rate, with only 20,349 shares abandoned, amounting to 2.1297 million yuan, which is less than the abandonment amount for Moer Technology [2]. - Institutional investors accounted for 70.26% of the offline issuance, with public funds being the largest beneficiaries, securing over 1.4 billion yuan in total [3]. Group 3: Strategic Investors - Muxi Co., Ltd. attracted significant strategic investments from major players, including the National Artificial Intelligence Industry Investment Fund and China Telecom, with a total of 760,540 shares allocated to 10 strategic investors [2]. - Notable investors like Ge Weidong and his Shanghai Chaos Investment Group hold a combined 6.73% stake in Muxi Co., Ltd., valued at approximately 18.85 billion yuan at the opening price [3][4]. Group 4: Competitive Landscape - Muxi Co., Ltd. and Moer Technology are seen as the two leading companies in the domestic GPU market, with Muxi focusing on high-performance general-purpose GPUs for AI training and inference, while Moer Technology offers a broader range of GPU functionalities [4]. - Muxi Co., Ltd. is projected to reach breakeven by 2026, potentially ahead of Moer Technology, which is expected to achieve profitability in 2027 [5]. - The market environment has changed since Moer Technology's listing, with recent adjustments in AI sector stocks affecting investor sentiment [6].