688795 摩尔线程-U
已收盘 05-22 15:00:00
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每周股票复盘：摩尔线程（688795）推训推一体智算卡MTT S5000
证券之星 · 01:09
每周股票复盘：摩尔线程（688795）推训推一体智算卡MTT S5000
摩尔线程（688795）披露2025年年度股东会决议公告，5月19日股价上涨2.81%
证券之星 · 05-19
摩尔线程（688795）披露2025年年度股东会决议公告，5月19日股价上涨2.81%
每周股票复盘：摩尔线程（688795）2025年营收15.06亿元
证券之星 · 05-02
每周股票复盘：摩尔线程（688795）2025年营收15.06亿元
国产GPU就是牛！摩尔线程全链路适配DeepSeek-V4
快科技 · 05-01
国产GPU就是牛！摩尔线程全链路适配DeepSeek-V4
微软与OpenAI修改合作；摩尔线程增加备货力度丨科技风向标
21世纪经济报道 · 04-28
微软与OpenAI修改合作；摩尔线程增加备货力度丨科技风向标
4月27日摩尔线程涨7.99%，科创综指ETF易方达基金重仓该股
证券之星 · 04-27
4月27日摩尔线程涨7.99%，科创综指ETF易方达基金重仓该股
A股、港股半导体集体爆发，摩尔线程涨10%，中芯国际港股涨7%
21世纪经济报道 · 04-27
A股、港股半导体集体爆发，摩尔线程涨10%，中芯国际港股涨7%
华为大阔折开售即售罄；摩尔线程一季度扭亏丨科技风向标
21世纪经济报道 · 04-27
华为大阔折开售即售罄；摩尔线程一季度扭亏丨科技风向标
摩尔线程发布一季报：营收7.38亿元，已有45万开发者
新浪财经 · 04-26
摩尔线程发布一季报：营收7.38亿元，已有45万开发者
摩尔线程：一季度营收同比增长155% 归母净利润扭亏为盈
市场资讯 · 04-26
摩尔线程：一季度营收同比增长155% 归母净利润扭亏为盈
每周股票复盘：摩尔线程（688795）将召开2025年年度及2026Q1业绩说明会
证券之星 · 04-26
每周股票复盘：摩尔线程（688795）将召开2025年年度及2026Q1业绩说明会
4月24日摩尔线程涨5.43%，科创综指ETF易方达基金重仓该股
证券之星 · 04-24
4月24日摩尔线程涨5.43%，科创综指ETF易方达基金重仓该股
摩尔线程（688795）披露召开2025年年度暨2026年第一季度业绩说明会公告，4月20日股价下跌1.59%
证券之星 · 04-20
摩尔线程（688795）披露召开2025年年度暨2026年第一季度业绩说明会公告，4月20日股价下跌1.59%
外资、地方国资集体抢筹国产GPU四小龙
21世纪经济报道 · 04-05
外资、地方国资集体抢筹国产GPU四小龙
国产GPU厂商去年营收大增、但仍亏损，推理场景成核心增收引擎
21世纪经济报道 · 04-03
国产GPU厂商去年营收大增、但仍亏损，推理场景成核心增收引擎
“顶流”张坤在管基金年报披露!首次建仓摩尔线程-U(688795.SH)、沐曦股份(688802.SH) 大手笔增持港交所(00388)
智通财经 · 04-01
“顶流”张坤在管基金年报披露!首次建仓摩尔线程-U(688795.SH)、沐曦股份(688802.SH) 大手笔增持港交所(00388)
摩尔线程(688795.SH)与某客户签订6.6亿元合同 标的为摩尔线程夸娥智算集群
智通财经 · 03-31
摩尔线程(688795.SH)与某客户签订6.6亿元合同 标的为摩尔线程夸娥智算集群
智源研究院：众智FlagOS完成沐曦、摩尔线程等六款AI芯片端到端训练验证
新浪科技 · 03-27
智源研究院：众智FlagOS完成沐曦、摩尔线程等六款AI芯片端到端训练验证
3月23日摩尔线程跌7.89%，交银优势行业混合基金重仓该股
证券之星 · 03-23
3月23日摩尔线程跌7.89%，交银优势行业混合基金重仓该股
摩尔线程与中国移动研究院等联合发布128卡高密超节点参考设计
人民财讯 · 03-16
摩尔线程与中国移动研究院等联合发布128卡高密超节点参考设计
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公司概况
公司名称：
摩尔线程智能科技(北京)股份有限公司
所属行业：
--
上市日期：
2025-12-05
主营业务：
摩尔线程智能科技(北京)股份有限公司的主营业务是GPU及相关产品的研发、设计和销售。公司的主要产品是云端智算板卡、智算一体机、智算集群、桌面图形加速显卡、专业视觉加速卡、边缘AI计算模组、个人智算终端设备。公司获评“北京市数字经济标杆企业”重建挑战赛银奖（2025）；海淀高价值专利培育大赛一等奖（2024）；雄安高价值专利大赛金奖（2024）。
发行价格：
114.28
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22:05","pubTimestamp":1779199531,"startTime":"0","endTime":"0","summary":"截至2026年5月19日收盘，摩尔线程报收于716.16元，较前一交易日上涨2.81%，最新总市值为3366.15亿元。该股当日开盘691.51元，最高716.66元，最低663.22元，成交额达26.39亿元，换手率为12.96%。近日，摩尔线程智能科技（北京）股份有限公司发布《2025年年度股东会决议公告》。会议表决程序合法，所有议案均获通过，无被否决议案。中小投资者对部分议案进行了单独计票，关联股东对相关议案回避表决。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051900043025.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632649166","title":"每周股票复盘：摩尔线程（688795）2025年营收15.06亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2632649166","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632649166?lang=zh_cn&edition=full","pubTime":"2026-05-02 01:41","pubTimestamp":1777657269,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘，摩尔线程报收于715.7元，较上周的638.5元上涨12.09%。本周，摩尔线程4月28日盘中最高价报740.0元。本周关注点来自业绩披露要点：摩尔线程2025年营业收入150,552.51万元，同比增长243.37%。来自公司公告汇总：公司制定2026年限制性股票激励计划，首次授予部分2026年营收考核目标不低于25亿元。安永华明会计师事务所出具鉴证报告，确认公司募集资金存放与使用合规，截至2025年12月31日募集资金余额为760,232.19万元，其中740,070.88万元以协定存款方式存放。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050200000231.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632820613","title":"国产GPU就是牛！摩尔线程全链路适配DeepSeek-V4","url":"https://stock-news.laohu8.com/highlight/detail?id=2632820613","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632820613?lang=zh_cn&edition=full","pubTime":"2026-05-01 16:02","pubTimestamp":1777622538,"startTime":"0","endTime":"0","summary":"快科技5月1日消息，摩尔线程的旗舰级AI训推一体智算卡MTT S5000，搭配自研的MUSA软件栈，基于SGLang开源推理框架，成功完成了DeepSeek-V4的完整运行验证。值得注意的是，TileLang-MUSA已正式进入TileLang官方主线，实现了对DeepSeek-V4最新发布TileLang算子库TileKernels的Day-0无缝支持。当前，摩尔线程基于DeepSeek-V4的工作已进入性能调优、长上下文能力完善与生产级稳定性验证阶段。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8sm45jLFouN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630551325","title":"微软与OpenAI修改合作；摩尔线程增加备货力度丨科技风向标","url":"https://stock-news.laohu8.com/highlight/detail?id=2630551325","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630551325?lang=zh_cn&edition=full","pubTime":"2026-04-28 10:51","pubTimestamp":1777344660,"startTime":"0","endTime":"0","summary":"21世纪经济报道新质生产力研究院综合报道早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。【巨头风向标】微软的OpenAI许可现将转为非独家许可微软和OpenAI公布合作的下一阶段安排，微软公司称，将不再向OpenAI支付收入分成。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604283721863058.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604283721863058.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4587","LU2471134796.USD","TSLA","MSFW","LU2360108059.USD","IE0034235303.USD","LU2543165471.USD","AMZN","LU1989763005.USD","MSFT","NVDA","SG9999015952.SGD","LU0354030438.USD","IE00BJJMRX11.SGD","LU1121112475.USD","YMAG","LU0094547139.USD","LU2764262908.HKD","688795","GOOG","LU0792757196.USD","LU0124676726.USD","LU1429558221.USD","LU0323239441.USD","MSFY","LU1435385759.SGD","AAPL","LU0154236417.USD","LU1914381329.SGD","XDAT","BK4588","MSFU","LU2286300806.USD","LU1852331112.SGD","LU2265009873.SGD","LU2125154778.USD","MAGY","META","MSFL","MSFX","MSFD","LU1235294995.USD","LU0345770993.USD","IE00BYXW3230.USD","LU2168564495.EUR","LU1267930490.SGD","LU2237443978.SGD","LU0157215616.USD","LU0868494617.USD","MSFO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630366552","title":"4月27日摩尔线程涨7.99%，科创综指ETF易方达基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2630366552","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630366552?lang=zh_cn&edition=full","pubTime":"2026-04-27 16:31","pubTimestamp":1777278702,"startTime":"0","endTime":"0","summary":"证券之星消息，4月27日摩尔线程涨7.99%创60日新高，收盘报689.5元，换手率19.65%，成交量5.77万手，成交额39.63亿元。重仓摩尔线程的前十大公募基金请见下表：该股最近90天内共有1家机构给出评级，增持评级1家。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共60家，其中持有数量最多的公募基金为易方达基金的科创综指ETF易方达。科创综指ETF易方达目前规模为14.37亿元，最新净值1.4853，较上一交易日上涨0.88%，近一年上涨61.34%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042700029404.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["589800","688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630530303","title":"A股、港股半导体集体爆发，摩尔线程涨10%，中芯国际港股涨7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630530303","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630530303?lang=zh_cn&edition=full","pubTime":"2026-04-27 10:14","pubTimestamp":1777256040,"startTime":"0","endTime":"0","summary":"4月27日，A股盘初走强，截至10:05，科创50涨超3%，科创综指涨近2%。半导体、算力芯片延续强势，CPU方向领涨，众合科技3连板，欧莱新材20cm涨停，格林达涨停，富瀚微涨超14%，中芯国际涨超5%。摩尔线程涨超10%，公司业绩扭亏，一季度营收超7亿，同比猛增155%。工业气体概念延续强势，金宏气体涨超19%，广钢气体涨超14%，华特气体涨超13%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604273719821322.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"65323725cb1e5239f8e02d45307691d9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604273719821322.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4585","688795","688981","BK1610","BK1163","LU1064130708.USD","LU1064131003.USD","BK1607","BK0214","SGXZ49509284.SGD","SGXZ81163826.USD","BK4535","00981","BK4588","BK1614","BK1526","LU2148510915.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630353092","title":"华为大阔折开售即售罄；摩尔线程一季度扭亏丨科技风向标","url":"https://stock-news.laohu8.com/highlight/detail?id=2630353092","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630353092?lang=zh_cn&edition=full","pubTime":"2026-04-27 10:09","pubTimestamp":1777255740,"startTime":"0","endTime":"0","summary":"21世纪经济报道新质生产力研究院综合报道【巨头风向标】DeepSeek输入缓存降价DeepSeek官网显示，即日起，DeepSeek全系列API服务，输入缓存命中的价格降至原有价格的1/10，Pro模型在2026年5月5日前叠加2.5折限时优惠。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604273719799422.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604273719799422.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630384606","title":"摩尔线程发布一季报：营收7.38亿元，已有45万开发者","url":"https://stock-news.laohu8.com/highlight/detail?id=2630384606","media":"新浪财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630384606?lang=zh_cn&edition=full","pubTime":"2026-04-26 17:30","pubTimestamp":1777195800,"startTime":"0","endTime":"0","summary":" 4月26日，国产GPU龙头摩尔线程披露了2025年报及2026年一季报。根据公告，摩尔线程2025年实现营收15.05亿元，同比增长243.37%；毛利总额达到9.87亿元，较上年同期增长218.43%。2026年第一季度，摩尔线程实现营收7.38亿元，同比增长155.35%。 一季度的表现同样亮眼，根据公告，摩尔线程实现当季营收7.38亿元，同比增长155.35%；归母净利润0.29亿元，同比增加1.42亿元；归母扣非净利润亏损0.54亿元，亏损同比收窄60.10%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-04-26/doc-inhvvkka9812522.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630897893","title":"摩尔线程：一季度营收同比增长155% 归母净利润扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2630897893","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630897893?lang=zh_cn&edition=full","pubTime":"2026-04-26 15:53","pubTimestamp":1777189980,"startTime":"0","endTime":"0","summary":" 摩尔线程披露2026年一季报与2025年报。根据报告，2026年一季度，摩尔线程实现营收7.38亿元，同比增长155.35%；归母净利润0.29亿元，同比增加1.42亿元；归母扣非净利润亏损0.54亿元，亏损同比收窄60.10%。 摩尔线程2025年实现营收15.05亿元，同比增长243.37%；毛利总额达到9.87亿元，较上年同期增长218.43%；归母净利润、归母扣非净利润分别较上年同期亏损收窄38.16%、33.38%。同时，摩尔线程保持了高强度的研发投入，全年研发费用13.05亿元，占比为86.68%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/2026-04-26/doc-inhvvkkf3164477.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630115809","title":"每周股票复盘：摩尔线程（688795）将召开2025年年度及2026Q1业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2630115809","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630115809?lang=zh_cn&edition=full","pubTime":"2026-04-26 01:14","pubTimestamp":1777137251,"startTime":"0","endTime":"0","summary":"截至2026年4月24日收盘，摩尔线程报收于638.5元，较上周的656.62元下跌2.76%。本周，摩尔线程4月20日盘中最高价报660.1元。摩尔线程当前最新总市值3001.13亿元，在半导体板块市值排名5/173，在两市A股市值排名46/5200。本周关注点公司公告汇总：摩尔线程将于2026年4月27日召开2025年年度暨2026年第一季度业绩说明会。投资者可于2026年4月20日至4月24日16:00前通过上证路演中心网站或公司邮箱report@mthreads.com提问。会后可通过上证路演中心查看会议情况。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042600000404.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629816451","title":"4月24日摩尔线程涨5.43%，科创综指ETF易方达基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2629816451","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629816451?lang=zh_cn&edition=full","pubTime":"2026-04-24 16:29","pubTimestamp":1777019384,"startTime":"0","endTime":"0","summary":"证券之星消息，4月24日摩尔线程涨5.43%，收盘报638.5元，换手率14.3%，成交量4.2万手，成交额26.19亿元。重仓摩尔线程的前十大公募基金请见下表：该股最近90天内共有1家机构给出评级，增持评级1家。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共60家，其中持有数量最多的公募基金为易方达基金的科创综指ETF易方达。科创综指ETF易方达目前规模为14.37亿元，最新净值1.4724，较上一交易日下跌1.81%，近一年上涨58.39%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042400050039.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688795","589800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628745416","title":"摩尔线程（688795）披露召开2025年年度暨2026年第一季度业绩说明会公告，4月20日股价下跌1.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628745416","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628745416?lang=zh_cn&edition=full","pubTime":"2026-04-20 17:13","pubTimestamp":1776676390,"startTime":"0","endTime":"0","summary":"截至2026年4月20日收盘，摩尔线程报收于646.2元，较前一交易日下跌1.59%，最新总市值为3037.32亿元。摩尔线程智能科技（北京）股份有限公司于近日披露《关于召开2025年年度暨2026年第一季度业绩说明会的公告》。公告显示，公司将于2026年4月27日14:00-15:00通过上证路演中心网络互动方式召开业绩说明会，介绍公司经营成果和财务状况。投资者可于2026年4月20日至4月24日16:00前通过上证路演中心网站或公司邮箱report@mthreads.com提问。会后可通过上证路演中心查看会议情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042000023305.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625610904","title":"外资、地方国资集体抢筹国产GPU四小龙","url":"https://stock-news.laohu8.com/highlight/detail?id=2625610904","media":"21世纪经济报道","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625610904?lang=zh_cn&edition=full","pubTime":"2026-04-05 09:36","pubTimestamp":1775352960,"startTime":"0","endTime":"0","summary":" 近日，摩尔线程、沐曦股份、壁仞科技、天数智芯先后交出了上市后的首份年度成绩单。 2025年，四家GPU企业的营业收入均大幅增长，但仍集体亏损。答案藏在它们冗长的股东名单里——这是一场集结了市场化机构、国家级基金、地方国资、产业资本的“资本接力赛”。 国资也是国产GPU厂商的“护航员”。而随着国产GPU厂商陆续登陆资本市场，国产GPU的竞争，也将从融资竞赛进入业绩兑现的下半场。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-04-05/doc-inhtkzxf2217342.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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19:34","pubTimestamp":1775216053,"startTime":"0","endTime":"0","summary":"近日，摩尔线程（688795.SH）、沐曦股份（688802.SH）、壁仞科技（06082.HK）、天数智芯（09003.HK）先后交出了上市后的首份年度成绩单。2025年，四家GPU企业的营业收入均大幅增长，但仍集体亏损。其中，摩尔线程、沐曦股份、天数智芯均收窄了亏损，壁仞科技因研发开支增长等影响，亏损规模扩大。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604033695112770.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604033695112770.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1163","09903","688802","688795","06082","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624456606","title":"“顶流”张坤在管基金年报披露!首次建仓摩尔线程-U(688795.SH)、沐曦股份(688802.SH) 大手笔增持港交所(00388)","url":"https://stock-news.laohu8.com/highlight/detail?id=2624456606","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624456606?lang=zh_cn&edition=full","pubTime":"2026-04-01 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