688802 沐曦股份
已收盘 02-11 15:00:00
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研报掘金丨国联民生：首予沐曦股份“推荐”评级，公司正从产品验证迈入规模化盈利阶段
中金财经 · 02-10 15:57
研报掘金丨国联民生：首予沐曦股份“推荐”评级，公司正从产品验证迈入规模化盈利阶段
小摩强力“唱多”：大模型双雄智谱、MiniMax暴涨，华尔街首评引爆港股AI潮
智通财经 · 02-10 15:04
小摩强力“唱多”：大模型双雄智谱、MiniMax暴涨，华尔街首评引爆港股AI潮
募投分3至4年落地！沐曦股份拟使用不超29亿元闲置募资进行低风险现金管理
华夏时报网 · 02-06
募投分3至4年落地！沐曦股份拟使用不超29亿元闲置募资进行低风险现金管理
沐曦股份（688802）披露募投项目实施周期及使用部分闲置募集资金进行阶段性现金管理的公告，2月5日股价下跌2.58%
证券之星 · 02-05
沐曦股份（688802）披露募投项目实施周期及使用部分闲置募集资金进行阶段性现金管理的公告，2月5日股价下跌2.58%
业绩不及预期？寒武纪、摩尔线程、沐曦股份股价集体走低
21世纪经济报道 · 02-03
业绩不及预期？寒武纪、摩尔线程、沐曦股份股价集体走低
AI浪潮重塑亚洲科技版图：存储“超级周期”下，韩国芯片双雄合并市值即将首超阿里与腾讯
智通财经 · 02-03
AI浪潮重塑亚洲科技版图：存储“超级周期”下，韩国芯片双雄合并市值即将首超阿里与腾讯
沐曦股份（688802）披露使用募集资金向全资子公司提供借款以实施募投项目公告，1月29日股价下跌2.29%
证券之星 · 01-29
沐曦股份（688802）披露使用募集资金向全资子公司提供借款以实施募投项目公告，1月29日股价下跌2.29%
天翼视联完成首轮增资引战，含沐曦股份、海康威视等战略投资
新京报 · 01-27
天翼视联完成首轮增资引战，含沐曦股份、海康威视等战略投资
沐曦股份：预计去年亏损同比收窄43.36%至53.86%
新京报 · 01-27
沐曦股份：预计去年亏损同比收窄43.36%至53.86%
Ai芯片需求显著，国产GPU龙头沐曦股份预计2025年营收同比激增超115%，净亏损同比收窄43.36%至53.86% | 财报见闻
华尔街见闻 · 01-27
Ai芯片需求显著，国产GPU龙头沐曦股份预计2025年营收同比激增超115%，净亏损同比收窄43.36%至53.86% | 财报见闻
奇点国峰(01280)与沐曦股份达成GPU分销合作协议进军国产AI算力市场
智通财经 · 01-26
奇点国峰(01280)与沐曦股份达成GPU分销合作协议进军国产AI算力市场
国产AI芯企上市浪潮的核心逻辑
港股解码 · 01-23
国产AI芯企上市浪潮的核心逻辑
闰土股份最新公告：2025年净利同比预增181.05%-227.89%持股沐曦股份产生投资收益
证券之星 · 01-22
闰土股份最新公告：2025年净利同比预增181.05%-227.89%持股沐曦股份产生投资收益
沐曦股份：公司的产品梯队布局保障技术迭代连续性
证券日报 · 01-19
沐曦股份：公司的产品梯队布局保障技术迭代连续性
中国人工智能50强 寒武纪、摩尔线程、沐曦股份位列前三
红星资本局 · 01-19
中国人工智能50强 寒武纪、摩尔线程、沐曦股份位列前三
瑞丰新材：通过基金间接投资沐曦股份、蓝箭航天
证券之星 · 01-13
瑞丰新材：通过基金间接投资沐曦股份、蓝箭航天
市值突破800亿港元，MiniMax如何刷新全球AI纪录
澎湃新闻 · 01-09
市值突破800亿港元，MiniMax如何刷新全球AI纪录
A股零破发、港股杀疯了！2025年度IPO“打新爆款”有这些
格隆汇 · 2025-12-30
A股零破发、港股杀疯了！2025年度IPO“打新爆款”有这些
迈富时涨超6% 携手百度等多家科技企业开展深度合作 AI Agent将迎来普及拐点
智通财经 · 2025-12-30
迈富时涨超6% 携手百度等多家科技企业开展深度合作 AI Agent将迎来普及拐点
小商品城：全资子公司获配沐曦股份57.33万股
每日经济新闻 · 2025-12-22
小商品城：全资子公司获配沐曦股份57.33万股
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公司概况
公司名称：
沐曦集成电路(上海)股份有限公司
所属行业：
--
上市日期：
2025-12-17
主营业务：
沐曦集成电路(上海)股份有限公司的主营业务是研发、设计和销售应用于人工智能训练和推理、通用计算与图形渲染领域的全栈GPU产品，并围绕GPU芯片提供配套的软件栈与计算平台。公司主要产品有GPU产品、IP授权及其他业务。公司曾荣获“2024年VENTURE50风云企业”、“2024年VENTURE50硬科技企业”、“‘中国芯’2023年年度重大创新突破产品奖”、“国产GPU飞跃产品”、“胡润2023全球数字经济独角兽”、“2022-2023年度中国半导体市场领军企业”、“2023年度中国AI芯片企业先锋企业TOP30”、“2022年中国新锐半导体公司最佳雇主Top20”等荣誉奖项。
发行价格：
104.66
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加速崛起，算力时代全面开启。叠加科创板政策赋能、国产替代需求放量及与超讯通信等伙伴的产业链协同，公司正从产品验证迈入规模化盈利阶段，首次覆盖，给予“推荐”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260210/32009873.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["01456","601456","688802"],"gpt_icon":0},{"id":"2610314611","title":"小摩强力“唱多”：大模型双雄智谱、MiniMax暴涨，华尔街首评引爆港股AI潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2610314611","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610314611?lang=zh_cn&edition=full","pubTime":"2026-02-10 15:04","pubTimestamp":1770707040,"startTime":"0","endTime":"0","summary":" MiniMax-WP(00100)与智谱(02513)在香港股市迎来大幅上涨行情，此前摩根大通发布研报力推投资者买入这两家新兴人工智能模型开发商的股票。具体来看，智谱股价盘中最高飙升24%，MiniMax亦录 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"966956962cfd6f1722c62f7f94cfc5d5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20260210/c674690946.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":"tonghuashun","symbols":["688802"],"gpt_icon":0},{"id":"2609555205","title":"募投分3至4年落地！沐曦股份拟使用不超29亿元闲置募资进行低风险现金管理","url":"https://stock-news.laohu8.com/highlight/detail?id=2609555205","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609555205?lang=zh_cn&edition=full","pubTime":"2026-02-06 11:02","pubTimestamp":1770346920,"startTime":"0","endTime":"0","summary":" 此前，被称为“国产GPU第一股”的摩尔线程在2025年12月12日发布公告称，拟使用不超过75亿元的部分闲置募集资金进行现金管理。景嘉微也于2025年10月公告，计划使用不超过29.8亿元的闲置募集资金进行现金管理，聚焦结构性存款、大额存单等低风险产品，期限不超过12个月。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-02-06/doc-inhkvvnr2331023.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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19:15","pubTimestamp":1769166914,"startTime":"0","endTime":"0","summary":"一时之间，国产AI芯片企业正以“集群冲锋”之势登陆资本市场。这些AI芯片看似同乘算力东风奔赴资本市场，实则是两类甚至细分三类不同产业主体的资本化路径。三类主体上市的底层共性无论是巨头分拆的芯片业务、原生独立芯片企业，还是燧原科技这类巨头深度绑定的独立芯企，此番扎堆上市的核心驱动力或高度一致，与行业趋势、政策红利与资本诉求等有关。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123191816a6a4ea34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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