国产GPU四小龙硬核对决:谁将引领算力自主化浪潮?

金融小博士
Dec 17

行业背景:国产GPU站上三重风口,四小龙差异化卡位2025年成为国产GPU资本化元年——摩尔线程(688788.SH)12月5日科创板上市后5日涨超7倍,沐曦股份(688789.SH)12月17日以692.95%首日涨幅、单签盈利36.26万元刷新A股打新纪录。壁仞科技(拟港股上市)、燧原科技(辅导期)紧随其后,四家企业形成“全功能GPU+全栈方案+高端通用+云端AI”的差异化格局,共同支撑国产...

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