燧原科技上市首日大涨超188%,中一签浮盈13.39万元

中金财经
Sep 11
  燧原科技上市首日大涨超188%,中一签浮盈13.39万元    分时图   9月11日消息,燧原科技今日在科创板上市,上市首日开盘大涨超188%,现报410元,该股发行价为142.18元。按开盘价计算,投资者中一签(500股)浮盈约13.39万元。   燧原科技是国内云端AI芯片领军企业,主营AI加速卡及模组、智算系统及集群、IP授权等,产品已实现大规模部署并在国民级互联网应用中商业化落地,客户涵盖腾讯等头部互联网大厂。   随着燧原科技的上市,市场熟知的“国产GPU四小龙”——燧原科技、摩尔线程、沐曦股份、壁仞科技,正式齐聚资本市场。此前,摩尔线程、沐曦股份登陆科创板首日收盘涨幅分别为425.46%、692.95%。   值得关注的是,“四小龙”在技术路线上呈现明显分野:摩尔线程、沐曦股份、壁仞科技三家采用GPGPU路线,兼容英伟达CUDA生态,开发者迁移成本相对更低。其中摩尔线程自研MUSA架构生态日趋成熟,各类开发者数量已突破80万名;而燧原科技选择DSA路线,其自研“驭算TopsRider”软件平台不兼容CUDA。   这一技术分化背后是市场结构的深层变化。高盛研报分析指出,AI服务器AI芯片中非GPGPU架构芯片的出货占比正呈现上升趋势,预计将从2024年的36%增长至2027年的45%。

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