688795 摩尔线程
已收盘 05-15 15:00:00
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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
和而泰：公司持有的摩尔线程股份“以公允价值变动计入其他综合收益的金融资产”进行计量
证券之星 · 03-16
和而泰：公司持有的摩尔线程股份“以公允价值变动计入其他综合收益的金融资产”进行计量
摩尔线程：在 FP8 技术研发上取得了系统性突破，全球与英伟达保持技术同步
IT之家 · 03-13
摩尔线程：在 FP8 技术研发上取得了系统性突破，全球与英伟达保持技术同步
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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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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":"us","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":["BK4588","MSFU","LU1852331112.SGD","LU2286300806.USD","MSFD","LU2125154778.USD","LU2471134796.USD","LU1121112475.USD","LU1235294995.USD","LU2265009873.SGD","GOOG","SG9999015952.SGD","LU1429558221.USD","AMZN","LU1435385759.SGD","MSFW","MSFY","AAPL","LU2764262908.HKD","LU1989763005.USD","LU0157215616.USD","MSFX","XDAT","LU0154236417.USD","LU2543165471.USD","LU0868494617.USD","MSFO","688795","LU0124676726.USD","LU2237443978.SGD","LU2168564495.EUR","YMAG","IE00BJJMRX11.SGD","LU2360108059.USD","META","LU0345770993.USD","IE0034235303.USD","LU0354030438.USD","BK4587","LU1267930490.SGD","MSFT","LU0323239441.USD","LU0792757196.USD","NVDA","LU1914381329.SGD","MAGY","MSFL","TSLA","LU0094547139.USD","IE00BYXW3230.USD"],"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":"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/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":"us","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":["BK1607","BK4585","BK1610","LU2148510915.USD","SGXZ81163826.USD","BK1526","LU1064131003.USD","BK0214","BK4588","688795","688981","SGXZ49509284.SGD","BK4535","BK1614","BK1163","LU1064130708.USD","00981"],"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":"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://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":"fut","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":"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/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":"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/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":["589800","688795"],"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":"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/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":"other","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":"hk","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":["06082","688802","688795","09903","CHAT","BK1163"],"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 12:01","pubTimestamp":1775016073,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，3月31日，“顶流”基金经理、易方达基金张坤披露了在管基金2025年报。具体来看，张坤旗下几只基金首次建仓新产业、网易云音乐、摩尔线程-U、沐曦股份等多只标的，并大手笔增持了香港交易所。与此同时，张坤还大幅度加仓了香港交易所，增持比例达200%。仓位方面，截至报告期末，易方达优质企业三年持有股票持仓占比达93.81%。","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":"http://www.zhitongcaijing.com/content/detail/1423814.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_zhitongcaijing","symbols":["LU1481107354.HKD","LU1642822792.SGD","LU0955669360.SGD","LU0314109678.HKD","LU0762542818.HKD","LU0348814723.USD","LU1366334651.USD","LU0072913022.USD","80388","00388","LU1366334578.USD","IE00BZ08YS42.EUR","LU0348816934.USD","HEXmain","LU1242518857.USD","LU1282649067.USD","LU0348827113.USD","LU1282649810.SGD","LU0540923850.HKD","LU2226246903.HKD","SG9999001093.SGD","LU0918141705.HKD","LU0061477393.USD","LU0886674414.USD","LU0898667661.SGD","SG9999002562.SGD","LU0084288322.USD","LU0955623706.USD","LU0607220059.USD","SGXZ90724238.SGD","HKXCY","LU0634319403.HKD","LU0251144936.SGD","688795","LU0348735423.USD","LU0052750758.USD","IE0003795394.USD","LU0651947912.USD","SG9999004220.SGD","LU0320764599.SGD","LU0762541174.USD","LU0327786744.USD","688802","LU0456846285.SGD","LU0488056044.USD","LU1807302812.USD","LU0011963245.USD","LU1813983027.USD","LU0210527791.USD","LU0169518387.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623328927","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2623328927","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623328927?lang=zh_cn&edition=full","pubTime":"2026-03-31 01:38","pubTimestamp":1774892325,"startTime":"0","endTime":"0","summary":"智通财经APP讯，摩尔线程(688795.SH)公告，公司于近日与某客户签订了产品销售协议，合同总金额为人民币6.60亿元。合同标的为摩尔线程夸娥(KUAE)智算集群。","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":"http://www.zhitongcaijing.com/content/detail/1422508.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"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","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688795"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622811410","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2622811410","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622811410?lang=zh_cn&edition=full","pubTime":"2026-03-27 11:40","pubTimestamp":1774582800,"startTime":"0","endTime":"0","summary":"新浪科技讯 3月27日上午消息，智源研究院日前宣布联合生态合作伙伴共建的开源统一软件栈众智FlagOS取得重要技术突破，在六家厂商AI芯片、三种AI大模型 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