MetaX股价在上海上市首日飙升569%

总部位于上海的GPU制造商MetaX在星市场上市首日表现惊人,股价开盘700元人民币,比IPO价格104.66元上涨569%。股价在交易中进一步攀升至824.50元。

MetaX Integrated Circuits是一家成立于2020年的上海公司,由三位前AMD员工创立,其中董事长兼总经理陈伟良曾在美国芯片公司担任高级总监。该公司是第二家在中国大陆上市的GPU制造商,此前是Moore Threads。

2025年12月17日星期三,MetaX在上海证券交易所的星市场开始交易,发行4010万股,计划募集约5.96亿美元。基于发行价,其隐含市值约为377亿元人民币,比3月份的IPO前估值210.7亿元高出近79%。

开盘价700元反映了投资者对AI芯片的狂热兴趣,尤其在美国对Nvidia等公司施加不确定性的背景下。盘中股价一度达到824.50元,涨幅高达688%,使该五年老公司成为今年大陆交易所第三佳交易首秀。

华金证券分析师李辉表示:“该公司是中国高性能GPU产品的领先制造商之一。它预计将充分受益于国内替代的持续进展。”MetaX提供用于AI推理、通用计算和图形渲染的GPU系列,并计划将IPO收益用于下一代高性能GPU的研发和产业化,特别是针对AI推理任务的GPU。

这一上市凸显了中国在半导体领域的本土创新努力,旨在减少对外国技术的依赖。

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