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  "name" : "中国芯片初创公司沐曦上市首日暴涨755% ",
  "teaser" : "在中美科技竞争与出口管制背景下，投资者加码押注中国本土AI芯片厂商成长潜力，寄望其在AI核心硬件领域缩小与英伟达差距。继本月初AI芯片制造商摩尔线程被投资者抢购之后，中国高端芯片初创企业沐曦（MetaX）上市首日股价迎来暴涨。",
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  "text" : "（德国之声中文网）中国高端芯片制造商沐曦（MetaX）周三（12月17日）在上海上市首日股价一度暴涨逾750%，反映市场对中国本土芯片厂商有望挑战美国芯片巨头英伟达（Nvidia）的期待。 投资者押注中国产芯片崛起 此前另一家中国芯片企业摩尔线程（Moore Threads）完成规模高达11亿美元的首次公开募股（IPO），并在本月初上市后股价暴涨425%。 沐曦和摩尔线程均生产被称为图形处理器（GPU）的先进芯片，用于运行和训练人工智能工具。 目前，GPU市场由英伟达（Nvidia）主导。受全球对人工智能的狂热需求和乐观预期推动，英伟达已成为全球市值最高的公司。 尽管沐曦和摩尔线程的规模远不及英伟达，但分析人士指出，投资者看重的是中国加快发展芯片产业、最终有望与这家美国巨头竞争的潜力。 沐曦在IPO中以每股104.66元人民币（约合14.86美元）定价，募资约5.858亿美元。上市后股价一度飙升至895元，涨幅高达755%，随后小幅回落至730.34元。 出口管制松动 中美两国为争夺人工智能领域的主导地位展开激烈竞争。据报道，由于华盛顿对英伟达高端芯片实施出口限制，北京一直鼓励科技企业更多使用国产芯片。 但美国总统特朗普上周表示，他已与中国国家主席习近平达成一致，允许英伟达向中国出口其先进的H200芯片。 H200芯片在技术上大约落后于英伟达最尖端产品18个月，而后者仍被禁止出口至中国。 尽管如此，这一举措标志着特朗普对前任拜登时期实施的出口管制政策逐渐松动。 相关限制最早于2022年实施，理由是国家安全考量，包括担忧中国军方在技术上获得相对美国的领先优势。 政策扶持与资本加持 Tech Buzz China创始人马睿（Rui Ma）本月对法新社表示，出口管制“在中国为高端芯片创造了一个受保护的市场空间”。 她指出，在政策支持和更为雄厚的资本环境叠加作用下，国产GPU和AI加速器企业如今所面临的条件“远优于以往周期”。 “因此，摩尔线程、寒武纪、沐曦、壁仞科技（Biren）以及燧原科技（Enflame）等公司，正吸引大量投资者的关注。” DW中文有Instagram！欢迎搜寻dw.chinese，看更多深入浅出的图文与影音报道。 © 2025年德国之声版权声明：本文所有内容受到著作权法保护，如无德国之声特别授权，不得擅自使用。任何不当行为都将导致追偿，并受到刑事追究。",
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