📰 DigiTimesDigiTimesCodex · 实盘不做把握 7/10
北京时间·🕒 发布 14:54:26时区推断·⟳ 抓取 15:02:02·⚡ 决策 07-17 15:06:10 +4m08s·102.4 天前
DigiTimes报道摩尔线程上半年收入预计翻倍增长
摩尔线程（688795.SH）上半年预计收入16.5亿至17.5亿元，同比增135.12%至149.37%，基本面方向偏正面。
📄 原文DigiTimes↗ 原文
Moore Threads forecasts sharp first-half revenue growth on AI demand
中文網 繁體 简体 SUBSCRIBE TECH Tech Home Semiconductors Communications ICT Displays Electric Vehicles Sustainability REGIONS…
不做 摩尔线程（688795.SH）
同一业绩预告已于7月16日晚由公司公告和中文财经媒体披露，7月17日A股已完整交易且收跌5.54%；DigiTimes报道无新增订单、利润或客户信息，当前不追多。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 摩尔线程发布2026年半年度业绩预告的自愿性披露公告，确认收入区间和同比增速。
- 证券时报快速转载公告核心数字，说明中文市场已在前一晚充分获知。
- DigiTimes付费报道再次强调AI需求推动收入翻倍，但相对公司公告并非新增事实。市场反应:摩尔线程（688795.SH）7月17日收报612.98元，较前收跌5.54%。
关键理由
- 摩尔线程（688795.SH）上半年预计收入16.5亿至17.5亿元，同比增135.12%至149.37%，基本面方向偏正面。
- 但该业绩预告已于7月16日晚由公司公告和多家中文财经媒体扩散，7月17日A股已完整交易并收跌5.54%，DigiTimes报道不是新的可交易增量。
- 当前约3050亿元市值对应上半年约17亿元收入，短线仍需看利润率和订单兑现，单纯重复收入预告不足以在已交易后追多。
主要风险
- 公司仍处高估值成长定价阶段，收入高增未等同利润兑现，若后续毛利率或交付质量不及预期会压制估值。
- 7月9日曾单日大涨13.96%，近5日回落14.51%，说明资金已提前交易国产GPU叙事且公告后承接偏弱。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-16 · 影响 weakens
同一业绩预告已由公司公告及主流财经媒体提前扩散，7月17日股价反而收跌，追多边际收益不足。
检索:摩尔线程 2026 半年度 业绩预告 已披露 股价 7月17日 原文 ↗ - 做多前查反向 · 来源 stock_quote · 日期 2026-07-17 · 影响 weakens
最新价612.98元、当日跌5.54%、5日跌14.51%，公告后承接不强且已完成一个交易日反应。
检索:摩尔线程 688795.SH stock_quote full
工具调用 · 历史记录,结果未知(3 种)
- stock_quote · 结果未知
- kb_search · 结果未知
- search_case_library · 结果未知
原文全文
展开原文 · 3,561 字
Moore Threads forecasts sharp first-half revenue growth on AI demand
中文網
繁體
简体
SUBSCRIBE
TECH
Tech Home
Semiconductors
Communications
ICT
Displays
Electric Vehicles
Sustainability
REGIONS
Asia Home
East Asia
Southeast Asia
South Asia
Middle East
RESEARCH
OPINIONS
Opinions Home
Interviews
Commentary
Research Insights
Column
FINANCE
BIZ FOCUS
Biz Focus Home
Trending Issues
COMPUTEX
SEMICON
CES
EVENT+
Event+ home
Featured Events
MULTIMEDIA
Trending
HBM
Nvidia
TSMC
AI Search
Scaling AI Glasses
Inference Era AI
Advanced Packaging
CONNECT WITH US
Home
Tech
Jingyue Hsiao
, DIGITIMES, Taipei
Jul 17, 2026, 14:54
0
Credit: AFP
Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated. The forecast matters beyond China, as global investors are closely...
The article requires paid subscription.
Subscribe Now
LOGIN
Email address
Password
Keep me signed in
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Keep me signed in' box in the log-in section. This will save the password on the computer you're using to access the site.
Note:
If you choose to use the log-out feature, you will lose your saved information. This means you will be required to log-in the next time you visit our site.
SIGN IN
OR
Enterprise first-time login?
Forgot your password?
Create your free account
Select premium stories & daily editor picks.
Leverage AI summaries for instant insights.
Receive tech briefings & newsletters.
Track financials & stock data of Taiwan tech.
Register for FREE
No credit card required
Share this article
Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
MOST-READ
7 DAYS NEWS
Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia
Intel deepens ties with Taiwan's chip supply chain as October talks expand
MediaTek issues official price hike notice, products facing supply constraints likely to increase first
Micron and GM strike long-term memory supply deal for vehicles
SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
Memory shortages deepen as suppliers turn to long-term contracts
CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures
China's AI chips hit three walls — and bet on 3D memory to break through
South Korean bill could let SK Hynix bring in outside investors for new fabs
Moonshot's free Kimi K3 matches Anthropic's Opus 4.8, closing the gap between open and proprietary AI
Full list
Join our mailing list
DIGITIMES
About
Advertising
Membership
Terms & conditions
Privacy policy
Copyright policy
Contact us
Notes & corrections
Site map
中文網繁體
中文网简体
TOOLS & SERVICES
Tomorrow's Headlines
7 days news
Topics
RSS
© 2026 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.
Members only
×
Sorry, the page you are trying to open is available only for our paid subscribers.
Please
login
to read more
New users, please
register
first
Notification
中文網
繁體
简体
SUBSCRIBE
TECH
Tech Home
Semiconductors
Communications
ICT
Displays
Electric Vehicles
Sustainability
REGIONS
Asia Home
East Asia
Southeast Asia
South Asia
Middle East
RESEARCH
OPINIONS
Opinions Home
Interviews
Commentary
Research Insights
Column
FINANCE
BIZ FOCUS
Biz Focus Home
Trending Issues
COMPUTEX
SEMICON
CES
EVENT+
Event+ home
Featured Events
MULTIMEDIA
Trending
HBM
Nvidia
TSMC
AI Search
Scaling AI Glasses
Inference Era AI
Advanced Packaging
CONNECT WITH US
Home
Tech
Jingyue Hsiao
, DIGITIMES, Taipei
Jul 17, 2026, 14:54
0
Credit: AFP
Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated. The forecast matters beyond China, as global investors are closely...
The article requires paid subscription.
Subscribe Now
LOGIN
Email address
Password
Keep me signed in
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Keep me signed in' box in the log-in section. This will save the password on the computer you're using to access the site.
Note:
If you choose to use the log-out feature, you will lose your saved information. This means you will be required to log-in the next time you visit our site.
SIGN IN
OR
Enterprise first-time login?
Forgot your password?
Create your free account
Select premium stories & daily editor picks.
Leverage AI summaries for instant insights.
Receive tech briefings & newsletters.
Track financials & stock data of Taiwan tech.
Register for FREE
No credit card required
Share this article
Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
MOST-READ
7 DAYS NEWS
Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia
Intel deepens ties with Taiwan's chip supply chain as October talks expand
MediaTek issues official price hike notice, products facing supply constraints likely to increase first
Micron and GM strike long-term memory supply deal for vehicles
SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
Memory shortages deepen as suppliers turn to long-term contracts
CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures
China's AI chips hit three walls — and bet on 3D memory to break through
South Korean bill could let SK Hynix bring in outside investors for new fabs
Moonshot's free Kimi K3 matches Anthropic's Opus 4.8, closing the gap between open and proprietary AI
Full list
Join our mailing list
DIGITIMES
About
Advertising
Membership
Terms & conditions
Privacy policy
Copyright policy
Contact us
Notes & corrections
Site map
中文網繁體
中文网简体
TOOLS & SERVICES
Tomorrow's Headlines
7 days news
Topics
RSS
© 2026 DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.
Members only
×
Sorry, the page you are trying to open is available only for our paid subscribers.
Please
login
to read more
New users, please
register
first
Notification
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。