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Moore Threads
22 atoms · 跨 5 天 · 首见 2026-04-27 · 最近 2026-06-27
三色: 🟦 fact 19 · 🟥 take 3 · stance ▲5/▼2/◆2
来源: X 22
时态: fresh:19 · aging:3
标签: 好数字:18 · 好观点:3 · 好信源:3
叙事 (narrative) (3)
- 2026-04-27
[老化中] · 市盈率倍数
stock trades at roughly 200x revenue
tags: 好观点 · → daily
value: qty=200x · date=2026-04-27
- 2026-04-27
[老化中] · substitution demand vs commercial demand distinction
Substitution demand and commercial demand are different things.
tags: 好观点 · → daily
- 2026-04-27
[老化中] · repeat orders requirement for real chip business
Repeat orders, lower customer concentration, and genuine platform integration require something else entirely.
tags: 好观点 · → daily
事实 (fact) (19)
- 2026-06-27 · MusaCoder 在 KernelBench 上超越开源和闭源基线
On KernelBench (CUDA and MUSA), MusaCoder beats open-source and proprietary baselines in correctness and speed
tags: 好数字·好信源 · → daily
value: qty= · date=
- 2026-05-08 · 上市时间
Moore Threads and MetaX, which went public on the Star Market in December
tags: 好数字·好信源 · → daily
value: date=2025年12月
- 2026-04-27 · 季度营收同比增长
Filing: Beijing-based GPU maker Moore Threads reports Q1 revenue up 155% YoY
tags: 好数字 · → daily
value: qty=+155% · date=Q1 2026
- 2026-04-27 · 季度营收金额
reports Q1 revenue ... ~$107.89M
tags: 好数字 · → daily
value: qty=$107.89M · date=Q1 2026
- 2026-04-27 · 季度净利润
and a $4.3M net profit
tags: 好数字 · → daily
value: qty=$4.3M · date=Q1 2026
- 2026-04-27 · 季度净利润同比变化
up from a ~$16.46M net loss in Q1 2025
tags: 好数字 · → daily
value: qty=+$20.76M · date=Q1 2026 · direction=up
- 2026-06-27 · 9B 模型匹配前沿闭源模型
Their 9B model matches frontier closed-source models
tags: 好数字 · → daily
value: qty= · date=
- 2026-06-27 · 27B 模型达到新 SOTA
the 27B sets a new state of the art
tags: 好数字 · → daily
value: qty= · date=
- 2026-05-08 · 上市状态
Moore Threads ... have listed on domestic stock markets
tags: 好信源 · → daily
value: direction=已在国内上市
- 2026-05-02 · 2025 revenue
Moore Threads reported RMB 1.51bn in 2025 revenue last week, up 243%
tags: 好数字 · → daily
value: qty=1.51bn · currency=RMB · date=FY2025
- 2026-05-02 · price to revenue ratio
Moore Threads at ~200x revenue
tags: 好数字 · → daily
value: qty=~200x
- 2026-05-02 · first quarterly profit in Q1 2026
First quarterly profit in Q1 2026
tags: 好数字 · → daily
value: date=Q1 2026
- 2026-04-28 · profit
Moore Threads posts US$4.3m profit
tags: 好数字 · → daily
value: qty=US$4.3m · date=未指定
- 2026-04-27 · profit
Moore Threads posts US$4.3m profit as Nvidia rival surges amid Beijing chip push
tags: 好数字 · → daily
value: qty=US$4.3m
- 2026-04-27 · disclosed order for KUAE computing cluster
the company disclosed a 660 million yuan order for its KUAE computing cluster, which is based on tens of thousands of interconnected GPUs, without revealing the client
tags: 好数字 · → daily
value: qty=660 million yuan · date=end of March
- 2026-04-27 · 2025 年营收
Moore Threads posted RMB 1.51 billion in 2025 revenue
tags: 好数字 · → daily
value: qty=RMB 1.51 billion · date=2025
- 2026-04-27 · 2025 年营收同比增长
up 243% year-on-year
tags: 好数字 · → daily
value: qty=243% · date=2025
- 2026-04-27 · Q1 2026 首次季度盈利
First quarterly profit in Q1 2026
tags: 好数字 · → daily
value: date=Q1 2026
- 2026-04-27 · 云产品营收占比
Cloud products made up 97% of revenue
tags: 好数字 · → daily
value: qty=97% · date=2025
时间轴 (近 20)
- 2026-06-27 ·
fact · MusaCoder 在 KernelBench 上超越开源和闭源基线 · → daily
- 2026-06-27 ·
fact · 9B 模型匹配前沿闭源模型 · → daily
- 2026-06-27 ·
fact · 27B 模型达到新 SOTA · → daily
- 2026-05-08 ·
fact · 上市状态 · → daily
- 2026-05-08 ·
fact · 上市时间 · → daily
- 2026-05-02 ·
fact · 2025 revenue · → daily
- 2026-05-02 ·
fact · price to revenue ratio · → daily
- 2026-05-02 ·
fact · first quarterly profit in Q1 2026 · → daily
- 2026-04-28 ·
fact · profit · → daily
- 2026-04-27 ·
fact · 季度营收同比增长 · → daily
- 2026-04-27 ·
fact · 季度营收金额 · → daily
- 2026-04-27 ·
fact · 季度净利润 · → daily
- 2026-04-27 ·
fact · 季度净利润同比变化 · → daily
- 2026-04-27 ·
fact · profit · → daily
- 2026-04-27 ·
fact · disclosed order for KUAE computing cluster · → daily
- 2026-04-27 ·
fact · 2025 年营收 · → daily
- 2026-04-27 ·
fact · 2025 年营收同比增长 · → daily
- 2026-04-27 ·
fact · Q1 2026 首次季度盈利 · → daily
- 2026-04-27 ·
fact · 云产品营收占比 · → daily
- 2026-04-27 ·
narrative · 市盈率倍数 · → daily
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