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华泰期货一周宏观点评:金属市场巨震,关注凯文·沃什观点_蜘蛛资讯网

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营收为11.74亿元。我们不去看复杂的定价模型,只对比营收,寒武纪营收是摩尔线程的2.7倍,市值约是其3.7倍。考虑到二级市场的流动性、稀缺性溢价,摩尔线程上市前投资人的流动性折价等因素,246.2亿就不算低了。  别忘了,寒武纪在“924”前期的涨幅,远远落后于指数,9月30日才突然爆发,而这也是摩尔线程接近完成Pre-IPO融资的时间点。此前两年,寒武纪的股价和摩尔线程的估值又同样低迷,因此在

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