8月17日，英诺赛科盘中上涨5.03%，报48.9港元，成交额2.45亿港元。
消息面上，大和近日发布研报指出，随着AI数据中心机架功率密度由约150kW向1MW迈进，现有400V交流电架构将达物理极限，预计明年下半年起转至800V直流电架构，届时氮化镓功率器件需求将大幅提升。大和预测2027至2030年间800V AI数据中心将带来5.4亿至45亿美元的氮化镓功率器件需求，英诺赛科作为全球最大氮化镓功率器件供应商，市占率约30%，具备产品竞争优势。同日半导体板块整体走强，天数智芯涨9.61%、澜起科技涨9.09%、兆易创新涨7.93%。
英诺赛科主营硅基氮化镓半导体产品的设计、开发及生产，产品应用于消费电子、数据中心、汽车电子及可再生能源等领域。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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