8月7日，Wolfspeed盘中上涨8.3%，报30.12美元/股，成交额5557.79万美元，延续近期连续上涨态势。
消息面上，公司近日宣布与光宝科技达成合作伙伴关系，通过创新的800V直流电源解决方案共同支持超大规模AI数据中心快速部署，整合双方在电力电子领域的技术积累，为高性能计算需求提供高效能源支持。此外，公司此前与GE Aerospace签署碳化硅技术合作备忘录，覆盖工业、航空航天及国防市场高压碳化硅模块开发，计划合作供应10千伏碳化硅MOSFET芯片用于商业用途。行业层面，多家碳化硅厂商披露上半年订单同比增长数倍，需求端持续放量为公司基本面提供支撑。
（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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