7月29日，纳微半导体盘中上涨10.15%，报10.95美元/股，成交额3796.04万美元。
消息面上，公司最新公布的Q2财报虽显示营收同比下滑27.6%，但Q3营收指引为1350万美元（±50万），大幅超出分析师预期的1110万美元，超出幅度约22%。公司同时指出，AI基础设施领域的"电力瓶颈"正加速推动对其GaN及SiC功率器件的需求。此外，管理层预计部分超大规模数据中心客户及XPU平台将于明年迎来显著放量，新型电网基础设施产品市场接纳速度也在加快。此前一日股价因摩根士丹利下调目标价及营收同比下滑而大跌逾11%，当前反弹或反映市场对公司前瞻指引的重新定价。
（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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