6月30日，Enphase Energy盘中上涨11.13%，报53.62美元/股，成交额7167.81万美元，太阳能板块普遍走强。
消息面上，Enphase Energy正式以白金会员身份加入开放计算项目（OCP），旨在与行业伙伴协作推动人工智能数据中心电源标准的发展与创新。此前高盛曾发布报告看好该公司在固态变压器领域的机遇，并上调目标价至57美元；Jefferies亦将目标价上调至64美元并维持买入评级。近期公司还启动了基于氮化镓技术的IQ9S商用微型逆变器在美国市场的发货，产品线持续拓展，市场对其AI数据中心电源业务前景的预期进一步升温。
（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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