异动解读|英诺赛科盘中上涨5.52%,半导体板块集体走强带动

行情直击
Aug 07

8月7日,英诺赛科盘中上涨5.52%,报45.1港元/股,成交额1.9亿港元。消息面上,半导体板块今日集体走强,同行业个股中兆易创新涨7.91%、天数智芯涨6.58%、澜起科技涨2.91%、华虹宏力涨2.34%、中芯国际涨1.68%,板块联动效应显著。

基本面方面,此前东吴证券首次覆盖英诺赛科并给予"买入"评级,目标价96.90港元,看好公司8英寸硅基GaN量产平台优势及AI电源、汽车电子长期弹性。此外,公司在与英飞凌的氮化镓专利侵权案中取得胜诉,法院禁令禁止英飞凌相关产品在中国境内销售,有望加速国产替代进程。

(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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