8月4日，纳微半导体盘中上涨8.24%，报11.755美元/股，成交额1.01亿美元。
消息面上，公司此前发布的Q2财报及Q3指引构成持续催化。Q2营收1053万美元，超出市场预期的997万美元；调整后每股亏损0.04美元，符合预期。更关键的是，公司Q3营收指引为1350万美元（±50万），大幅高于分析师预期的1110万美元，超预期幅度逾21%。管理层指出，AI基础设施领域的"电力瓶颈"正推动需求加速增长，并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。此外，公司近期与美格纳半导体达成高压碳化硅技术战略合作，拓展工业与能源领域布局。
（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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