8月12日，Wolfspeed盘中上涨9.49%，报32.15美元/股，成交额478.91万美元。
消息面上，多重利好共振推动股价反弹。一方面，Navitas于8月10日对瑞萨提起氮化镓专利侵权诉讼，化合物半导体专利战持续升温，此前Wolfspeed已于7月对Navitas提起GaN及SiC专利侵权诉讼，行业知识产权博弈加剧凸显Wolfspeed作为宽带隙半导体先驱的IP价值。另一方面，Wolfspeed近日与光宝科技达成战略合作，其碳化硅MOSFET已通过光宝认证，将用于800V直流电源侧车机架及电源供应单元，支持超大规模AI数据中心下一代部署，有望获多家云服务提供商采用。此外，半导体板块今日整体走强，美光科技涨5.4%、迈威尔科技涨5.4%、英特尔涨3.87%，板块情绪亦提供支撑。
（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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