纳微半导体（NVTS）今日盘中大跌5.16%，引发市场关注。此前，该公司股价在与英伟达达成合作协议后曾出现大幅上涨，但最新分析显示，其基本面可能无法支撑当前股价。
据悉，尽管纳微半导体与英伟达的合作前景看好，但公司短期内难以实现实质性收入增长。财报显示，公司第一季度营收仅1400万美元，同比下滑39.5%。管理层在财报会议中多次提及"需求疲软"和"库存修正"，表明公司面临的经营压力。
分析认为，纳微半导体当前股价与公司基本面之间存在显著背离，估值已接近合理区间。盈利能见度缺失以及电动汽车等终端市场的挑战，也可能引发投资者担忧。此次股价下跌或反映了市场对公司短期业绩和估值的重新评估。
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