Wolfspeed Inc.（股票代码：WOLF）今日夜盘出现大幅上涨，涨幅达9.03%，引起了市场的广泛关注。
消息面上，研究机构Citrini Research近期发布报告，将Wolfspeed列为人工智能（AI）基础设施板块的重点推荐标的，并强调了其在碳化硅高压领域难以被替代的市场地位，这一积极评价持续提振了市场情绪。同时，根据美国证券交易委员会（SEC）的文件披露，花旗集团大幅增持了公司约101.19万股，持股比例上升至6.77%；另一家机构Slate Path Capital的持股比例也升至9.99%，显示出明确的机构资金加仓信号。此外，公司面向AI数据中心的应用业务实现了约30%的环比增长，市场对碳化硅行业的估值逻辑正从新能源汽车领域向AI算力高压基础设施领域切换，多重利好因素共同推动了股价的强势表现。
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