7月28日，纳微半导体盘中下跌11.94%，报9.87美元/股，成交额2500.54万美元。
消息面上，摩根士丹利将纳微半导体目标价从13.70美元下调至12.60美元，维持"跑输大盘"评级。同日公布的Q2财报显示，公司调整后每股亏损0.04美元，符合市场预期；营收1050万美元，虽小幅超出分析师预期的997万美元，但同比大幅下滑27.6%。公司给出Q3营收指引为1350万美元（±500万美元），高于市场预期的1110万美元，但整体营收持续萎缩的趋势仍令市场承压。此外，7月初Wolfspeed对纳微半导体提起专利侵权诉讼，指控其GaN及SiC产品线侵犯多项专利，进一步加剧市场对公司前景的担忧。
纳微半导体主营下一代功率半导体，包括氮化镓功率集成电路及碳化硅器件，聚焦AI数据中心、能源电网基础设施等大功率市场。
（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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