6月12日，纳微半导体盘中上涨5.27%，报21.57美元/股，成交额3.27亿美元。本次上涨主要受半导体板块整体走强带动，形成板块共振效应。同板块迈威尔科技涨6.51%、英特尔涨6.43%、美光科技涨5.69%、美国超微公司涨4.9%、英伟达涨1.0%，行业个股普遍反弹。此前该股因5亿美元ATM增发稀释压力及获利回吐连续回调，累计跌幅较大，本次板块普涨触发技术性修复。公司与英伟达合作推进800VDC人工智能基础设施建设的长期逻辑未变，但一季度每股亏损同比扩大、毛利率下滑及增发稀释压力仍构成中期制约。
（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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