纳微半导体今日盘中大涨8.21%，引起了市场的广泛关注。
消息面上，此次股价上涨主要受到两大因素驱动。首先，英伟达近期公布下一代800V直流电源架构官方合作伙伴名单，纳微半导体作为氮化镓功率半导体龙头位列其中，获得了进入未来AI数据中心电力基础设施的重要背书。800V架构被视为支撑下一代AI加速器功耗密度需求的关键升级方案，这一合作利好为股价提供了基本面支撑，吸引了技术性买盘入场。
其次，该股此前因董事大额减持、一季度业绩疲软及增发稀释压力等多重利空因素导致股价连续下挫，短期超跌后技术性反弹需求显著，与英伟达的合作利好形成共振，共同推动了本次股价的强势上涨。
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