7月30日，纳微半导体盘中上涨8.89%，报10.61美元/股，成交额1145.71万美元。股价延续前一交易日反弹势头，市场持续消化公司Q3营收指引利好。
消息面上，公司此前公布的Q3营收指引为1350万美元，大幅超出分析师预期的1110万美元，超出幅度约22%。公司管理层指出，AI基础设施领域的"电力瓶颈"正加速推动对其GaN及SiC功率器件的需求，并预计2027年将迎来超大规模数据中心客户及XPU平台出货量的显著增长。此外，公司近期与美格纳半导体达成战略合作，获Genesic技术授权，布局1200V至3300V以上高压SiC器件市场。当前股价在经历7月28日因摩根士丹利下调目标价而大跌逾11%后连续反弹，反映市场对前瞻指引的重新定价。
（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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