纳微半导体（NVTS）今日盘中大跌14.67%，引发市场广泛关注。该股此前因宣布与英伟达（NVIDIA）达成战略合作而出现大幅上涨。
据悉，纳微半导体于周四宣布与人工智能巨头英伟达达成战略合作，共同开发下一代800V高压直流（HVDC）架构，用于支持英伟达的"Kyber"机架系统和Rubin Ultra等GPU。这一消息推动纳微半导体股价在周四常规交易时段飙升超过160%，创下年内新高。
然而，在经历如此强劲的涨势后，纳微半导体股价开始出现明显回调。分析人士普遍认为，这种剧烈的股价下跌主要是由于投资者选择获利回吐所致。此外，市场对该公司能否在短期内将与英伟达的合作转化为实质性收益持谨慎态度，也可能导致部分投资者选择减持。尽管如此，业内专家指出，纳微半导体与英伟达的战略合作仍然是一个重大利好，投资者应当密切关注公司后续在高压直流架构领域的进展，以及这一合作对公司未来业绩的实际影响。
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