Wolfspeed Inc.（股票代码：WOLF）今日夜盘股价大幅上涨18.11%，引起了市场的广泛关注。
消息面上，此次上涨主要受到公司基本面向好以及行业前景乐观的双重推动。根据公司最新财报，其AI数据中心应用业务环比增长约30%，成为重要的结构性亮点。同时，碳化硅行业需求改善的趋势获得多方确认，AI电源需求增长显著，为公司核心业务带来了强劲的增长动力。
此外，公司的财务状况也出现显著改善。Wolfspeed功率器件业务中已有90%的营收来自莫霍克谷8英寸器件厂，显示出生产集中化和效率提升。更重要的是，公司通过战略再融资将优先担保债务缩减了约43%，资产负债状况得到显著优化。尽管财报指引仍显疲软，但市场的交易逻辑已从关注短期业绩转向聚焦AI驱动的长期增量预期，这共同推动了股价在夜盘的强势表现。
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