周四盘中，英诺赛科（02577.HK）股价大涨10.45%，引发市场广泛关注。这波强劲涨势主要源于公司近期与全球AI技术领导者英伟达（NVIDIA）达成的重要合作。
据悉，英诺赛科已与英伟达携手，共同推动800VDC（800伏直流）电源架构在AI数据中心的规模化应用。这一新一代电源系统专为未来高效供电的兆瓦级计算基础设施而设计，相较传统54V电源，在系统效率、热损耗和可靠性方面具有显著优势，有望支持AI算力提升100-1000倍。作为全球最大的氮化镓（GaN）IDM公司，英诺赛科在这一合作中扮演着关键角色。
市场分析人士对此反应积极。富瑞证券在其研报中指出，英诺赛科加入英伟达800V直流电源供应商名单，对氮化镓技术和英诺赛科而言意义重大。分析师认为，英诺赛科作为中国公司具有显著优势，因为中国不仅是最大的潜在氮化镓市场，而且在智能手机和电动车等关键领域占据主导地位。此外，英诺赛科计划到2028年将产能提高六倍，这有望迅速降低成本并推动行业采用。投资者对这一合作前景表现出浓厚兴趣，推动英诺赛科股价强劲上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.