智通财经APP获悉，德意志银行以估值为由将纳微半导体(NVTS.US)的评级从“买入”下调至“持有”。在宣布与英伟达(NVDA.US)合作开发用于人工智能工厂的下一代800V HVDC架构后，纳微半导体股价在过去一个月里上涨了约250%。德意志银行分析师Ross Seymore表示，虽然此次合作并非排他性的，而且可能会提高纳微半导体的数据中心营收，但短期内不太可能实现。
展望2026年和2027年，Seymore预计纳微半导体的数据中心营收将从2025年的约1000万美元跃升至3000万美元和4500万美元。Seymore补充道：“从长远来看(约2027年以后)，我们相信总潜在市场(TAM)可能会非常庞大/有吸引力(潜在价值高达数亿美元)，与英伟达的合作增加了纳微半导体获得可观份额的可能性。”
截至周二美股收盘，纳微半导体跌4.59%，报6.86美元。该股今年以来累计上涨92%。
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