里昂发表报告指，英伟达推广新的800VDC AI服务器架构，可提高电源效率，并应于2027年上市。该设计证明了AI服务器对氮化镓的需求，该行估计该市场将有100亿美元的TAM。英诺赛科与英伟达合作，是唯一有能力提供完整氮化镓解决方案的供应商。英诺赛科拥有30%的市场占有率，应有210亿元的潜在收入份额。该行上调对其目标价至113.6港元，重申“跑赢大市”评级。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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