智通财经APP获悉，英诺赛科(02577)涨超5%，截至发稿，涨3.55%，报75.9港元，成交额1.06亿港元。
美银证券发布研报称，英诺赛科是氮化镓(GaN)功率半导体龙头企业，以收入计去年全球市占达30%属最大。该行看好英诺赛科长期增长前景，原因包括全球GaN功率半导体市场以63%的年均复合增长率快速增长(2024至2028年)；规模经济和技术创新令盈利能力持续改善；及与NVIDIA合作开发800V HVDC架构，自2027年起带来收入上升潜力。美银证券首予“买入”，目标价108港元，预测英诺赛科2024至2027年收入年复合增长率为72%，2027年的净利润率料为12.1%，而2024年则为负126.2%。
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