AI服务器算力呈指数级增长，碳化硅（SiC）作为解决高功耗问题的核心材料，正迎来爆发期！高盛最新研报给予天岳先进（688234.SS）“买入”评级，将12个月目标价上调至115元（当前股价88.88元，潜在涨幅29.4%），认为AI数据中心800V供电升级+产能技术迭代，将驱动公司业绩持续高增。��公司定位：碳化硅核心供应商，多赛道布局受益天岳先进是国内碳化硅（SiC）衬底领域领军企业，产品覆盖...
Source LinkAI服务器算力呈指数级增长，碳化硅（SiC）作为解决高功耗问题的核心材料，正迎来爆发期！高盛最新研报给予天岳先进（688234.SS）“买入”评级，将12个月目标价上调至115元（当前股价88.88元，潜在涨幅29.4%），认为AI数据中心800V供电升级+产能技术迭代，将驱动公司业绩持续高增。��公司定位：碳化硅核心供应商，多赛道布局受益天岳先进是国内碳化硅（SiC）衬底领域领军企业，产品覆盖...
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