大和发表研究报告,首次给予英诺赛科(02577.HK) “买入”评级,目标价55元,对应2030年预测市盈率约21倍。该行认为,随着人工智能数据中心机架功率密度由目前约150kW水平,于明年起逐步迈向1MW水平,现有400V交流电配电架构将达物理极限,预测行业将于明年下半年起转至800V直流电架构,届时氮化镓功率器件需求将提升。大和预测2027至2030年期间800V AI数据中心将带来5.4亿至...
Source Link大和发表研究报告,首次给予英诺赛科(02577.HK) “买入”评级,目标价55元,对应2030年预测市盈率约21倍。该行认为,随着人工智能数据中心机架功率密度由目前约150kW水平,于明年起逐步迈向1MW水平,现有400V交流电配电架构将达物理极限,预测行业将于明年下半年起转至800V直流电架构,届时氮化镓功率器件需求将提升。大和预测2027至2030年期间800V AI数据中心将带来5.4亿至...
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