智通财经APP获悉，纳芯微(02676)涨超7%，截至发稿，涨7.18%，报182.2港元，成交额4236.34万港元。
消息面上，今年上半年，纳芯微实现收入同比增长66.73%至25.40亿元，实现归母净利润6759万元，同比扭亏为盈。分产品线看，上半年公司信号链产品收入10.11亿元，同比增长72.64%；电源管理产品收入8.79亿元，同比增长69.28%；传感器产品收入6.43亿元，同比增长55.63%。
方正证券指出，目前模拟IC行业订单能见度高，产能供给紧张，AI挤占大量产能，若AI投资继续维持高水平，则模拟IC本轮景气周期预计持续数年。该行称，公司积极布局一二三次电源，AI电源产品线成为重要增长来源，26年公司成立高性能计算电源产品线。
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