异动解读｜纳芯微盘中上涨5.45%，GaN国产替代及AI服务器隔离电源催化延续

行情直击06-25

6月25日，纳芯微港股盘中上涨5.45%，报223.8港元，成交额4382.98万港元。

消息面上，近期英飞凌GaN功率器件禁售叠加韩国豪掷7500亿韩元押注SiC/GaN功率半导体赛道，全球供应链安全红线倒逼下游加速国产替代，相关预期持续升温。纳芯微作为国内隔离栅极驱动芯片龙头，深度绑定英诺赛科等GaN头部厂商，卡位AI服务器800V高压电源及新能源车三电系统。此外，公司近日推出分立与集成隔离电源方案适配AI服务器高功耗场景，并公告采纳H股股份计划及A股限制性股票激励计划，覆盖528名核心人员。同行业中，兆易创新涨10.39%、澜起科技涨7.44%，板块整体偏强。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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