异动解读｜天岳先进盘中上涨3.18%，机构大宗交易净买入叠加AI电源需求持续催化

行情直击06-24

6月24日，天岳先进盘中上涨3.18%，报107.0港元，成交额1.69亿港元。

消息面上，公司前一交易日发生11笔大宗交易，机构净买入1.18亿元人民币，显示资金持续流入。此外，AI电源需求持续催化碳化硅板块，英伟达推动数据中心电源架构向800V高压直流升级，显著拉动碳化硅衬底需求扩容。天岳先进作为全球8英寸碳化硅衬底市占率51.3%的龙头企业，8英寸产能满负荷运转，12英寸产品已间接进入英伟达供应链，此前摩根士丹利将其目标价上调至106.6港元，维持"跑赢大市"评级。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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