异动解读｜天岳先进盘中上涨5.35%，AI电源需求持续催化叠加大摩上调目标价提振估值修复

行情直击06-16

6月16日，天岳先进盘中上涨5.35%，报98.4港元，成交额2.22亿港元。消息面上，英伟达推动数据中心电源架构向800V高压直流升级，显著拉动碳化硅渗透率；华西证券指出，预计到2030年仅AI电源领域SiC衬底需求有望接近700亿元，实现近8倍增长。此前摩根士丹利将天岳先进H股预测市销率由12倍调升至14倍，目标价由86.6港元上调至106.6港元，维持"跑赢大市"评级，明确800V直流电源机柜量产进程并未中断。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，12英寸产品已间接进入英伟达供应链，有望直接受益于AI电源放量。

（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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