异动解读｜Wolfspeed盘中上涨8.21%，碳化硅行业需求放量叠加龙头扩产验证赛道景气

行情直击08-03

8月3日，Wolfspeed盘中上涨8.21%，报25.56美元/股，成交额2938.09万美元。

消息面上，近期碳化硅行业多重利好共振。意法半导体发布至2034年产业规划，核心加码碳化硅产能建设，卡塔尼亚工厂计划最终实现每周1.5万片8英寸晶圆满产，整体投资约50亿欧元，验证了全球碳化硅赛道长期高景气。此外，Wolfspeed此前与GE Aerospace签署碳化硅技术合作备忘录，覆盖工业、航空航天及国防市场高压碳化硅模块开发；公司亦于7月底任命半导体资深高管Andy W. Mattes加入董事会，强化战略治理能力。行业层面，多家碳化硅厂商披露上半年订单同比增长数倍，需求端持续放量为Wolfspeed提供基本面支撑。

（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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