异动解读｜国民技术盘中上涨5.45%，光大证券首次覆盖给予买入评级

行情直击06-25

6月25日，国民技术盘中上涨5.45%，报12.11港元/股，成交额7010.9万港元。

消息面上，光大证券于6月24日首次覆盖国民技术并给予"买入"评级，认为公司在MCU市场位居中国厂商前列，芯片产品阵列覆盖从低功耗物联网终端到高算力工业控制的多业务场景，AI驱动的第二增长曲线构成未来业绩高速增长的关键催化剂，具备标的稀缺性和溢价空间。此外，公司此前披露持续跟踪CPO共封装光学前沿技术，其N32H493系列MCU正推进800G/1.6T高速光模块客户导入验证，叠加MCU行业普遍涨价背景，基本面多重利好支撑股价走强。

（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。）

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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