异动解读｜Wolfspeed盘中下跌8.92%，800V直流大规模采用延后压制近期预期

行情直击08-18

8月18日，Wolfspeed盘中下跌8.92%，报32.74美元/股，成交额2005.61万美元。消息面上，独立研究机构semianalysis发布报告指出，英伟达原生单端800V直流方案的大规模采用将推迟至2028年以后，高压直流路线图生变。

此前Wolfspeed刚于8月初宣布与光宝科技达成战略合作，以碳化硅技术支持800V直流电源方案面向超大规模AI数据中心部署。该路线图延后直接削弱市场对其短期合作落地及收入兑现的乐观预期。叠加公司将于8月19日盘后发布财报，市场一致预期本季度调整后每股收益为-2.45美元，亏损幅度仍在扩大，多重压力下股价承压回落。

（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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