异动解读｜天岳先进盘中上涨5.23%，华源证券首予买入评级叠加碳化硅AI需求回暖预期提振

行情直击06-03

6月3日，天岳先进盘中上涨5.23%，报103.2港元，成交额6726.98万港元。

消息面上，华源证券近日首次覆盖天岳先进并给予"买入"评级，指出公司毛利率环比提升、盈利能力改善，8英寸SiC衬底有望快速放量，公司作为全球8英寸碳化硅衬底市占率51.3%的龙头有望受益行业回暖。此前公司股价因半导体板块走低及股东减持连续回调，自5月27日高点累计跌幅显著，当前反弹或反映市场对券商首次覆盖及碳化硅AI电源需求长期逻辑的重新定价。

（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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