异动解读｜天岳先进盘中上涨5.25%，AI电源需求持续催化叠加半导体板块集体走强

行情直击06-17

6月17日，天岳先进盘中上涨5.25%，报98.4港元，成交额3.97亿港元。

消息面上，AI电源需求持续催化碳化硅板块走强。英伟达推动数据中心电源架构向800V高压直流升级，显著拉动碳化硅价值量与渗透率；摩根士丹利此前将天岳先进H股目标价由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。同行业中，瀚天天成涨7.68%、ASMPT涨5.66%，板块联动效应显著。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电源放量带来的衬底需求扩容。

（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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