异动解读｜英诺赛科盘中上涨5.17%，半导体板块持续走强叠加多家大行看好GaN前景

行情直击09-18

9月18日，英诺赛科盘中上涨5.17%，报43.6港元，成交额2419.57万港元。

消息面上，近期半导体板块普涨，多家国际大行集中看好GaN赛道。高盛维持公司"买入"评级，目标价114港元；里昂给予"跑赢大市"评级，目标价112港元；大和首予"买入"评级，看好800V AI数据中心对氮化镓功率器件的拉动需求。公司上半年收入8.34亿元，同比增长50.6%，毛利润同比增长156.5%，经营净现金流首次转正至1.69亿元。管理层披露已加快GaN产能扩张，目标提升至每月7万片晶圆，瞄准汽车及数据中心需求。

（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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