异动解读｜纳微半导体盘中上涨21.81%，入选英伟达800V电源架构合作伙伴名单催化股价大幅走强

行情直击06-03

6月3日，纳微半导体盘中上涨21.81%，报31.47美元/股，成交额5.06亿美元。

消息面上，纳微半导体正式宣布与英伟达合作，加速800伏直流人工智能基础设施建设。英伟达公布下一代800V直流电源架构官方合作伙伴名单，纳微半导体作为氮化镓功率半导体龙头位列其中，获得进入未来AI数据中心电力基础设施的重要背书。800V架构被视为支撑下一代AI加速器功耗密度需求的关键升级方案，GB200/GB300机架级功耗已达120kW以上，电源转换链面临全面升级需求。此外，该股此前因董事大额减持及一季度业绩疲软等利空连续下挫，超跌反弹需求与合作利好形成共振，共同推动股价大幅走强。

（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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