异动解读｜英诺赛科盘中上涨5.19%，半导体板块普涨叠加多家大行看好GaN前景

行情直击09-16

9月16日，英诺赛科盘中上涨5.19%，报42.58港元，成交额7182.91万港元。当日半导体板块普涨，华虹宏力涨7.28%、天数智芯涨6.05%、中芯国际涨4.44%，板块整体情绪回暖带动公司股价走强。

消息面上，高盛此前维持英诺赛科"买入"评级，给予目标价114港元，基于2030年预测折现EV/EBITDA估值，看好公司覆盖15V至1200V的全面GaN产品组合。管理层披露公司已加快GaN产能扩张，目标将产能提升至每月7万片晶圆，瞄准汽车及数据中心需求。此外，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，基本面改善趋势明确。

（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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