异动解读 | 国民技术盘中大涨9.87%，MCU切入机器人及AI电源供应链提振市场信心

异动解读05-18 10:07

国民技术今日盘中大涨9.87%，引发了市场关注。

消息面上，公司近期多重利好叠加，其N32H系列MCU凭借成熟方案与稳定性能，已进入荣耀“元气仔”、越疆Rover X1等多家头部人形机器人及工业机器人企业供应链，相关项目正稳步导入验证。同时，公司推出的主控芯片N32H493已切入顶级AI电源和光模块供应链，叠加全球AI电源出货激增导致MCU芯片供不应求，市场对其业务前景信心持续增强。

此外，行业层面亦呈现积极态势，芯片股整体走强，AI产业链景气度持续提升，存储行业供需缺口预计将延续，国内存储扩产趋势明确，共同推动了板块及个股表现。

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