$晶科电子股份(02_老虎社区_美港股上老虎

$晶科电子股份(02551)$ 晶科电子增资芯聚能怎么看都是好事，赛道前景不需要太多争论，碳化硅在800V高压平台上的渗透率正在从个位数往两位数跳升，光伏逆变器和AI服务器电源这两个新增量也在拉货，国产替代窗口期就是这三五年，现在不搞就迟了

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