异动解读 | 英诺赛科盘中大涨5.05%，半导体板块强势反弹及英伟达800V供应商稀缺地位推动股价修复_老虎社区_美港股上老虎

异动解读 | 英诺赛科盘中大涨5.05%，半导体板块强势反弹及英伟达800V供应商稀缺地位推动股价修复

异动解读05-20

英诺赛科今日盘中大涨5.05%，引起了市场的广泛关注。

消息面上，半导体板块整体表现强势，板块联动效应带动了英诺赛科的超跌反弹。功率半导体涨价潮延续、英伟达800V高压直流架构确立带来的GaN需求增量等核心逻辑未发生变化。

公司作为英伟达800V系统供应商名单中唯一中国本土企业的稀缺地位，为股价修复提供了有力支撑。

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