果然要回调了新闻才_老虎社区_美港股上老虎 - 老虎社区

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爱存钱的小海豹
05-20

果然要回调了新闻才出来服了

港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求行业集中度持续提升

智通财经APP获悉，天岳先进涨超6%，截至发稿，涨6.15%，报110.5港元，成交额12.1亿港元。此外，Citrini的报告明确将碳化硅列为AI领域最被低估的核心主线。预计2024-2030年SiC市场规模由35亿美元增至124亿美元，AI基础设施将贡献近半数需求。碳化硅材料亦是AI产业增长与创新的必然选择，在数据中心、电力基础设施与终端应用上均具有巨大潜力。开源证券指出，2025年天岳先进、Wolfspeed在碳化硅衬底市场的份额分别为27.6%、24.9%，行业集中度持续提升。

港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求行业集中度持续提升

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