<p>Navitas Semiconductor 纳斯达克股票代码：NVTS 由于与英伟达 纳斯达克股票代码：NVDA 新建立的关系，成为市场上最热门的股票之一。</p>
<p>Navitas 的 “英伟达效应” 令人震惊，过去六个月股价上涨近 750%。在五月，英伟达将 Navitas 列入其将用于重塑数据中心电力利用的供应商名单，<strong>导致股价在一天内飙升 164%</strong>。</p>
<p>获取 <strong>Navitas Semiconductor</strong> 的提醒：</p>
<p>在十月中旬，Navitas 股价再次受到英伟达的推动。在 10 月 13 日开始的交易周，NVTS 股票再次飙升 78%，因为公司发布了关于其与英伟达协议的更多细节。但这波上涨是否可持续——还是投机超前于基本面？</p>
<h2>Navitas 因产品更新和制造准备而飙升</h2>
<p>在 10 月 13 日，Navitas 发布了其为英伟达的 800 伏特直流 (VDC) 人工智能工厂架构 “专门设计” 的新产品。这种新架构改变了电力如何进入和流经数据中心。通过减少多个电力转换，它降低了能量损失，并允许更密集地部署计算能力。</p>
<p>随着能源和计算能力需求的不断增加，这一点至关重要。为了支持这种新架构，Navitas 讨论了其新的 100 伏特氮化镓 (GaN) 场效应晶体管 (FET) 产品组合。</p>
<p>该公司表示，它们提供 “卓越的效率、电力密度和热性能”，这些都是英伟达新架构的关键。它还宣布与 Power Chip 建立了关键合作伙伴关系，使该产品的可扩展和大规模生产成为可能。</p>
<p>总体而言，Navitas 已经开发并安排好这种新产品的生产，这一事实极大地激励了市场。这表明公司通过与英伟达的合作朝着产生实际收入的方向取得了进展。</p>
<h2>为什么 Navitas 可能会继续上涨</h2>
<h3>Navitas Semiconductor Corporation (NVTS) 2025 年 10 月 21 日的价格走势图</h3>
<p>分析 Navitas 过去的价格走势有助于支持股价可能进一步上涨的观点。</p>
<p>该股票在 5 月 22 日的初始 164% 的涨幅使其价格达到 5.05 美元。在第二天跌至 4.41 美元后，可能由于获利了结，股价自此再也没有低于 5.05 美元。事实上，股价继续大幅上涨。在 Navitas 最新的英伟达公告前的 10 月 10 日，股价又上涨了 63%，达到 8.23 美元。即使在 5 月 27 日股价上涨 47% 后，直到 10 月 10 日仍然再上涨了 27%。</p>
<p>显然，市场不愿意将 Navitas 股价压低到首次英伟达公告后所达到的水平。尽管近三个月没有任何重大催化剂，股价仍然上涨。这表明大多数投资者不想对 Navitas 与英伟达的合作潜力下注。这一事实提供了一定的信心，表明该股票在最新的英伟达催化剂后可能继续上涨。</p>
<h2>分析师警告：NVTS 估值可能被高估</h2>
<p>其他几个指标表明，Navitas 股价不应该因这一公告而上涨如此之多。</p>
<p>首先，MarketBeat 跟踪的 Navitas 共识价格目标为 5.65 美元，意味着股价有约 61% 的巨大下行潜力。即使是最乐观的 8 美元目标也暗示着 45% 的下行。这是因为华尔街分析师在公司最新公告后尚未对 Navitas 的股价目标进行更新。</p>
<p>分析师可能只是还没有来得及提高他们的价格目标。Navitas 仍然是一个相对较小的 31 亿美元的芯片股票，可能不是分析师的高优先级名称。然而，缺乏更新也可能意味着这些分析师认为 Navitas 的公告是渐进的，而不是变革性的。</p>
<p>市场已经知道 Navitas 和英伟达之间的关系，而 10 月 13 日公告中的新细节相对有限。Navitas 取得进展并获得制造合作伙伴是一个令人鼓舞的迹象。</p>
<p>尽管如此，该公司并没有宣布任何突破性的消息，例如生产提升或实际销售指导。因此，可以说这一公告并不值得股价上涨 78%。这表明 Navitas 的股价在短期内可能会下跌，而不是上涨。</p>
<h2>高风险，高回报的前景</h2>
<p>总体而言，上述多个因素表明股价被高估。然而，与英伟达的关系是公司在当前市场中可以拥有的最有价值的东西之一。但到目前为止，股价的上涨更多是由潜力驱动，而不是业绩。</p>
<p>Navitas 定于 11 月 3 日报告财报，这可能是下一个重大催化剂。投资者将密切关注与英伟达合作相关的财务指导——包括收入预测、生产时间表或设计胜利确认。如果这些数字令人印象深刻，股价可能再次飙升；如果未能达到高预期，则可能崩溃。</p>
<p>无论如何，财报将作为一个关键的试金石，检验围绕英伟达交易的炒作是否得到了实际业务势头的支持。最终，Navitas 仍然是一个高风险、高回报的机会。</p>
<h2>你现在应该投资 1,000 美元在 Navitas Semiconductor 吗？</h2>
<p>在考虑 Navitas Semiconductor 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经确定了五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场关注之前立即购买……而 Navitas Semiconductor 并不在名单上。</p>
<p>虽然 Navitas Semiconductor 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票的详细信息</p>

NVTS

英伟达

<p>Navitas Semiconductor (NVTS) 的股票在与 NVIDIA (NVDA) 合作的新细节公布后飙升了 78%，在六个月内累计增长了惊人的 750%。然而，分析师警告称，该股票可能被高估，市场共识目标价为 5.65 美元，暗示潜在下跌幅度为 61%。尽管对 NVIDIA 人工智能架构的新产品开发感到兴奋，但缺乏突破性公告引发了对这一涨势可持续性的担忧。投资者正在等待 11 月 3 日的财报，以进一步了解该合作对财务的影响</p>

<p>Navitas Semiconductor NASDAQ: NVTS has been one of the hottest stocks in the market thanks to its newly established relationship with NVIDIA NASDAQ: NVDA.</p>
<div class="lb-trans"><p>Navitas Semiconductor 纳斯达克股票代码：NVTS 由于与英伟达 纳斯达克股票代码：NVDA 新建立的关系，成为市场上最热门的股票之一。</p>
</div><p>Navitas’s “NVIDIA bump” has been absolutely staggering, with shares up almost 750% in the past six months. Back in May, NVIDIA included Navitas on a list of suppliers that it would use to reshape power utilization in data centers, <strong>causing shares to spike 164% in one day</strong>.</p>
<div class="lb-trans"><p>Navitas 的 “英伟达效应” 令人震惊，过去六个月股价上涨近 750%。在五月，英伟达将 Navitas 列入其将用于重塑数据中心电力利用的供应商名单，<strong>导致股价在一天内飙升 164%</strong>。</p>
</div><p>Get <strong>Navitas Semiconductor</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Navitas Semiconductor</strong> 的提醒：</p>
</div><p>In mid-October, Navitas shares got their latest NVIDIA-induced shot in the arm. In the trading week beginning on Oct. 13, NVTS stock catapulted another 78%, as the company released further details around its NVIDIA pact. But is this rally sustainable—or has speculation gotten ahead of fundamentals?</p>
<div class="lb-trans"><p>在十月中旬，Navitas 股价再次受到英伟达的推动。在 10 月 13 日开始的交易周，NVTS 股票再次飙升 78%，因为公司发布了关于其与英伟达协议的更多细节。但这波上涨是否可持续——还是投机超前于基本面？</p>
</div><h2>Navitas Spikes on Product Update and Manufacturing Readiness</h2>
<div class="lb-trans"><h2>Navitas 因产品更新和制造准备而飙升</h2>
</div><p>On Oct. 13, Navitas unveiled its new products that are “purpose-built” for NVIDIA’s 800 Volts of Direct Current (VDC) AI factory architecture. This new architecture is a transformation of how electricity enters and flows through data centers. By cutting out several power conversions, it reduces energy loss and allows for denser deployment of computing power.</p>
<div class="lb-trans"><p>在 10 月 13 日，Navitas 发布了其为英伟达的 800 伏特直流 (VDC) 人工智能工厂架构 “专门设计” 的新产品。这种新架构改变了电力如何进入和流经数据中心。通过减少多个电力转换，它降低了能量损失，并允许更密集地部署计算能力。</p>
</div><p>This is key as energy and computing power needs increase over time. To help enable this new architecture, Navitas discussed its new 100-volt Gallium-Nitride (GaN) field-effect transistor (FET) portfolio.</p>
<div class="lb-trans"><p>随着能源和计算能力需求的不断增加，这一点至关重要。为了支持这种新架构，Navitas 讨论了其新的 100 伏特氮化镓 (GaN) 场效应晶体管 (FET) 产品组合。</p>
</div><p>The company says they deliver &#34;superior efficiency, power density, and thermal performance,&#34; all key to NVIDIA’s new architecture. It also announced a key partnership with Power Chip, which enables scalable and high-volume manufacturing of the product.</p>
<div class="lb-trans"><p>该公司表示，它们提供 “卓越的效率、电力密度和热性能”，这些都是英伟达新架构的关键。它还宣布与 Power Chip 建立了关键合作伙伴关系，使该产品的可扩展和大规模生产成为可能。</p>
</div><p>Overall, the fact that Navitas has already developed and lined up manufacturing for this new product excited markets significantly. It indicates progress toward the company generating real revenues through its NVIDIA partnership.</p>
<div class="lb-trans"><p>总体而言，Navitas 已经开发并安排好这种新产品的生产，这一事实极大地激励了市场。这表明公司通过与英伟达的合作朝着产生实际收入的方向取得了进展。</p>
</div><h2>Why Navitas Could Keep Gaining</h2>
<div class="lb-trans"><h2>为什么 Navitas 可能会继续上涨</h2>
</div><h3>Navitas Semiconductor Corporation (NVTS) Price Chart for Tuesday, October, 21, 2025</h3>
<div class="lb-trans"><h3>Navitas Semiconductor Corporation (NVTS) 2025 年 10 月 21 日的价格走势图</h3>
</div><p>Examining Navitas’s past price action helps support the idea that shares can move even higher.</p>
<div class="lb-trans"><p>分析 Navitas 过去的价格走势有助于支持股价可能进一步上涨的观点。</p>
</div><p>The stock’s initial 164% move on May 22 sent it to a price of $5.05. After dropping to $4.41 the next day, likely due to profit taking, shares have never closed below $5.05 since. In fact, they continued rising big-time. Shares moved up another 63% to $8.23 on Oct. 10, the trading session before Navitas’s latest NVIDIA announcement. Even after shares gained 47% on May 27, they still rose another 27% through Oct. 10.</p>
<div class="lb-trans"><p>该股票在 5 月 22 日的初始 164% 的涨幅使其价格达到 5.05 美元。在第二天跌至 4.41 美元后，可能由于获利了结，股价自此再也没有低于 5.05 美元。事实上，股价继续大幅上涨。在 Navitas 最新的英伟达公告前的 10 月 10 日，股价又上涨了 63%，达到 8.23 美元。即使在 5 月 27 日股价上涨 47% 后，直到 10 月 10 日仍然再上涨了 27%。</p>
</div><p>Clearly, the market was unwilling to bid Navitas shares below the level they achieved after the first NVIDIA announcement. Shares rose higher, despite a lack of any significant catalyst for nearly three months. This shows that most investors don’t want to bet against the potential of Navitas’s NVIDIA partnership. That fact provides a level of confidence that the stock could continue rising after its latest NVIDIA catalyst.</p>
<div class="lb-trans"><p>显然，市场不愿意将 Navitas 股价压低到首次英伟达公告后所达到的水平。尽管近三个月没有任何重大催化剂，股价仍然上涨。这表明大多数投资者不想对 Navitas 与英伟达的合作潜力下注。这一事实提供了一定的信心，表明该股票在最新的英伟达催化剂后可能继续上涨。</p>
</div><h2>Analysts Caution: NVTS Valuation May Be Getting Stretched</h2>
<div class="lb-trans"><h2>分析师警告：NVTS 估值可能被高估</h2>
</div><p>Several other indicators suggest that Navitas shares should not have gained so much from this announcement.</p>
<div class="lb-trans"><p>其他几个指标表明，Navitas 股价不应该因这一公告而上涨如此之多。</p>
</div><p>First, the MarketBeat-tracked consensus price target on Navitas is $5.65, implying massive downside potential in shares of around 61%. Even the most bullish $8 target implies 45% downside. This comes as Wall Street analysts have yet to issue price target updates on Navitas’ shares after the firm’s latest announcement.</p>
<div class="lb-trans"><p>首先，MarketBeat 跟踪的 Navitas 共识价格目标为 5.65 美元，意味着股价有约 61% 的巨大下行潜力。即使是最乐观的 8 美元目标也暗示着 45% 的下行。这是因为华尔街分析师在公司最新公告后尚未对 Navitas 的股价目标进行更新。</p>
</div><p>It's possible that analysts simply haven’t gotten around to lifting their price targets. Navitas is still a relatively small $3.1 billion chip stock and may not be a high-priority name for analysts. However, the lack of updates could also mean that these analysts view Navitas’s announcement as incremental, not transformational.</p>
<div class="lb-trans"><p>分析师可能只是还没有来得及提高他们的价格目标。Navitas 仍然是一个相对较小的 31 亿美元的芯片股票，可能不是分析师的高优先级名称。然而，缺乏更新也可能意味着这些分析师认为 Navitas 的公告是渐进的，而不是变革性的。</p>
</div><p>Markets already knew that Navitas and NVIDIA had a relationship, and the new details in the Oct. 13 announcement are relatively limited. It is an encouraging sign that Navitas is making progress and has secured a manufacturing partner.</p>
<div class="lb-trans"><p>市场已经知道 Navitas 和英伟达之间的关系，而 10 月 13 日公告中的新细节相对有限。Navitas 取得进展并获得制造合作伙伴是一个令人鼓舞的迹象。</p>
</div><p>Still, the company didn’t announce anything groundbreaking, such as a production ramp or actual sales guidance. Due to this, it's highly arguable that the announcement did not warrant a 78% gain in shares. This suggests that Navitas’s stock price trajectory in the near term could be down rather than up this time around.</p>
<div class="lb-trans"><p>尽管如此，该公司并没有宣布任何突破性的消息，例如生产提升或实际销售指导。因此，可以说这一公告并不值得股价上涨 78%。这表明 Navitas 的股价在短期内可能会下跌，而不是上涨。</p>
</div><h2>High Risk, High Reward Ahead</h2>
<div class="lb-trans"><h2>高风险，高回报的前景</h2>
</div><p>Overall, multiple factors above point to the idea that shares are overbought. Still, a relationship with NVIDIA is one of the most valuable things a company can have in the current market. But so far, the stock’s rise has been driven more by potential than performance.</p>
<div class="lb-trans"><p>总体而言，上述多个因素表明股价被高估。然而，与英伟达的关系是公司在当前市场中可以拥有的最有价值的东西之一。但到目前为止，股价的上涨更多是由潜力驱动，而不是业绩。</p>
</div><p>Navitas is set to report earnings on Nov. 3, and this could be the next major catalyst. Investors will be watching closely for financial guidance tied to the NVIDIA partnership—including revenue projections, production timelines, or design win confirmations. This could send shares flying higher again if the numbers impress, or crater if they don’t live up to high expectations.</p>
<div class="lb-trans"><p>Navitas 定于 11 月 3 日报告财报，这可能是下一个重大催化剂。投资者将密切关注与英伟达合作相关的财务指导——包括收入预测、生产时间表或设计胜利确认。如果这些数字令人印象深刻，股价可能再次飙升；如果未能达到高预期，则可能崩溃。</p>
</div><p>Either way, the earnings report will serve as a key litmus test of whether the hype surrounding the NVIDIA deal is backed by real business momentum. Ultimately, Navitas remains a high-risk, high-reward opportunity.</p>
<div class="lb-trans"><p>无论如何，财报将作为一个关键的试金石，检验围绕英伟达交易的炒作是否得到了实际业务势头的支持。最终，Navitas 仍然是一个高风险、高回报的机会。</p>
</div><h2>Should You Invest $1,000 in Navitas Semiconductor Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Navitas Semiconductor 吗？</h2>
</div><p>Before you consider Navitas Semiconductor, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Navitas Semiconductor 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Navitas Semiconductor wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经确定了五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场关注之前立即购买……而 Navitas Semiconductor 并不在名单上。</p>
</div><p>While Navitas Semiconductor currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Navitas Semiconductor 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票的详细信息</p>
</div>

Navitas Soars 78% on NVIDIA Update: Is This Rally Sustainable?

- Navitas Semiconductor 股价因与 NVIDIA 的合作上涨近 750%。  
- 新产品旨在支持 NVIDIA 的 800 伏直流 AI 工厂架构。  
- 分析师警告，Navitas 股价可能被高估，目标价为 5.65 美元。

Navitas 因 NVIDIA 更新而股价飙升 78%：这次上涨是否可持续？