---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42541950.md"
description: "$Navitas Semiconductor(NVTS.US) 跌了四个多点比较扎眼，功率半导体这批整体没跟上芯片大涨——$英诺赛科(02577.HK)微涨，$Wolfspeed(WOLF.US)、$威世科技(VSH.US)、$SIVERS SEMICONDUCTORS AB(SIVEF.US) 都基本没怎么动。同样是半导体，存储和算力当天在飞，氮化镓、碳化硅这些功率器件却掉队。是电车、工控的需求恢复太慢，还是资金这波只认 AI 算力这条线？看下来更像后者，功率器件的产能和下游都在，缺的是被重新讲故事的催化。"
datetime: "2026-07-09T10:32:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42541950.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42541950.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42541950.md)
author: "[coco](https://longbridge.com/zh-CN/profiles/26788081.md)"
---

# $Navitas Semiconductor(NVTS.US) 跌了四个多点比较扎眼，功率半导体这批…


### 相关股票

- [NVTS.US](https://longbridge.com/zh-CN/quote/NVTS.US.md)
- [WOLF.US](https://longbridge.com/zh-CN/quote/WOLF.US.md)
- [VSH.US](https://longbridge.com/zh-CN/quote/VSH.US.md)
- [02577.HK](https://longbridge.com/zh-CN/quote/02577.HK.md)
- [SIVEF.US](https://longbridge.com/zh-CN/quote/SIVEF.US.md)