---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42541950.md"
description: "$Navitas Semiconductor(NVTS.US) 跌了四個多點比較扎眼，功率半導體這批整體沒跟上芯片大漲——$英諾賽科(02577.HK)微漲，$Wolfspeed(WOLF.US)、$威世科技(VSH.US)、$SIVERS SEMICONDUCTORS AB(SIVEF.US) 都基本沒怎麼動。同樣是半導體，存儲和算力當天在飛，氮化鎵、碳化硅這些功率器件卻掉隊。是電車、工控的需求恢復太慢，還是資金這波只認 AI 算力這條線？看下來更像後者，功率器件的產能和下游都在，缺的是被重新講故事的催化。"
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-HK/profiles/26788081.md)"
---

# $Navitas Semiconductor(NVTS.US) 跌了四個多點比較扎眼，功率半導體這批…


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