宽禁带半导体碳化硅(SiC)与氮化镓(GaN)作为能源转型及人工智能数据中心的关键硬件瓶颈,其需求持续放大的产业逻辑获得市场认可。此外,前一交易日公司股价已大幅反弹,在前期因财报预期下滑引发的恐慌性抛售后,资金持续回补推动股价延续涨势。
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 36.51 0 | -16.74% Holding |
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- JoyceTobias·05-02SiC确实是硬需求,数据中心和新能源都得靠它。1Report
