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纳微半导体(NVTS)
盘前
17.96
-0.51
-2.77%
04:09 EDT
18.47
+3.14
+20.48%
行情数据延迟15分钟
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Sumire_9572
·
04-21 22:10
$纳微半导体(NVTS)$
开始跳水,,,。
$纳微半导体(NVTS)$ 开始跳水,,,。
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Sumire_9572
·
04-21 22:05
$纳微半导体(NVTS)$
沽空时刻!!!15-
$纳微半导体(NVTS)$ 沽空时刻!!!15-
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Sumire_9572
·
04-21 21:57
$纳微半导体(NVTS)$
开始跳水,,,15-
$纳微半导体(NVTS)$ 开始跳水,,,15-
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Sumire_9572
·
04-21 21:45
$纳微半导体(NVTS)$
沽空时刻!!!17-
$纳微半导体(NVTS)$ 沽空时刻!!!17-
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Pan the man
·
14:04
别再追存储了!AI电力革命爆发:功率芯片成最强补涨主线,这几只美股正在“印钞” 当市场还在轮动存储、光模块的时候,一个更底层、却更关键的变量正在悄然爆发: 👉 AI的真正瓶颈,正在从“算力”转向“电力” 随着AI数据中心规模指数级扩张,一个现实问题浮出水面: * GPU可以堆 * 服务器可以加 * 但电力系统跟不上 而这正是功率半导体(Power Semiconductors)爆发的根本原因。 ⸻ 一、为什么功率芯片成为AI下一个风口? 核心逻辑只有一句话: 👉 AI不是算力问题,而是供电问题 ⸻ 三个关键变化正在发生 1、功耗爆炸 * 单个AI机柜功率: 从10kW → 100kW+ 👉 传统供电体系已经失效 ⸻ 2、架构升级:交流 → 直流(800V DC) * 更高效率 * 更低损耗 * 更适配AI负载 👉 预计2027–2028年开始规模部署 ⸻ 3、新材料替代 * 硅 → 碳化硅(SiC) * 硅 → 氮化镓(GaN) 👉 提升效率 + 降低能耗 ⸻ 二、核心投资逻辑 功率半导体的本质是: 👉 AI基础设施的“电力分配系统” 如果说: * NVIDIA卖的是“算力” * AWS卖的是“云” 那么功率芯片公司卖的是: 👉 让AI能跑起来的电 ⸻ 三、重点受益美股公司 ⸻ 1、AI功率芯片“最纯标的”
$纳微半导体(NVTS)$
核心定位 氮化镓(GaN)功率芯片龙头 ⸻ 优势分析 1、绑定AI生态(含NVIDIA合作) 推进800V直流供电 2、GaN技术领先 相比传统硅: * 更高效率 * 更低发热 3、股价弹性极强 过去一年涨幅超过700% ⸻ 投资逻辑 👉 AI电力革命最直接受益者 ⸻ 2、数据中心电力基础设施龙头
别再追存储了!AI电力革命爆发:功率芯片成最强补涨主线,这几只美股正在“印钞” 当市场还在轮动存储、光模块的时候,一个更底层、却更关键的变量正在悄然爆发:...
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望京小学生
·
04-21 23:50
$纳微半导体(NVTS)$
真牛逼
$纳微半导体(NVTS)$ 真牛逼
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1
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zeroxu666
·
04-21 22:27
$纳微半导体(NVTS)$
发生了什么?
$纳微半导体(NVTS)$ 发生了什么?
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1
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Sumire_9572
·
04-21 22:20
$纳微半导体(NVTS)$
14-
$纳微半导体(NVTS)$ 14-
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Sumire_9572
·
04-21 22:20
$纳微半导体(NVTS)$
要变绿了
$纳微半导体(NVTS)$ 要变绿了
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想你的你到哪
·
03-16
$纳微半导体(NVTS)$
11.55没看,清掉了
$纳微半导体(NVTS)$ 11.55没看,清掉了
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1
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公司概况
公司名称
纳微半导体
所属市场
NASDAQ
成立日期
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员工人数
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办公地址
- -
公司网址
http://ir.navitassemi.com
邮政编码
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联系电话
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公司概况
Navitas Semiconductor Corporation于2020年8月12日在特拉华州注册成立。该公司设计、开发和销售下一代功率半导体,包括氮化镓功率集成电路、高压碳化硅器件和相关的高速硅系统控制器,以及用于功率转换和充电的数字隔离器。该公司专注于大功率市场,包括人工智能数据中心、能源和电网基础设施、性能计算和工业电气化。
04-13
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-17
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-17
关联方拟减持公告
Form 144 | NAVITAS SEMICONDUCTOR高管 Todd Glickman拟减持8万股,总价约79万美元
Form 144 | NAVITAS SEMICONDUCTOR高管 Todd Glickman拟减持8万股,总价约79万美元
03-17
关联方拟减持公告
Form 144 | Navitas Semiconductor Corp总裁Chris Allexandre拟减持13323股,总价约139,758美元
Form 144 | Navitas Semiconductor Corp总裁Chris Allexandre拟减持13323股,总价约139,758美元
03-11
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-27
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
02-26
关联方拟减持公告
Form 144 | NAVITAS SEMICONDUCTOR CORPORATION 董事 SICPOWER, LLC 拟减持389096股,总价约370万美元
Form 144 | NAVITAS SEMICONDUCTOR CORPORATION 董事 SICPOWER, LLC 拟减持389096股,总价约370万美元
02-24
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-24
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-12-16
关联方拟减持公告
Form 144 | NAVITAS SEMICONDUCTOR 关联方 Capricorn-Libra Investment Group LP 拟减持873,488股,总价约707.87万美元
Form 144 | NAVITAS SEMICONDUCTOR 关联方 Capricorn-Libra Investment Group LP 拟减持873,488股,总价约707.87万美元
2025-12-12
关联方拟减持公告
Form 144 | NAVITAS SEMICONDUCTOR董事 SKU拟减持179354股,总价约155万美元
Form 144 | NAVITAS SEMICONDUCTOR董事 SKU拟减持179354股,总价约155万美元
2025-12-12
关联方拟减持公告
Form 144 | Navitas Semiconductor Corporation 董事 Dipender Saluja 拟减持315396股,总价约272万美元
Form 144 | Navitas Semiconductor Corporation 董事 Dipender Saluja 拟减持315396股,总价约272万美元
2025-12-11
关联方拟减持公告
Form 144 | Navitas Semiconductor 董事 Gary K Wunderlich 拟减持49651股,总价约46万美元
Form 144 | Navitas Semiconductor 董事 Gary K Wunderlich 拟减持49651股,总价约46万美元
2025-12-10
关联方拟减持公告
Form 144 | Navitas Semiconductor董事 Gary Wunderlich拟减持78649股,总价约72.75万美元
Form 144 | Navitas Semiconductor董事 Gary Wunderlich拟减持78649股,总价约72.75万美元
2025-12-08
关联方拟减持公告
Form 144 | NAVITAS SEMICONDUCTOR CORPORATION 高管 Todd Glickman 拟减持78307股,总价约76.5万美元
Form 144 | NAVITAS SEMICONDUCTOR CORPORATION 高管 Todd Glickman 拟减持78307股,总价约76.5万美元
分时
5日
日
周
月
数据加载中...
最高
18.67
今开
16.13
量比
1.88
最低
16.01
昨收
15.33
换手率
42.17%
热议股票
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