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← @ssslumdunk

$AOSL

BULLISH2026-06-26
Price around the call
↑ 2026-06-26
By horizonMaturing · ~0 trading days to go
1d
✓ +3.9%
5d
✗ -24.0%
21d
…
Original post
龙心盐 · 2026-06-26

功率半导体已经开始涨价了。 这对美国功率半导体贸易来说,从主题投资角度是利好,涵盖 $AOSL到 $POWI等个股,而且这波行情发生在800V直流电(DC)全面转型之前。 中国的扬杰科技已宣布年内第二次提价,自7月1日起全线产品价格上调10%-15%。华润微、士兰微和新洁能也跟进了涨价。 “此轮涨价中,需求端的推动作用大于成本端”——需求来自AI数据中心、能源系统以及新型电动汽车。 另一个潜在受益群体是上游材料公司,它们生产以下材料: · 铜、锡等有色金属 · 塑封料 · 化学品及封装耗材 “2026年,几乎所有中国主要功率半导体厂商都已提价。”(Digitimes) $AOSL

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