Group 1 - InnoCare (02577) saw a significant stock increase, rising over 16% at the close, with a current price of 91.85 HKD and a trading volume of 1.257 billion HKD [1] - The company plans to hold a board meeting on August 28 to consider and approve its interim results [1] - InnoCare officially responded to rumors regarding a partnership with NVIDIA, confirming a collaboration to promote the large-scale implementation of 800VDC power architecture in AI data centers [1] Group 2 - On August 18, InnoCare announced the full launch of its third-generation (Gen3) 700V enhanced GaN power device series [1] - CICC recently published a report indicating that the AI server power supply market is expected to become a trillion-yuan market, with rapid growth projected between 2025 and 2027 [1] - The report estimates a CAGR of 110% for the module/chip market and 67% for the core benefiting segments, which include PSU, PDU, BBU, and DC-DC (PDB+VRM) devices [1]
英诺赛科尾盘涨超16% 公司今日盘后将发业绩 中金看好AI服务器电源成为千亿元市场