Group 1 - InnoSpace (02577) saw its stock price increase by over 12% during trading, currently up 9.15% at HKD 73.95, with a trading volume of HKD 466 million [1] - Nvidia is leading a revolution in power architecture for global data centers by shifting the voltage standard from traditional AC to 800V DC, with partnerships including CoreWeave and Oracle to prepare for ultra-high-density computing environments [1] - InnoSpace has partnered with Nvidia to support the implementation of the 800V DC power architecture, providing critical technological support for the evolution of the next-generation GPU roadmap [1] Group 2 - China Post Securities highlights that the company's gallium nitride (GaN) products meet core demands across multiple fields, with 100V GaN applications in AI and data centers entering mass production [2] - The company collaborates with leading robotics firms to achieve mass production of robotic joint motors and dexterous hand drive solutions featuring GaN chips, enhancing efficiency and compactness in the humanoid robotics industry [2] - In the electric vehicle electronics sector, products used in scenarios such as LiDAR and on-board chargers (OBC) continue to experience rapid growth, while the consumer electronics segment consolidates its advantages and expands into home appliances and energy storage markets [2]
港股异动 英诺赛科(02577)盘中涨超12% 公司氮化镓产品精准契合多领域核心需求