更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha June 4, 2025 10:00 AM GMT Delta Electronics Inc. | Asia Pacific M Idea The Value Upgrade Path to 800V HVDC Power Solution | What's Changed | | | | --- | --- | --- | | Delta Electronics Inc. (2308.TW) | From | To | | Price Target | NT$440.00 | NT$485.00 | We retain Delta as our Top Pick and raise the PT to NT$485, as we see a clear path of value upgrades toward 800V HVDC power solution for AI data center/factory throughout in 2027. Its technology leadership and integrated powe ...