消息称台积电为专注在高成长市场，近期已陆续缩减在成熟制程的资源，并有意淡出氮化镓(GaN)市 场，GaN产品所在的晶圆五厂仅供应至2027年7月1日，之后将改做先进封装使用。(新浪财经) ...

周四美股，纳微半导体(NVTS.US)收涨逾160%震惊市场，此前该公司宣布与人工智能(AI)巨头英伟达 (NVDA.US)达成战略合作。这项合作可能成为纳微半导体发展的转折点，该公司有望成为英伟达未来 AI芯片产线的关键合作伙伴。 公司业务剖析 纳维半导体专注于下一代电力电子产品。 那么，这笔交易对纳微半导体的潜在营收到底有何影响，该公司的业务模式、此次合作的细节是什么， 投资者是否又应该考虑买入，下文将对此深入解析。 纳微半导体专注于新一代功率电子技术，其核心产品氮化镓(GaN)和碳化硅(SiC)半导体相比传统硅芯片 具有开关速度更快、能效更高、体积更小等优势，特别适用于高性能计算和数据中心领域。虽然规模不 及传统半导体巨头，但纳微半导体被公认为GaN/SiC技术领域最先进的纯技术型企业之一。 合作细节解读 根据官方声明，纳微半导体将深度参与英伟达下一代AI芯片(如Rubin Ultra)的研发。 双方共同开发了800V高压直流(HVDC)电源架构，该技术将应用于支持英伟达"Kyber"机架系统，为 Rubin Ultra等GPU提供动力。通过采用纳微半导体的GaNFast氮化镓和GeneSiC碳化硅技术 ...

Market Overview - The US financial market experienced a "triple kill" in stocks, bonds, and currencies, leading to a decline in the Hong Kong stock market, with the Hang Seng Index dropping 1.19% to 23,544.31 points and a total trading volume of HKD 198.23 billion [1] - The Hang Seng Technology Index performed the worst, falling over 2% at one point during the trading day [1] - Huatai Securities noted that rising US Treasury yields near 4.5%, economic pressures in the US, and a lack of trading direction due to tariff expectations could disrupt the Hong Kong market [1] Blue-Chip Stocks Performance - Xiaomi Group-W (01810) saw a decline of 2.3%, closing at HKD 53.2, with a trading volume of HKD 10.735 billion, negatively impacting the Hang Seng Index by 36.31 points [2] - Other blue-chip stocks included Chow Tai Fook (01929) which rose 4.37%, JD Health (06618) up 2.47%, while Alibaba Health (00241) fell 6.42% and Budweiser APAC (01876) dropped 4.13% [2] Sector Highlights - Major technology stocks were mostly down, with Alibaba falling 3.25% and Xiaomi dropping nearly 3% [3] - Bitcoin surpassed USD 110,000, reaching a new historical high, with cryptocurrency ETFs and related stocks becoming active [3][4] - Gold stocks generally performed well due to a weaker dollar and increased risk aversion, with several pharmaceutical and consumer stocks also rising [3] Cryptocurrency Developments - Bitcoin's market capitalization exceeded USD 2.1 trillion, with a significant legislative push for stablecoin regulation in the US [4] - The upcoming Bitcoin 2025 conference in Las Vegas is expected to influence the future of Bitcoin and global digital currency regulation [4] Consumer Sector Insights - The consumer sector showed positive movement, with Miniso (09896) rising 7.91% and other brands like Old Puhuang Gold (06181) and Pop Mart (09992) also seeing gains [4][5] - Open Source Securities highlighted investment opportunities in consumer recovery themes, focusing on jewelry, retail, cosmetics, and medical aesthetics [5] Gold Stocks Performance - Gold stocks exhibited mixed results, with companies like WanGuo Gold Group (03939) and Lingbao Gold (03330) seeing gains, while others like Chifeng Jilong Gold (06693) experienced slight declines [5] - International gold prices fluctuated, with spot gold reaching USD 3,340 per ounce [5] Robotics Sector - Robotics stocks saw an uptick, with companies like Delta Electronics (00179) and Yujian (02432) reporting gains [6] - The upcoming CMG World Robot Competition is expected to boost interest in the robotics sector [6] Notable Stock Movements - InnoCare (02577) surged 14.29% following news of its collaboration with Nvidia on GaN and SiC technologies [7] - XPeng Motors (09868) reported a 141.5% year-on-year revenue increase for Q1 2025, with a gross margin of 15.6% [8] - Weibo (09898) reported stable revenue with a significant net profit increase of 116.36% year-on-year [9] - Tehai International (09658) faced a decline of 10.3% despite reporting a revenue increase of 5.4% for Q1 2025 [10]