中信证券：功率器件涨价或延续至2027年
2026-07-02 01:12:24
中信证券指出，功率器件板块正迎来第二轮涨价周期确认与AI电源需求爆发的双重催化。据36氪报道，中短期根据各公司公告，国内外功率器件厂商将陆续启动第二轮涨价；中长期预计AI电源对功率器件拉动将持续强化，HVDC/SST趋势下长期增量空间将逐步打开。中信证券预计，本轮涨价趋势有望延续至2027年。
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