$英诺赛科(0257_老虎社区_美港股上老虎

$英诺赛科(02577)$ 英诺赛科这家公司在第三代半导体材料领域也算是新贵，乘着碳化硅和氮化镓的风口也是越来越好了。现在是只要市场一给风，股价就能腾飞。属于激进一点的潜力股

近期英伟达H20禁售政策的出台对市场产生了短期和长期的影响，禁售政策对国产芯片而言是一个利好消息，部分芯片性能已接近H20水平，且国产芯片的利润率通常高于进口芯片，这将有助于提升公司的整体盈利能力。【中美关税博弈下，大家是否看好国产半导体的崛起？自上周一中芯国际自股价低位回升超2%，大家看好其上车机会吗？】

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