$Wolfspeed Inc.(WOLF)$ 公司最新财报显-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Wolfspeed Inc.(WOLF)$

公司最新财报显示，其AI数据中心应用业务环比增长约30%，成为重要的结构性亮点，同时碳化硅行业需求改善趋势获得多方确认，AI电源需求增长显著。

此外，公司的基本面也出现积极变化。Wolfspeed功率器件业务中已有90%的营收来自莫霍克谷8英寸器件厂，并且公司通过战略再融资将优先担保债务缩减了约43%，资产负债状况得到显著改善。尽管财报指引仍显疲软，但市场的交易逻辑已从关注短期业绩转向聚焦AI驱动的长期增量预期，这推动了股价在夜盘走强。

$Wolfspeed Inc.(WOLF)$

WOLF

05-13 01:31

USWolfspeed Inc.

Side	Price \| Filled	Realized P&L
Buy Open	49.13 0	+41.63% Holding

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