WOLF 股价因一笔 15 亿美元的美国国防部碳化硅交易而上涨；这轮涨势能否持续尚不确定。
逐段跳播
但我们换个话题。来谈谈这家非营利引擎——Wolf Speed Corporation。今天早上开局强劲。对 Wolf Speed 来说，这与 2025 年 7 月时的情况完全不同。但显然，这里存在一些可能性。最新进展如何？
But let's move on to another topic. Let's talk about the non-profit engine , Wolf Speed Corporation. I got off to a strong start this morning. It's a completely different story than it was in July 2025 for Wolf Speed.
But, obviously, there are some possibilities here. What are the latest developments?
是的，Wolf Speed 实际上设计和制造碳化硅。这实际上是生产能够在高电压环境下运行、同时具备能效的芯片所必需的。所以，这正是他们为人所知的业务。
Yes, Wolf Speed actually designs and manufactures silicon carbide. This is actually necessary to produce chips capable of performing in high voltage environments, as well as being energy efficient. So, this is really what they are known for.
但他们已经与美国国防部的战略资本办公室签署了一项协议。这将是一笔价值约 15 亿美元的长期协议。此举旨在提高碳化硅材料的生产，为战争部或国防部在行动中使用的部分技术提供动力。
But they are already signing a deal with the Office of Strategic Capital of the U.S. Department of Defense. This will be a long-term deal worth approximately $1.5 billion . This is intended to increase the production of silicon carbide materials to power some of the technologies used by the War Department or the Department of Defense in their operations again.
这在一定程度上减少了他们在部分此类资源上对中国的依赖。这笔交易还包括 Wolf Speed 向战争部发出一些采购订单以完成这笔交易。这些采购订单将相当于摊薄后股权的 7.5%。
This somewhat reduces their dependence on China for some of these resources. This deal also includes Wolf Speed issuing some purchase orders to the Ministry of War to complete this transaction.
These purchase orders will amount to 7.5% of diluted equity.
因此，这是一笔非常有趣的交易。但我们看到该公司股价略有上涨。这表明政府正试图以促进国内生产的方式来配置资源以满足自身需求，并试图减少对外部因素或像中国这样垄断部分重要矿产和材料的国家的依赖，这些矿产和材料是生产我们国防系统所需半导体所必需的。
Therefore, it is a very interesting deal. But we are seeing a slight increase in the company's shares. This shows that the government is trying to allocate resources in a way that promotes domestic production to meet its needs, and is trying to reduce its dependence on external factors or countries like China, which monopolize some of the important minerals and materials needed to produce the semiconductors necessary for our defense systems.
所以，这里有一个有趣的进展。我们看到了一波不错且令人意外的上涨。让我们看看这波上涨是否会持续。
So, an interesting development here. We are seeing a good and surprising rise. Let's see if this rise will continue.
这个频道对 $WOLF 的历次判断
Schwab Network 在这只股票上只有这一条判断。