兆易创新（03986）今日盘中大幅下挫5.02%，引发市场关注。此前该股在8月7日因知名投资人葛卫东逆市加仓消息刺激大涨超8%，今日出现明显回调。
消息面上，半导体板块今日整体承压，中芯国际跌0.45%、华虹宏力跌1.06%、澜起科技跌2.3%，板块情绪低迷拖累兆易创新股价表现。与此同时，市场对兆易创新实控人朱一明"先减持44亿、后提议回购10至20亿"的操作模式争议持续发酵，有分析指出该操作虽合规但存在制度漏洞，回购工具或被用作资本运作缓冲垫，投资者信心受到一定影响。
此外，公司将于8月18日审议中期业绩，8月19日披露半年报，短期业绩窗口期前资金观望情绪浓厚。近期公募基金在科技板块的调仓呈现多空分歧，部分科技主题基金面临赎回压力导致被动降仓，也在一定程度上加剧了卖压。
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