异动解读|兆易创新盘中上涨3.87%,超跌修复延续叠加存储供需紧张预期及回购方案支撑

行情直击
Aug 05

8月5日,兆易创新盘中上涨3.87%,报479.0港元,成交额3.0亿港元。

消息面上,公司A股此前跌停后港股持续超跌修复,回购增持方案持续支撑市场信心。公司拟以10亿至20亿元回购A股股份并全部注销,董事长朱一明承诺12个月内不减持并计划增持不低于10亿元,临时股东大会定于8月20日审议。此外,业界消息显示存储供需紧张将延续至2027年,三大原厂DRAM与HBM产能已提前售罄,交银国际看好公司在利基型DRAM产能替代浪潮中的份额增长潜力。同时,公司董事会将于8月18日审议中期业绩,业绩预期亦为股价提供支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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