兆易创新(03986)今日盘中大幅上涨5.09%，引发市场广泛关注。
消息面上，公司回购增持方案持续为市场注入信心。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，相关议案将于临时股东大会审议。这一系列举措展现了管理层对公司长期价值的坚定信心，有效提振了投资者情绪。
此外，存储芯片行业供需紧张格局为股价提供了基本面支撑。业界消息显示，存储供需紧张态势预计将延续至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。与此同时，公司董事会即将审议中期业绩，市场对业绩表现持积极预期，亦为股价上行增添了动力。
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