6月15日，兆易创新(03986)盘中上涨3.83%，报690.5港元，成交额4.73亿港元。消息面上，半导体板块集体走强，同业个股英诺赛科涨10.92%、华虹半导体涨9.55%、中芯国际涨6.14%、澜起科技涨4.68%，板块共振明显。
近期全球存储芯片供需持续紧张，云服务商已将2027年长期协议产能全部预订完毕，AI算力需求驱动存储产业格局重塑。此外，兆易创新将于6月18日正式纳入富时50指数，被动配置资金有望带来增量买盘。公司此前发布的光模块专用MCU新品进一步拓宽AI算力领域产品矩阵，一季度归母净利润同比增长522.79%，基本面支撑强劲。
（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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