异动解读 | 知名投资人葛卫东逆市加仓,兆易创新盘中大涨5.08%

异动解读
Aug 07

兆易创新(03986)今日盘中大幅拉升,涨幅达5.08%,成交活跃,引发市场高度关注。

消息面上,公司前一日晚间披露的回购方案前十大股东持股情况公告显示,知名投资人葛卫东及其妻子王萍均进行了大幅加仓操作。截至7月31日,葛卫东持有兆易创新1644.67万股,较一季度末增持18.51万股,持股比例达2.34%,位列公司第四大股东;其妻子王萍持有859.99万股,较一季度末增持102.67万股,持股比例1.23%,位列第六大股东。葛卫东自2018年二季度首次现身兆易创新前十大流通股名单以来,持仓已超8年,期间公司股价虽经历大幅波动,但其始终坚定持有,此次逆市加仓被市场普遍解读为对存储芯片龙头长期投资价值的强力看好,显著提振了投资者信心。

此外,公司一季度业绩表现亮眼,营收达41.88亿元,同比增长119%,归母净利润14.61亿元,同比增长523%,强劲的基本面与回购增持方案形成共振,进一步为股价上行提供了有力支撑。

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