异动解读|兆易创新盘中上涨3.47%,摩根大通看多存储上行周期或延续至2028年底

行情直击
Aug 12

8月12日,兆易创新港股盘中上涨3.47%,报507.0港元,成交额2.63亿港元。

消息面上,摩根大通最新研究指出,本轮存储上行周期可能持续至2028年底,全球DRAM bit需求将在未来三年分别增长约30%、31%和25%,同期供给增速仅约26.5%、24.4%和24.8%,供需缺口持续扩大。存储板块整体走强,同行业澜起科技涨4.33%、华虹宏力涨3.6%、中芯国际涨2.45%。此外,公司全资子公司近日以1亿美元认购云锋Investment V基金25%份额,强化全球科技产业布局,公司将于8月18日审议中期业绩。

(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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