8月13日，兆易创新港股盘中上涨3.88%，报533.5港元，成交额4534.73万港元。
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。此外，公司上半年净利润预增约1099%，NOR Flash产品受益于端侧AI、汽车电子及AI服务器等下游需求拉动，量价齐升，行业供给相对紧张支撑价格温和上行。SK海力士扩产消息亦为存储板块整体情绪提供支撑。
（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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