5月20日，兆易创新(03986.HK)盘中上涨3.99%，报621.0港元，成交额1.05亿港元，延续近期强势走势。
消息面上，国产存储芯片巨头长鑫科技5月17日更新招股书，披露今年一季度营收508亿元，同比增长719.13%，归母净利润247.62亿元，同比大幅增长超1688%；预计上半年归母净利润500亿至570亿元，同比增长超22倍。兆易创新持有长鑫科技1.8%股份，且公司董事长朱一明兼任长鑫科技董事长，两家公司在DRAM产业链深度绑定。兆易创新自身一季度业绩同样强劲，营收41.88亿元同比增长119.38%，归母净利润14.61亿元同比增长522.79%，受益于存储芯片量价齐升及MCU出货量大增。当前全球DRAM市场面临15年来最严重供应短缺，AI服务器需求爆发持续推升行业景气度。
（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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