兆易创新(03986)今日盘中大幅拉升，涨幅达5.00%，引发市场广泛关注。
消息面上，存储板块今日集体走强。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需求在未来三年将分别增长约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，对存储芯片价格形成有力支撑。与此同时，SK海力士宣布重启中国大连NAND闪存生产基地2号工厂的建设，计划将产能扩大约50%，带动港股存储板块情绪升温，隔夜美股存储芯片股亦普遍走强。
此外，兆易创新近期获海外机构密集调研，公司表示NOR Flash行业受益于端侧AI、汽车电子、AI服务器等下游带动，需求保持良好增长，叠加行业供给相对紧张，价格温和上行。公司上半年净利润预增约1099%，存储芯片产品量价齐升。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，进一步强化全球科技产业布局。
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