2月12日，兆易创新涨超8%，截至发稿，涨8.45%，报321港元，成交额3.39亿港元。
消息面上，隔夜美股存储板块爆发，闪迪涨10.65%，美光科技涨9.94%。此前摩根士丹利将美光目标价上调至450美元。值得一提的是，三星电子首席技术官表示，公司预计，市场对内存芯片的强劲需求不仅将持续今年全年，而且还将持续到明年，因为人工智能推动了强劲的需求。
天风证券近日研报指出，兆易创新是一家在“AI+国产替代+存储周期上行”三重利好共振下的平台型芯片设计公司。该行预计公司2025-2027年营收92.03/113.86/138.78亿元，预计归母净利润实现16.10/25.89/27.69亿元。该行认为兆易创新在未来预测期内成长动能充足，业绩具备较强韧性。
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