港股异动 | 兆易创新(03986)逆市涨超7% 首季度全球NAND市场规模环比接近翻倍 机构指利基存储将全面涨价

智通财经
Jun 04

智通财经APP获悉,兆易创新(03986)逆市涨超7%,截至发稿,涨7.41%,报790港元,成交额9.82亿港元。

消息面上,据Counterpoint统计数据显示,受人工智能(AI)需求推动,NAND市场在2026年第一季度飙升至创纪录的460亿美元,较2025年第四季度增长90%,与去年第一季度相比,增幅达到惊人的246%,并且超过了2023年全年。Counterpoint表示,这一势头与先前DRAM行业价格大幅上涨的趋势相呼应。AI基础设施的部署以及向“代理式人工智能”(Agentic AI)的转型,仍是NAND市场的核心增长引擎。

国盛证券此前表示,26Q1 SLC NAND在海外大厂加速退出2DNAND的背景下,面临显著缺货局面,产品价格高增,收入环比强劲增长。从行业看,很多更大容量的系统方案在向2DNAND转移,需求在强劲增长,2DNAND供应缺口非常大,供需失衡的态势还在加剧,中长期来看,供应还是非常紧张,价格可能还会持续上行趋势。从公司布局来看,凭借多年技术与产品积淀,公司现已形成完备的料号布局,涵盖串口、并口品类,容量覆盖1Gb至8Gb区间,在利基市场快速实现突破。

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