智通财经APP获悉，兆易创新(03986)盘中涨超7%，截至发稿，涨5.13%，报747.5港元，成交额7.38亿港元。
消息面上，SK集团会长崔泰源6月2日称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。此外，储厂商铠侠表示，超大规模数据中心正寻求签订涵盖2029年乃至更远期阶段的NAND合约。
中邮证券指出，存储周期上行，利基型存储均不同程度受益。公司预计2026年利基DRAM价格仍有上行空间，2027年之后，随着利基DRAM市场主要产能边际增加，价格可能进入高位震荡阶段，不排除会从峰值向下适当回归，但仍将维持在较高的价格区间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.