智通财经APP获悉，兆易创新(03986)盘中涨近5%，截至发稿，涨4.76%，报444.8港元，成交额15.25亿港元。
消息面上，据报道，存储吃紧将延续至2027年。业界人士指，近期原厂已抢先完成2027全年产能分配谈判，三大原厂的DRAM与HBM产能均提前售罄。交银国际此前指出，公司是中国内地存储板块核心标的之一，看好其在利基型DRAM和SLCNANDFlash的产能替代浪潮中的份额增长潜力。与长鑫的深度合作是公司DRAM业务的核心支撑。2026年3月，公司公告将从长鑫科技集团采购代工DRAM产品年度额度从2025年的11.82亿元大幅提升至2026年的57.11亿元。
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