兆易创新（03986）午前股价上涨8.31%，现报498港元，成交额21.61亿港元。
隔夜美股AI概念股集体爆发，存储板块涨幅居前。除SK海力士ADR大涨逾8%，闪迪涨超10%，美光科技涨逾7%。TrendForce集邦咨询分析师表示，DRAM供不应求的格局预计延续至2027年，价格涨势预计延续至2027年下半年。交银国际也认为，整体存储市场供不应求趋势或持续到4Q27，且之后即便价格下降，其变化或较之前温和。
此外，8月4日，兆易创新宣布与全球汽车嵌入式互联软件产品和解决方案领域企业伊必汽车软件（Elektrobit）达成深度技术适配，双方完成兆易创新GD32A7系列车规MCU与EB tresos系列Classic AUTOSAR解决方案的适配验证，联合打造标准化一体化车载开发方案，完善国产车规芯片配套软件生态，助力国内汽车电子产业提速发展。
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