兆易创新（03986）盘中涨超8%，截至发稿，股价上涨6.70%，现报527.50港元，成交额18.84亿港元。
兆易创新昨日发布“关于回购A股股份事项前十大股东、前十大无限售条件股东持股情况的公告”。尽管二季度兆易创新股价大幅波动，但与兆易创新披露的2026年一季报相比，A股市场知名牛散葛卫东不仅没有减持，反而进行了实质性的加仓。数据显示，葛卫东及其妻子王萍二人二季度以来合计增持兆易创新A股超121万股。葛卫东此前曾在朋友圈发文坚定看多AI 。他表示：“我是相信没结束的。”
TrendForce集邦咨询分析师此前指出，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。交银国际也表示继续看好中国内地存储厂商前景。并认为存储器在AI基础设施中的关键/瓶颈位置没有改变，大厂在产能升级转化后依然未能满足需求。维持供不应求至少到4Q27的判断。
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