智通财经APP获悉，兆易创新(03986)涨超4%，截至发稿，涨4.04%，报345.2港元，成交额2.94亿港元。
消息面上，美股周四盘后，闪迪公布2026财年第二财季财报，显示业绩及指引均超市场预期。这凸显出人工智能领域对存储芯片的强劲需求，闪迪股价在盘后交易中大涨。截至发稿，夜盘涨超21%创下新高。值得关注的是，随着存储芯片涨价潮愈演愈烈，包括海力士、三星、西部数据在内的多家存储芯片大厂近期都公布了亮眼财报。
华金证券日前研报指出，存储周期稳步上行下，考虑到兆易创新不断推进存储芯片工艺制程/品类迭代，Nor有望持续保持领先，随着DRAM头部大厂产能切换，公司或复制Nor Flash发展路径且定制化DRAM有望打开增量空间，叠加持续壮大MCU百货商店及传感器与模拟业务发展，在消费电子/汽车电子/工业等智能化背景下，业绩有望持续增长。
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