异动解读｜兆易创新盘中上涨4.33%，苹果接受三星存储涨价叠加政策利好共振提振

行情直击09-18

9月18日，兆易创新盘中上涨4.33%，报493.0港元/股，成交额9691.7万港元。半导体产品板块整体走强，天数智芯涨5.18%，澜起科技涨4.71%，华虹宏力涨3.9%。

消息面上，苹果已接受三星电子明年一季度存储芯片报价，其中DRAM接近2.0美元/Gb，NAND闪存接近0.33美元/Gb，较今年三季度报价上涨30%至40%。同时，工信部与发改委联合印发《电子信息制造业发展"十五五"规划》，提出加快发展先进存力、研发新型存储产品。此外，集邦咨询报告显示NOR Flash高容量产品下半年价格预计再涨90%至110%。兆易创新作为NOR Flash核心供应商及利基DRAM厂商，直接受益于存储芯片量价齐升趋势，华泰证券维持"买入"评级。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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