异动解读｜兆易创新盘中上涨3.21%，存储政策利好与NOR Flash涨价潮共振提振

行情直击09-16

9月16日，兆易创新盘中上涨3.21%，报450.8港元/股，成交额2.58亿港元。半导体产品板块整体走强，华虹宏力涨6.43%，天数智芯涨6.14%，壁仞科技涨5.61%。

消息面上，工信部与发改委近日联合印发《电子信息制造业发展"十五五"规划》，提出加快发展先进存力，研发高带宽闪存、铁电存储器等新型存储产品。同时，集邦咨询最新报告显示，NOR Flash高容量产品下半年价格预计再涨90%至110%，AI服务器单台需求量为传统服务器的三至五倍，供需缺口持续扩大。兆易创新作为NOR Flash核心供应商直接受益，华泰证券维持"买入"评级，预计公司利基DRAM、NOR Flash等产品有望延续量价齐升。

（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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