港股异动 | 兆易创新(03986)涨超5% 高盛大幅上调一季度DRAM价格涨幅预测

智通财经02-03

智通财经APP获悉，兆易创新(03986)涨超5%，截至发稿，涨5.59%，报321港元，成交额2984.14万港元。消息面上，受海外流动性收紧预期及DRAM现货价格数月来首次下跌的影响，韩国存储巨头股价周一大跌。不过，高盛在最新发布的报告中指出，尽管现货市场出现波动，但DRAM的合约价格不仅未跌，反而迎来了更猛烈的上涨预期。高盛分析师Giuni Lee团队指出，2026年第一季度主要应用领域的...

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