港股异动 | 兆易创新(03986)午后跌超8% 据报存储巨头三星和SK海力士资本支出偏谨慎

智通财经03-17

智通财经APP获悉，兆易创新(03986)午后跌超8%，截至发稿，跌7.52%，报398.6港元，成交额7.44亿港元。消息面上，据财联社报道，三星预计内存短缺将在2028年结束，这意味着该公司需要根据需求预测来调整产能计划，避免过度扩张。SK海力士此前也表示，他们在扩大产能方面将保持谨慎。内存行业预计不会改变两公司已承诺的扩张计划，但将避免过度支出引发的供应过剩。瑞银则表示，在AI计算的推动下，...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2620144688?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-17 14:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620144688","market":"sh","top_or_hot":-1,"title":"港股异动 | 兆易创新(03986)午后跌超8% 据报存储巨头三星和SK海力士资本支出偏谨慎","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，兆易创新(03986)午后跌超8%，截至发稿，跌7.52%，报398.6港元，成交额7.44亿港元。消息面上，据财联社报道，三星预计内存短缺将在2028年结束，这意味着该公司需要根据需求预测来调整产能计划，避免过度扩张。SK海力士此前也表示，他们在扩大产能方面将保持谨慎。内存行业预计不会改变两公司已承诺的扩张计划，但将避免过度支出引发的供应过剩。瑞银则表示，在AI计算的推动下，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414816.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 兆易创新(03986)午后跌超8% 据报存储巨头三星和SK海力士资本支出偏谨慎</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 兆易创新(03986)午后跌超8% 据报存储巨头三星和SK海力士资本支出偏谨慎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-17 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1414816.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，兆易创新(03986)午后跌超8%，截至发稿，跌7.52%，报398.6港元，成交额7.44亿港元。消息面上，据财联社报道，三星预计内存短缺将在2028年结束，这意味着该公司需要根据需求预测来调整产能计划，避免过度扩张。SK海力士此前也表示，他们在扩大产能方面将保持谨慎。内存行业预计不会改变两公司已承诺的扩张计划，但将避免过度支出引发的供应过剩。瑞银则表示，在AI计算的推动下，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414816.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2039709279.SGD","symbol_name":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1414816.html","article_id":"2620144688","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620144688","pubTimestamp":1773730511,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，兆易创新午后跌超8%，截至发稿，跌7.52%，报398.6港元，成交额7.44亿港元。SK海力士此前也表示，他们在扩大产能方面将保持谨慎。内存行业预计不会改变两公司已承诺的扩张计划，但将避免过度支出引发的供应过剩。历史上股价在90%情况下与利润峰值同步或提前见顶。该行预计本轮利润峰值出现在2027年三季度，意味着存储股上涨行情或延续至2027年二季度。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"603986":"兆易创新","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0214":"IT设备","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","03986":"兆易创新","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","BK4588":"碎股","BK0102":"重组","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","VXUS":"国际股票ETF-Vanguard","BK1163":"半导体产品","BK0132":"高送转概念","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK0125":"芯片国产化","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4585":"ETF&股票定投概念"},"translate_title":"Hong Kong stock changes | GigaDevice (03986) fell more than 8% in the afternoon. Storage giants Samsung and SK Hynix were reported to be cautious in capital expenditure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"603986":1.5,"03986":1.5,"VXUS":1.5},"content_text":"智通财经APP获悉，兆易创新(03986)午后跌超8%，截至发稿，跌7.52%，报398.6港元，成交额7.44亿港元。消息面上，据财联社报道，三星预计内存短缺将在2028年结束，这意味着该公司需要根据需求预测来调整产能计划，避免过度扩张。SK海力士此前也表示，他们在扩大产能方面将保持谨慎。内存行业预计不会改变两公司已承诺的扩张计划，但将避免过度支出引发的供应过剩。瑞银则表示，在AI计算的推动下，存储行业的底层逻辑已经发生根本性改变，传统的估值和预测模型可能不再适用。而营业利润则成为更好的领先指标。历史上股价在90%情况下与利润峰值同步或提前见顶。该行预计本轮利润峰值出现在2027年三季度，意味着存储股上涨行情或延续至2027年二季度。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2620144688","isCrawlerRequest":true}