港股直击 | 兆易创新重挫逾12%，市场担忧AI资本开支见顶，公司近期提示行业风险

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7月2日，兆易创新重挫逾12%，截至目前，跌9.43%，报1076港元，成交额6.16亿港元。消息面上，据报Meta正制定计划，拟推出云基础设施业务，向外部客户出售AI算力和模型访问权限。这一消息被市场解读为大型科技公司对AI基础设施投资的资本开支见顶，投资者担忧眼下遭遇供应瓶颈的高性能存储芯片与算力芯片在未来不久将供应过剩。兆易创新发布公告提到，随着主流存储厂商重新进入利基存储市场，未来利基存储...

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