应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。
关闭
03986 兆易创新
已收盘 08-14 16:08:36
511.000
+10.000
+2.00%
最高
523.500
最低
504.500
成交量
378.89万
今开
521.500
昨收
501.000
日振幅
3.79%
总市值
3,587亿
流通市值
169.92亿
总股本
7.02亿
成交额
19.49亿
换手率
11.39%
流通股本
3,325万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
8月14日兆易创新现1669.92万元大宗交易
证券之星 · 17:43
8月14日兆易创新现1669.92万元大宗交易
存储概念股午前涨幅居前 南方两倍做多海力士涨超9%
新浪港股 · 11:34
存储概念股午前涨幅居前 南方两倍做多海力士涨超9%
兆易创新A股成交额突破100亿元，现涨超2%
每日经济新闻 · 11:00
兆易创新A股成交额突破100亿元，现涨超2%
闪迪长期财务指引远超预期，带动港股存储走高
智通财经 · 10:24
闪迪长期财务指引远超预期，带动港股存储走高
存储概念股持续走高 兆易创新（03986）涨超3% 闪迪公布长期财务模型释放利好信号
金吾财讯 · 10:05
存储概念股持续走高 兆易创新（03986）涨超3% 闪迪公布长期财务模型释放利好信号
开盘大涨！这个板块迎来多重利好
格隆汇 · 10:04
开盘大涨！这个板块迎来多重利好
异动解读｜兆易创新盘中上涨4.39%，存储上行周期延续叠加业绩高增长提振市场情绪
行情直击 · 09:32
异动解读｜兆易创新盘中上涨4.39%，存储上行周期延续叠加业绩高增长提振市场情绪
兆易创新成交额突破100亿元，现涨3.66%
每日经济新闻 · 08-13 10:34
兆易创新成交额突破100亿元，现涨3.66%
异动解读｜兆易创新盘中上涨3.88%，存储上行周期延续叠加SK海力士扩产利好提振情绪
行情直击 · 08-13 09:30
异动解读｜兆易创新盘中上涨3.88%，存储上行周期延续叠加SK海力士扩产利好提振情绪
美股存储股盘前普涨，闪迪涨超4%，港股科网股多数收跌，腾讯音乐跌超12%
第一财经 · 08-12 17:25
美股存储股盘前普涨，闪迪涨超4%，港股科网股多数收跌，腾讯音乐跌超12%
智通AH统计|8月12日
智通财经 · 08-12 16:15
智通AH统计|8月12日
存储概念股午前涨幅居前 澜起科技及兆易创新均涨超5%
新浪港股 · 08-12 11:22
存储概念股午前涨幅居前 澜起科技及兆易创新均涨超5%
异动解读 | 存储上行周期叠加SK海力士扩产利好，兆易创新盘中大涨5.00%
异动解读 · 08-12 11:04
异动解读 | 存储上行周期叠加SK海力士扩产利好，兆易创新盘中大涨5.00%
港股异动 | 存储概念股涨幅居前 内存长协扩散至二三线厂商 存储行业仍保持较高景气度
智通财经 · 08-12 10:51
港股异动 | 存储概念股涨幅居前 内存长协扩散至二三线厂商 存储行业仍保持较高景气度
存储概念股扬升 澜起科技（06809）涨4.18% SK海力士重启中国大连NAND闪存生产基地工厂
金吾财讯 · 08-12 09:58
存储概念股扬升 澜起科技（06809）涨4.18% SK海力士重启中国大连NAND闪存生产基地工厂
异动解读｜兆易创新盘中上涨3.47%，摩根大通看多存储上行周期或延续至2028年底
行情直击 · 08-12 09:46
异动解读｜兆易创新盘中上涨3.47%，摩根大通看多存储上行周期或延续至2028年底
存储概念盘中多个股转涨 澜起科技（06809）涨6.44%、兆易创新（03986）涨4.09%
金吾财讯 · 08-11
存储概念盘中多个股转涨 澜起科技（06809）涨6.44%、兆易创新（03986）涨4.09%
异动解读｜兆易创新盘中上涨3.09%，子公司斥资1亿美元参投境外科技PE基金强化全球布局
行情直击 · 08-11
异动解读｜兆易创新盘中上涨3.09%，子公司斥资1亿美元参投境外科技PE基金强化全球布局
兆易创新（603986）披露参与投资境外私募股权投资基金公告，8月10日股价下跌3.36%
证券之星 · 08-10
兆易创新（603986）披露参与投资境外私募股权投资基金公告，8月10日股价下跌3.36%
兆易创新（03986）全资子公司出资1亿美元参投云锋 Investment V 基金 占比25%
公告速递 · 08-10
兆易创新（03986）全资子公司出资1亿美元参投云锋 Investment V 基金 占比25%
加载更多
公司概况
公司名称：
兆易创新
所属市场：
SEHK
上市日期：
--
主营业务：
兆易创新科技集团股份有限公司是一家主要从事集成电路的设计和研发的中国公司。该公司的产品包括非易失性半导体存储芯片（Flash）、利基型动态随机存取存储器（DRAM）、微控制器（MCU）、模拟芯片及传感器芯片等多样化芯片产品。该公司的产品主要应用于消费电子、汽车、工业应用（如工业自动化、储能及电池管理）、个人电脑（PC）及服务器、物联网（IoT）、网络通信等领域。该公司在中国国内和海外市场开展业务。
发行价格：
--
{"stockData":{"symbol":"03986","market":"HK","secType":"STK","nameCN":"兆易创新","latestPrice":511,"timestamp":1786694916006,"preClose":501,"halted":0,"volume":3788942,"delay":0,"changeRate":0.01996007984031936,"floatShares":33253100,"shares":702000000,"eps":2.47,"marketStatus":"已收盘","change":10,"latestTime":"08-14 16:08:36","open":521.5,"high":523.5,"low":504.5,"amount":1948739576,"amplitude":0.037924,"askPrice":511,"askSize":14300,"bidPrice":510.5,"bidSize":500,"shortable":3,"etf":0,"ttmEps":4.644,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1786930200000},"marketStatusCode":5,"adr":0,"listingDate":1768233600000,"exchange":"SEHK","adjPreClose":501,"dividendRate":0.001702,"openAndCloseTimeList":[[1786671000000,1786680000000],[1786683600000,1786694400000]],"volumeRatio":0.82285,"lotSize":100,"spreadScale":0,"tradeCurrency":"HKD","astockBrief":{"symbol":"603986","market":"SH","secType":"STK","nameCN":"兆易创新","latestPrice":417.48,"timestamp":1786690800000,"preClose":404.5,"halted":0,"volume":47500700,"delay":0,"premium":"+5.16"}},"requestUrl":"/m/hq/s/03986","defaultTab":"news","newsList":[{"id":"2659575110","title":"8月14日兆易创新现1669.92万元大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2659575110","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659575110?lang=zh_cn&edition=full","pubTime":"2026-08-14 17:43","pubTimestamp":1786700638,"startTime":"0","endTime":"0","summary":"证券之星消息，8月14日兆易创新发生大宗交易，交易数据如下：大宗交易成交价格417.48元，成交4万股，成交金额1669.92万元，买方营业部为中国国际金融股份有限公司北京建国门外大街证券营业部，卖方营业部为华泰证券股份有限公司福建分公司。近三个月该股共发生53笔大宗交易，合计成交6.68万手，折价成交50笔。截至2026年8月14日收盘，兆易创新报收于417.48元，上涨3.21%，换手率7.11%，成交量47.5万手，成交额196.99亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081400030030.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0320764599.SGD","LU2039709279.SGD","LU0211977185.USD","LU1328277881.USD","LU0359201885.HKD","LU2328871848.SGD","BK0102","03986","LU1934453819.USD","SGXZ81163826.USD","LU0082770016.USD","603986","LU0359201612.USD","BK0125","LU0052750758.USD","LU1023057109.AUD","LU0620787316.HKD","LU1580142542.USD","BK1163","BK0214","LU0082770016.SGD","LU0307460666.USD","LU0588546209.SGD","LU1781817850.SGD","LU0314109678.HKD","LU0164939612.USD","LU0708995583.HKD","BK0132","LU1979443071.USD","LU2213484517.USD","SGXZ49509284.SGD","LU1813983027.USD","LU0274383008.USD","LU1969619763.USD","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659927701","title":"存储概念股午前涨幅居前 南方两倍做多海力士涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659927701","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659927701?lang=zh_cn&edition=full","pubTime":"2026-08-14 11:34","pubTimestamp":1786678440,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端存储概念股午前涨幅居前，截至发稿，南方两倍做多海力士（07709）上涨9.11%，报36.64港元；南方两倍做多三星电子（07747）上涨4.20%，报82.92港元；兆易创新（03986）上涨2.30%，报512.50港元；澜起科技（06809）上涨1.05%，报289.80港元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-14/doc-ininhaiv9454151.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1960683339.HKD","688008","03986","LU0880133367.SGD","LU1813983027.USD","LU1993786604.SGD","07747","LU1807302812.USD","SKDD","LU1023057109.AUD","LU0067412154.USD","07709","LU0320764599.SGD","LU1152091754.HKD","SKHX","HYNX","SKHZ","SK","LU0072913022.USD","06809","LU0501845795.SGD","LU0359202008.SGD","SKHA","LU0708995583.HKD","LU1008478684.HKD","LU0359201885.HKD","LU2039709279.SGD","SKHU","SKHY","BK1163","LU0359201612.USD","LU0052750758.USD","LU0314109678.HKD","SKUU","LU1328277881.USD","LU1152091168.USD","603986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659192610","title":"兆易创新A股成交额突破100亿元，现涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659192610","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659192610?lang=zh_cn&edition=full","pubTime":"2026-08-14 11:00","pubTimestamp":1786676409,"startTime":"0","endTime":"0","summary":"兆易创新A股成交额突破100亿元，现涨超2%","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608143841543878.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608143841543878.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0132","03986","LU0314109678.HKD","LU1781817850.SGD","02846","LU0052750758.USD","SGXZ49509284.SGD","BK0214","02827","LU1934453819.USD","BK1147","LU0082770016.SGD","LU0588546209.SGD","BK0125","LU2213484517.USD","159982","82846","LU0307460666.USD","LU1023057109.AUD","LU1969619763.USD","LU0620787316.HKD","LU0164939612.USD","LU1328277881.USD","LU0359202008.SGD","LU0359201885.HKD","LU1979443071.USD","LU0211977185.USD","BK0102","LU0359201612.USD","LU0274383008.USD","LU0082770016.USD","03130","LU2039709279.SGD","LU2328871848.SGD","BK1163","SGXZ81163826.USD","399300","LU1813983027.USD","07233","LU0708995583.HKD","603986","LU0320764599.SGD","83188","LU1580142542.USD","03188","83130"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659194115","title":"闪迪长期财务指引远超预期，带动港股存储走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2659194115","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659194115?lang=zh_cn&edition=full","pubTime":"2026-08-14 10:24","pubTimestamp":1786674243,"startTime":"0","endTime":"0","summary":"消息面上，隔夜存储巨头$闪迪$大涨超13%，并带动美股存储概念大涨。闪迪在投资者日给出的长期财务目标远超预期，令市场开始重新审视过去对NAND的周期定价逻辑。闪迪预计，在2028至2030财年期间，营收将保持中高双位数增长；非GAAP口径下，毛利率预计维持在约80%，营业利润率约为75%。分析认为，公司实则是在传递一个明确信号：AI驱动的存储需求增长，有望令其未来数年的营收增速与盈利能力中枢显著高于传统存储周期平均水平。","market":"hk","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1479862.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["603986","LU0067412154.USD","LU1861215975.USD","PTF","LU2290526834.HKD","LU1993786604.SGD","QQQG","LU1008478684.HKD","SKHA","SKUU","LU0501845795.SGD","COWG","TMSL","SNDG","LU0359201612.USD","LU0359202008.SGD","03986","SKHZ","SKDD","SNDC","FSMD","LU1813983027.USD","LU0314109678.HKD","LU2360107168.USD","SNDQ","06809","LU0320764599.SGD","SKHX","LU0880133367.SGD","SNDU","SNXX","LU2039709279.SGD","SCHA","LU2063271972.USD","07709","SCHM","FCUS","LU0052750758.USD","HYNX","BK4170","OPTZ","LU1023057109.AUD","LU1152091168.USD","LU1807302812.USD","LU0359201885.HKD","07747","LU1960683339.HKD","LU0708995583.HKD","LU1861220033.SGD","LU2543165471.USD","LU0054578231.USD","BK1163","LU1328277881.USD","LU1152091754.HKD","SKHU","SK","DISK","688008","LU0963586101.USD","LU0072913022.USD","SNDK","SKHY","CNAV"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2659373194","title":"存储概念股持续走高 兆易创新（03986）涨超3% 闪迪公布长期财务模型释放利好信号","url":"https://stock-news.laohu8.com/highlight/detail?id=2659373194","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659373194?lang=zh_cn&edition=full","pubTime":"2026-08-14 10:05","pubTimestamp":1786673158,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股存储概念股持续走高，截至发稿，兆易创新 涨3.19%，澜起科技涨2.93%，伟仕佳杰涨1.31%。消息面上，8月13日，闪迪在2026年投资者日公布长期财务模型，提出了一系列2028财年至2030财年将要达到的财务目标。闪迪同时预计，调整后自由现金流利润率能够达到约50%。目前签署的NBM协议约覆盖2027财年比特出货量的50%，以及2028财年比特出货量的约三分之二。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988201","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0052750758.USD","LU1813983027.USD","LU0359202008.SGD","603986","LU0359201885.HKD","LU1328277881.USD","LU0314109678.HKD","03986","LU0708995583.HKD","LU2039709279.SGD","BK1163","LU0359201612.USD","LU0320764599.SGD","LU1023057109.AUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659219489","title":"开盘大涨！这个板块迎来多重利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2659219489","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659219489?lang=zh_cn&edition=full","pubTime":"2026-08-14 10:04","pubTimestamp":1786673079,"startTime":"0","endTime":"0","summary":"新一轮行情开启？","market":"fut","thumbnail":"https://img3.gelonghui.com/496b8-eaf900d4-c89e-4913-9056-1a7a94d74515.jpg?guru_height=2880&guru_width=5120&guru_size=889301","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/496b8-eaf900d4-c89e-4913-9056-1a7a94d74515.jpg?guru_height=2880&guru_width=5120&guru_size=889301"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6064175","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["TMSL","03986","COWG","LU1813983027.USD","LU1064131003.USD","LU1969619763.USD","SNDG","SNDQ","LU2063271972.USD","FSMD","LU2328871848.SGD","688981","LU0164939612.USD","LU0620787316.HKD","LU1580142542.USD","BK0102","BK0132","OPTZ","QQQG","SCHM","SGXZ49509284.SGD","SNDU","LU1861215975.USD","LU2148510915.USD","LU1861220033.SGD","CNAV","LU0082770016.USD","PTF","DISK","688449","SNDK","LU1064130708.USD","SNDC","LU2290526834.HKD","LU1934453819.USD","LU0274383008.USD","BK4170","LU1979443071.USD","LU0082770016.SGD","LU0588546209.SGD","LU1781817850.SGD","LU2039709279.SGD","SGXZ81163826.USD","LU0211977185.USD","FCUS","LU0963586101.USD","688766","00981","SCHA","LU2543165471.USD","SNXX","BK0214","LU2213484517.USD","LU0314109678.HKD","LU2360107168.USD","LU0054578231.USD","LU1328277881.USD","LU0307460666.USD","603986","688825","BK0125"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181663589","title":"异动解读｜兆易创新盘中上涨4.39%，存储上行周期延续叠加业绩高增长提振市场情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1181663589","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1181663589?lang=zh_cn&edition=full","pubTime":"2026-08-14 09:32","pubTimestamp":1786671159,"startTime":"0","endTime":"0","summary":"8月14日，兆易创新港股盘中上涨4.39%，报518.0港元，成交额2.18亿港元。公司上半年净利润预增约1099%，NOR Flash产品受益于端侧AI、汽车电子及AI服务器等下游需求拉动，量价齐升，行业供给相对紧张支撑价格温和上行。此外，SK海力士扩产消息亦为存储板块整体情绪提供支撑，公司将于8月18日审议中期业绩，市场对业绩确认存在期待。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659873351","title":"兆易创新成交额突破100亿元，现涨3.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659873351","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659873351?lang=zh_cn&edition=full","pubTime":"2026-08-13 10:34","pubTimestamp":1786588447,"startTime":"0","endTime":"0","summary":"兆易创新成交额突破100亿元，现涨3.66%","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608133840213514.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608133840213514.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1023057109.AUD","BK0132","LU0588546209.SGD","LU0314109678.HKD","LU0359202008.SGD","03986","SGXZ49509284.SGD","LU1934453819.USD","LU0307460666.USD","LU1969619763.USD","BK1163","LU0052750758.USD","LU1781817850.SGD","LU2328871848.SGD","LU0211977185.USD","BK0214","BK0125","LU0708995583.HKD","SGXZ81163826.USD","LU0359201885.HKD","LU0620787316.HKD","LU0082770016.SGD","LU1979443071.USD","LU0320764599.SGD","LU0274383008.USD","LU1328277881.USD","BK0102","LU0359201612.USD","LU0164939612.USD","603986","LU2039709279.SGD","LU1580142542.USD","LU2213484517.USD","LU0082770016.USD","LU1813983027.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171096895","title":"异动解读｜兆易创新盘中上涨3.88%，存储上行周期延续叠加SK海力士扩产利好提振情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1171096895","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1171096895?lang=zh_cn&edition=full","pubTime":"2026-08-13 09:30","pubTimestamp":1786584649,"startTime":"0","endTime":"0","summary":"8月13日，兆易创新港股盘中上涨3.88%，报533.5港元，成交额4534.73万港元。消息面上，摩根大通最新研究指出本轮存储上行周期可能持续至2028年底，全球DRAM bit需求未来三年分别增长约30%、31%和25%，同期供给增速仅约26.5%、24.4%和24.8%，供需缺口持续扩大。此外，公司上半年净利润预增约1099%，NOR Flash产品受益于端侧AI、汽车电子及AI服务器等下游需求拉动，量价齐升，行业供给相对紧张支撑价格温和上行。SK海力士扩产消息亦为存储板块整体情绪提供支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658497369","title":"美股存储股盘前普涨，闪迪涨超4%，港股科网股多数收跌，腾讯音乐跌超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658497369","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658497369?lang=zh_cn&edition=full","pubTime":"2026-08-12 17:25","pubTimestamp":1786526700,"startTime":"0","endTime":"0","summary":"8月12日美股盘前，道指期货涨0.01%，纳斯达克100指数期货涨0.38%，标普500指数期货涨0.13%。存储芯片股盘前集体上涨，闪迪涨超4%，SK海力士、美光科技、西部数据涨超3%。光通信板块盘前大涨，Lumentum涨超7%，Coherent涨超5%，应用光电涨超3%。CoreWeave盘前涨超17%，公司第二财季营收25.75亿美元，上年同期12.12亿美元。科网股多数下跌，腾讯音乐跌超12%，网易跌超5%，阿里巴巴跌超3%，京东集团、百度集团跌超2%，腾讯控股跌近2%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-12/doc-inimzytm3650194.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-08-12/doc-inimzytm3650194.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2471134796.USD","LU1439103000.SGD","LU0441854154.USD","HK0001040143.USD","BAI","LU0048597586.USD","LU0588545904.SGD","SOXX","LU2293587155.HKD","SG9999015986.USD","BABA","LU0289739343.SGD","BK0102","LU0648948544.HKD","BK4574","PSI","BK4614","BABO","LU1121112475.USD","LU0396098781.USD","LU1868837136.USD","LU0329678170.USD","LU0289960550.SGD","LU0605514214.HKD","FXL","BK4524","LU0164939612.USD","SMCI","IE00B067MR52.USD","LU0787776722.HKD","LU2168564149.EUR","BK4170","LU1226288097.SGD","LU0261950983.USD","LU0417516738.SGD","LU0455707207.USD","LU2476274308.USD","BK4553","LU2286300806.USD","BK4533","EMC","IE0008369823.USD","LU0577902371.SGD","IE00BK4W5M84.HKD","CNAV","LU1629891620.HKD","LU0106259558.USD","LU0327786744.USD","LU0541502299.USD","BK4527","LU0049112450.USD","LU0828237510.HKD","LU0109392836.USD","LU0315179316.USD","IE00B97KM107.HKD","LU1366334651.USD","BK4566","TRFK","03986","LU0540923850.HKD","BK1591","LU1778281490.HKD","SG9999014898.SGD","LU0456846285.SGD","LU1228905037.USD","LU0192582467.USD","LU1961090484.USD","HERO","LU0880133367.SGD","LU1515016050.SGD","LU0029875118.USD","LU0072461881.USD","LU1102505762.USD","LU0254981946.USD","LU0541501648.USD","LU2750360997.AUD","SNDC","IE00B19Z4B17.USD","LU1992135472.HKD","LU0689472784.USD","TME","FTEC","LU0106252389.USD","LU0117841782.USD","LU0359202008.SGD","PTF","LU0588545490.SGD","LU0072913022.USD","LU0594300419.USD","LU1861220033.SGD","HK0000151867.HKD","LU0553294199.USD","LU1807302812.USD","LU2251237306.USD","LU1770036033.HKD","AIS","LU0865486749.SGD","LU0572940350.SGD","BK1618","LU2237443978.SGD","LU2097828557.USD","LU0431992006.USD","LU0918141705.HKD","BK4554","LU0821914370.USD","LU1211504680.USD","LU2237443622.USD","IE00B031J352.USD","LU2360107168.USD","LU1323998911.USD","LU2750360641.GBP","BABX","LU0823038988.USD","LU0261947096.USD","LU0259732245.USD","LU0320765059.SGD","LU2265009873.SGD","EFIV","TCHmain","LU0651947912.USD","LU1548497426.USD","LU2168563687.JPY","BK4579","LU0786609619.USD","LU2471134523.USD","LU2294711713.HKD","LU2063271972.USD","LU0256863811.USD","IE00BQXX3C00.GBP","GAMR","NTES","XLK","09888","IE00B12V2V27.USD","SG9999001051.SGD","BK4514","BOBP","LU1674673691.USD","SG9999000418.SGD","LU1282648689.USD","LU1226288170.HKD","LU1814569148.SGD","LU1785774172.SGD","LU2008162690.USD","LU0792757196.USD","LU2458330243.SGD","LU3227948356.SGD","SG9999014906.USD","IE0003895053.USD","LU1675838814.USD","LU0052756011.USD","LU1551013425.SGD","IE00B7SZLL34.SGD","LU3063872942.SGD","BK4551","LU0417517546.SGD","MUZ","IE00BZ08YR35.GBP","BK4108","LU0531970944.HKD","BK4548","LU0572939691.SGD","LU0823414551.USD","LU0165289439.USD","LU0878004406.USD","LU0862451753.SGD","LU0708995153.HKD","BK4157","SG9999002562.SGD","LU0128522744.USD","LU0307460666.USD","IE00B29SXG58.USD","LU2152927971.USD","HK0000352382.USD","LU2247934214.USD","LU2756315318.SGD","LEGR","LU1655091459.SGD","LU2168564495.EUR","LU2294711473.HKD","LU0633140560.USD","LU0672654240.SGD","CRWU","BK1610","LU0651946864.USD","BK4587","SGXZ99366536.SGD","COHC","LU0588545730.USD","CRWV","LU2362541273.HKD","LU0326948709.USD","OPTZ","LU0456827905.SGD","LU0828237940.HKD","LU0210536198.USD","BK1614","LU1868838027.USD","LU0348805143.USD","LU1803068979.SGD","BK4577","LU0164872284.USD","LU0672654166.SGD","LU0310800965.SGD","LU0084288322.USD","LU2543165471.USD","LU2462611646.USD","LU0081259029.USD","LU1323610961.USD","FAI","SGXZ90724238.SGD","IE00BYTNYN87.SGD","SGXZ51526630.SGD","LU1328615791.USD","ARTY","BK0125","LU0823040885.USD","VGT","LU0011963245.USD","LU0039217434.USD","LU0320764755.SGD","LU0823041008.USD","LU0873338254.USD","SNDK","LU0831103253.SGD","LU1064130708.USD","SGXZ81163826.USD","LU1251922891.USD","BK4141","LU0269904917.USD","LU0545562505.USD","LU2272731865.HKD","IE00BF5LJ272.USD","LU2896262040.SGD","SMCL","LU2089985449.USD","IE00B5949003.HKD","LU1815336760.USD","LU1048588211.SGD","LU0164865239.USD","LU0315178854.USD","LU1868836591.USD","LU2403377893.USD","LU2458330169.SGD","LU2357305700.SGD","LU0543330566.HKD","LU0345776255.USD","LU2148611432.USD","LU1770034418.SGD","LU2250418816.HKD","LU0181495838.USD","BIDU","LU1044874839.SGD","LU1048596156.SGD","LU1242518931.SGD","LU0289961442.SGD","LU0053671581.USD","LU0157215616.USD","HK0000165453.HKD","BK4605","JGRO","603986","LU0823426480.USD","LU1810669033.SGD","LU1152091168.USD","IE00B66KJ199.SGD","LU1171460220.USD","FTXL","SG9999001424.SGD","LU0287142896.SGD","LU0229945570.USD","LU0784639295.USD","SG9999000327.SGD","SG9999001069.SGD","SG9999006514.SGD","LU1303224171.USD","LU0444971666.USD","BK1163","SNXX","BK1608","SGXZ49509284.SGD","EMCS","LU0210526637.USD","LU2471134952.CNY","SG9999018865.SGD","SG9999014880.SGD","SG9999002828.SGD","BK4220","LU0608807946.USD","IE0002270589.USD","DRGN","LU0359201612.USD","LU0128522157.USD","SMCX","LU0823397103.USD","LU1868836757.USD","LU2272731782.SGD","LU0708995401.HKD","LU1282649141.HKD","LU0143863198.USD","BK4148","IE00BPRC5H50.USD","LU1733274473.HKD","MU","BK4552","LU0082770016.SGD","LU0043850808.USD","688347","BK4535","SG9999001903.USD","LU0890818403.SGD","LU0683595622.HKD","DRMY","LU0823413587.USD","LU0994945656.USD","BK4122","LU0348784397.USD","LU1267930227.SGD","LU0169518387.USD","LU0820561909.HKD","LU1861559042.SGD","QQQG","LU0949170772.SGD","LU1439102457.SGD","LU1196710864.SGD","AIQ","LU0633140727.USD","LU0348814723.USD","LU2087589342.USD","LU0205193047.USD","LU0348735423.USD","XNTK","LU1242518857.USD","CRWG","LU1003077747.HKD","LU0856984785.SGD","LU0823039010.USD","LU1228905540.USD","LU1580142542.USD","LU2471134879.HKD","LU1781817850.SGD","LU0348827113.USD","BK4565","DISK","FCUS","JEMA","LU0320764243.SGD","SOCL","LU0029874905.USD","LU2097828631.EUR","IE00B5MMRT66.SGD","LU0572944931.SGD","LU0054578231.USD","LU0675040207.SGD","LU2051468812.USD","LU0449515922.USD","LU0531971595.HKD","LU1196710195.USD","BK1609","BK4558","CGGO","LU0106261612.USD","HK0000352291.HKD","HK0000306701.USD","LU0516422440.USD","LU2778985437.USD","LU1934453819.USD","LU2226246903.HKD","LUMA","IE0001KFT4U8.USD","SMCY","LU1861558580.USD","LU2168564222.USD","USXF","LU0006061336.USD","LU0963586101.USD","SG9999006597.SGD","LU2931357623.SGD","LU1069347547.HKD","IE00B8L5B284.USD","LU0985320562.USD","IE0009356076.USD","LU0109391861.USD","LU0516423091.SGD","LU0323591593.USD","HBMX","LU0708995583.HKD","LU0175139822.USD","SG9999000459.SGD","LU0611395673.USD","LU1804176565.USD","688981","LU0211977185.USD","LU1008478684.HKD","LU0640476718.USD","LITX","LU1691799644.USD","AAXJ","LU0106959298.USD","LU0188438112.USD","LU0348723411.USD","LU1235294995.USD","LU0056508442.USD","LU2357125470.USD","LDEM","HTCD.SI","LU2023250504.SGD","LU0140636845.USD","LU0235996351.USD","LU1734074674.USD","IE0003851619.USD","HK0000914686.HKD","LU1064131003.USD","SNDU","IE00BWXC8680.SGD","LU0326950275.SGD","LU0231483743.USD","LU2048586759.USD","LU0196878994.USD","FSMD","IE00BJLML261.HKD","LU2211815571.USD","LU0061475181.USD","KBAB","LU1267930730.SGD","BK4077","00700","09618","LU0577902298.EUR","LU1861215975.USD","BK4602","BK1615","LU2237443895.HKD","BK4538","LU1282649067.USD","IE00B8HQ1Z84.USD","LU1981816686.USD","IE00BK4W5L77.USD","LU1224709979.USD","LU0469268626.HKD","LU1235295612.USD","LU0449509016.USD","CHPX","LU1366333091.USD","LU0964807845.USD","LU1267930813.SGD","COHX","LU1043141396.HKD","JD","LU1868837300.USD","LU0012050646.USD","LU0348788117.USD","IE00BGHQDM52.EUR","BBYY","01698","09999","LU0127658192.USD","LU0509642566.USD","LU1102505929.USD","IE00BQXX3F31.USD","AIFD","IE00BGV7N243.SGD","IE0009570106.USD","KJD","IE00B543WZ88.USD","LU0889565833.HKD","LU1226287529.USD","LU2237443549.SGD","IE00BKDWB100.SGD","IE0008368742.USD","SG9999002463.SGD","LU0683600562.USD","LU0061477393.USD","LU0823397285.USD","LU2362540622.SGD","COHH","CWII","LU0444973449.USD","LU0251143458.SGD","LU1043141123.HKD","LU0791590937.USD","IE00BZ08YT58.USD","LU1568876335.HKD","BK4581","BK1516","LU0634319403.HKD","LU2322448791.USD","LU0348783233.USD","LU0345775950.USD","LU1969619763.USD","FOTO","FFEM","BK4607","LU1642822792.SGD","IE00B19Z3581.USD","BK1607","LU0828238088.HKD","LU0345769128.USD","LU0054450605.USD","LU0163747925.USD","LU0240878834.USD","LU1152091754.HKD","LU1720051017.SGD","LU1642822529.SGD","BK4531","IXN","LU1568876251.USD","LU2125910500.SGD","LU0898667661.SGD","HK0000914660.USD","SNDG","BK4504","SG9999003461.SGD","BK4575","LU0417516571.SGD","LU2362541513.USD","00981","ONLN","IE0031619046.USD","IE00BVYPNP33.GBP","LU0608807433.USD","LU0859254822.USD","LU2177674079.SGD","LU1048484197.HKD","LU0228659784.USD","LU0048580855.USD","LU1718418525.SGD","LU0642271901.SGD","SMYY","LU1688375341.USD","IE0008368411.USD","LU2360106780.USD","LU0650527681.SGD","LU0738912210.USD","LU1481107354.HKD","LU0516422952.EUR","LU1769817096.USD","BK1517","LU0943347566.SGD","BK4116","LU0173614495.USD","COHR","LU0264606111.USD","LU0819121731.USD","LU0426417589.USD","WDCX","LU1196710351.USD","SG9999004220.SGD","BK1095","LU0878005551.USD","LU2290526834.HKD","SGXZ31699556.SGD","LU0918141887.USD","CNEQ","LU0328353924.USD","BK4571","LU1044876610.USD","LU0797268264.HKD","ALBmain","HK0000320264.USD","LU0502904849.HKD","LU2097828714.EUR","LU0819123356.HKD","LU1282651121.HKD","LU1551013342.USD","LU0820562030.AUD","TCHI","LU0244354667.USD","LU0211331839.USD","LU0823426308.USD","LU1105468828.SGD","LU0051755006.USD","LU0384037296.USD","LU0516422366.SGD","LU0561508036.HKD","LU1328277881.USD","LU1979443071.USD","LU2279701549.SGD","LU0128525689.USD","CXSE","LU0203347892.USD","BK1526","TTXU","LU0882747503.HKD","BK4526","LU0154236417.USD","LU0501845795.SGD","LU2133065610.SGD","SCHA","SGXZ81514606.USD","LU0072462343.USD","LU2322448957.HKD","LU2498475776.HKD","SOXQ","LU1883866441.USD","LU0117844026.USD","BK0214","SG9999007991.SGD","LU0256863902.USD","LU0096364046.USD","LU2125910849.SGD","LU0047713382.USD","SCHM","LU1989764748.USD","LU0463099449.HKD","LU2168564065.EUR","LU2473716301.USD","BK0132","LU1316542783.SGD","LU1366334578.USD","BABU","IETC","LU0266013472.USD","BK1586","LU0414403682.SGD","LU1051769294.HKD","SNDQ","CORD","CHAT","EEMX","LU0274383008.USD","LU0133085943.USD","LU0314109678.HKD","LU2476274720.SGD","SG9999001226.SGD","BK4612","LU1226288253.USD","IE0034224299.USD","LU1046422090.SGD","BK4020","LU0320764599.SGD","LU0238689110.USD","BIDG","BK4534","IE00BSNM7G36.USD","LU1035773651.USD","BK1589","BK4563","LU0719512351.SGD","LU1629966141.USD","SG9999014674.SGD","LU1794554557.SGD","IE00BVYPNQ40.USD","LU0577902611.USD","LU1188198961.HKD","LU2249611893.SGD","BK4543","LU2317271919.USD","LU0499858438.USD","LU2023250330.USD","LU0823414478.USD","LU2054465674.USD","IE0032431581.USD","LU2399975544.HKD","LU2357627491.SGD","IE00B0JY6N72.USD","LU0426412945.USD","LU2449936058.SGD","MUU","SPRX","LU0228367735.SGD","CWVX","LU1044875133.USD","LU0543330483.HKD","LU2106854487.HKD","LU0345769631.USD","IE00B0169N27.USD","LU0348825331.USD","LU1719994722.HKD","IE00BFMHRM44.USD","LU1868836914.USD","FDNI","LITE","LU1226287792.SGD","SG9999001689.USD","LU1224444064.USD","LITG","LU2251237488.HKD","IE00B031HY20.USD","LU1720051108.HKD","LU1868837722.USD","LU1852331112.SGD","BK4085","LU1145028129.USD","LU0205194284.USD","SG9999018857.SGD","LU0862451837.USD","LU0979878070.USD","IE00B0169L03.USD","LU0048388663.USD","LU0456842615.SGD","LU0820561818.USD","LU1674673428.USD","BK4502","BKF","LAZR","LU0214875030.USD","LU0661504455.SGD","COWG","LU0823413660.USD","HK0001040168.HKD","LU0594300179.USD","LU0107464264.USD","LU1226287875.USD","WDC","LU0499858602.USD","LU0871576103.HKD","LU0620787316.HKD","LU1115378108.SGD","BK1502","IE0031814852.USD","MUYY","09988","SG9999017495.SGD","LU2097828805.USD","NERD","LU0251144936.SGD","LU0240877869.USD","LU0210527791.USD","SG9999015978.USD","BIDD","IE00BZ08YS42.EUR","LU2279858448.HKD","RULE","SMCZ","MULL","JADE","LU0348816934.USD","IE00B3M56506.USD","LU0476273544.USD","LU0162691827.USD","LU0082616367.USD","LU0516423174.USD","LU2328871848.SGD","LU0737861699.HKD","LU1280957306.USD","LU1046421795.USD","LU0049853897.USD","EGGY","XSOE","LU2039709279.SGD","WLDR","SMCC","LU1725190679.HKD","LU0203345920.USD","LU2045819591.USD","LU0132412106.USD","CHPS","LU0511384066.AUD","LU0737861772.HKD","LU2102340556.USD","LU2506951792.HKD","TMSL","LU0791591158.USD","ODDS","LU2242644610.SGD","01347","ESPO","BK4532","LU1823568750.SGD","LU0488056044.USD","LU1868837565.USD","LU2756315664.SGD","LU0700851271.USD","LU0210533765.USD","LU1951186391.HKD","SG9999015945.SGD","LU0972618739.USD","LU1989764664.SGD","LU0589944569.HKD","SG9999015952.SGD","WUGI","LU1720050803.USD","LU1733274390.USD","LU1769817179.HKD","LU1813983027.USD","LU1993786604.SGD","LU1956131251.USD","TCEHY","LU1282649810.SGD","BK4505","IE0032834883.USD","LU2213484517.USD","BK4503","BK4512","IE00BMCWC346.EUR","BK1521","LU0080751232.USD","LU2237443382.USD","HK0000306685.HKD","LU0054237671.USD","LU1914381329.SGD","LU1282651048.USD","LU0593848301.USD","SG9999011746.SGD","DRAG","LU0588546209.SGD","LU2237443465.HKD","LU0370786039.SGD","BK4585","LU2272731600.USD","LU0274383776.USD","LU0738911758.USD","KBDU","HK0000320223.HKD","IE00BQXX3D17.EUR","IE00B7SZL793.SGD","LU0957808578.USD","FDTX","BK4588","LU0082770016.USD","BK1531","LU0149534421.HKD","LU0889566641.SGD","LU0164880469.USD","LU0577902538.SGD","IE00B1XK9C88.USD","LU0070217475.USD","LU1808992512.USD","LU1831875114.USD","LU0545039389.USD","LU1960683339.HKD","LU1023057109.AUD","SG9999001846.SGD","SG9999013353.USD","LU0067412154.USD","SG9999014914.USD","LU0607220059.USD","LU1880383366.USD","IE0003795394.USD","MIC","IE00B19Z3B42.SGD","LU0868486357.SGD","LU2213496289.HKD","IE00BYQNZ168.SGD","LU2257852520.SGD","LU0886674414.USD","LU1974910355.USD","LU0640798160.USD","CLIX","IE00BYV24P56.USD","LU0359201885.HKD","SHOC","LU2148510915.USD","SMH","LU1504937902.USD","LU2097828474.EUR","BK4501","LU0052750758.USD","LU1051768304.USD","MUD","LU0096374516.USD","IE000M9KFDE8.USD","GB00BDT5M118.USD","BABW","IE0034235303.USD","LU0417516902.SGD","LU0149721374.USD","LU0329678337.USD","LU0143863784.USD","LU0577902454.USD","BK4509","LU1917777945.USD","LU1992135399.USD","KWEB","EMSF","LU0293314216.USD","LU1880383440.USD","IE00B031HW06.USD","SG9999001093.SGD","LU0348783662.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658171927","title":"智通AH统计|8月12日","url":"https://stock-news.laohu8.com/highlight/detail?id=2658171927","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658171927?lang=zh_cn&edition=full","pubTime":"2026-08-12 16:15","pubTimestamp":1786522505,"startTime":"0","endTime":"0","summary":"东北电气0.2412.251020.33%74.06%浙江世宝3.91515.13362.84%16.88%弘业期货2.3007.82307.39%9.97%中石化油服0.6552.22306.11%-8.99%复旦张江2.5057.93279.24%5.83%安德利果汁21.16066.61277.08%-25.38%南京熊猫电子股份3.45010.25255.94%20.79%晨鸣纸业0.6501.93255.38%-8.27%凯盛新能2.4207.15253.72%7.62%京城机电股份3.0758.73240.16%15.98%. 宁德时代654.000393.93-27.85%-0.33%药明康德198.900158.38-4.62%-0.24%兆易创新515.000413.17-3.90%-4.40%招商银行48.02038.79-3.25%0.13%中际旭创1109.000921-0.53%-6.08%潍柴动力36.40031.313.02%3.34%美的集团96.10084.485.30%-1.43%立讯精密63.65057.357.92%-12.58%紫金矿业35.92033.5811.97%-2.70%中国平安55.55052.4513.09%0.92%. 备注：以上数据由智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准确；偏离值为当前溢价率与该股过去30天平均溢价率的差值。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478939.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00042","00300","399300","06745","02338","02899","06655","00763","03308","00991","IE0031814852.USD","01989","EWH","01057","03145","01108","01688","PNGAY","LU0128522157.USD","601318","02768","02359","03750","HPAD.SI","LU0051755006.USD","LU0856984785.SGD","02318","02475","01033","06693","03200","01349","02218","02691","06067","159982","06613","00187","03993","00553","01812","03968","03678","03986","LU0210526637.USD","03143","PAImain","82318","02865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658092895","title":"存储概念股午前涨幅居前 澜起科技及兆易创新均涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658092895","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658092895?lang=zh_cn&edition=full","pubTime":"2026-08-12 11:22","pubTimestamp":1786504920,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端存储概念股午前涨幅居前，截至发稿，澜起科技（06809）上涨5.79%，报278.20港元；兆易创新（03986）上涨5%，报514.50港元；南方两倍做多三星电子（07747）上涨17.30%，报77.04港元。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-12/doc-inimzqcp6910665.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1303224171.USD","LU1969619763.USD","688008","LU1880383366.USD","BK0132","BK0102","LU2778985437.USD","LU2495084118.USD","LU0052750758.USD","LU0828238088.HKD","LU0359201612.USD","LU1770034418.SGD","LU0067412154.USD","LU1807302812.USD","LU2289578879.USD","LU2213484517.USD","LU0708995583.HKD","LU1997244956.HKD","LU0501845795.SGD","LU0880133367.SGD","LU1997245177.USD","LU0314109678.HKD","LU1960683339.HKD","LU0269904917.USD","LU0082770016.USD","LU0572944931.SGD","06809","603986","SGXZ49509284.SGD","LU0588546209.SGD","LU1328277881.USD","LU2039709279.SGD","91210","LU1152091754.HKD","SGXZ81163826.USD","LU0072913022.USD","03986","BK1163","LU0307460666.USD","LU1023057109.AUD","LU0327786744.USD","LU0828237510.HKD","LU1979443071.USD","LU1997245094.SGD","LU1719994722.HKD","LU0620787316.HKD","LU1813983027.USD","LU0320764599.SGD","LU1781817850.SGD","LU1251922891.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188778761","title":"异动解读 | 存储上行周期叠加SK海力士扩产利好，兆易创新盘中大涨5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188778761","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1188778761?lang=zh_cn&edition=full","pubTime":"2026-08-12 11:04","pubTimestamp":1786503876,"startTime":"0","endTime":"0","summary":"兆易创新今日盘中大幅拉升，涨幅达5.00%，引发市场广泛关注。此外，兆易创新近期获海外机构密集调研，公司表示NOR Flash行业受益于端侧AI、汽车电子、AI服务器等下游带动，需求保持良好增长，叠加行业供给相对紧张，价格温和上行。公司上半年净利润预增约1099%，存储芯片产品量价齐升。公司全资子公司近日以1亿美元认购云锋Investment V基金25%份额，进一步强化全球科技产业布局。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658928850","title":"港股异动 | 存储概念股涨幅居前 内存长协扩散至二三线厂商 存储行业仍保持较高景气度","url":"https://stock-news.laohu8.com/highlight/detail?id=2658928850","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658928850?lang=zh_cn&edition=full","pubTime":"2026-08-12 10:51","pubTimestamp":1786503095,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["LU1960683339.HKD","LU0501845795.SGD","LU1807302812.USD","LU1993786604.SGD","LU1328277881.USD","LU1152091754.HKD","LU0067412154.USD","LU0708995583.HKD","03986","LU2039709279.SGD","BK1163","LU0072913022.USD","LU0359202008.SGD","06809","LU1152091168.USD","07747","LU1023057109.AUD","LU0359201885.HKD","LU1813983027.USD","LU0320764599.SGD","LU1008478684.HKD","LU0880133367.SGD","LU0359201612.USD","LU0314109678.HKD","LU0052750758.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658297947","title":"存储概念股扬升 澜起科技（06809）涨4.18% SK海力士重启中国大连NAND闪存生产基地工厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2658297947","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658297947?lang=zh_cn&edition=full","pubTime":"2026-08-12 09:58","pubTimestamp":1786499931,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股存储概念股延续升势，截至发稿，澜起科技（06809）涨4.18%，兆易创新（03986）涨2.96%。消息面上，隔晚美股存储芯片板块向好，带动港股板块情绪。其中，SK海力士ADR涨超4%，闪迪、希捷科技涨超2%。此外，SK海力士宣布重启中国大连NAND闪存生产基地2号工厂的建设，将产能扩大约50%。大连2号工厂于4年前动工，但受存储器行业低迷影响，工程长期处于停滞状态。该公司新近计划在今年年底前引入半导体生产设备，并于明年上半年正式投产。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987985","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SKHZ","SKHYV","LU0359201885.HKD","LU0501845795.SGD","LU1008478684.HKD","BK1163","LU1152091754.HKD","LU1960683339.HKD","LU1328277881.USD","LU1807302812.USD","LU0320764599.SGD","LU1813983027.USD","LU2039709279.SGD","LU1023057109.AUD","BK4141","SKHU","688008","LU1993786604.SGD","SKUU","SKHY","LU0708995583.HKD","LU0359201612.USD","LU1152091168.USD","HYNX","LU0052750758.USD","06809","LU0314109678.HKD","LU0880133367.SGD","LU0072913022.USD","SK","SKHA","03986","SKHX","SKDD","603986","LU0067412154.USD","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164625992","title":"异动解读｜兆易创新盘中上涨3.47%，摩根大通看多存储上行周期或延续至2028年底","url":"https://stock-news.laohu8.com/highlight/detail?id=1164625992","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1164625992?lang=zh_cn&edition=full","pubTime":"2026-08-12 09:46","pubTimestamp":1786499208,"startTime":"0","endTime":"0","summary":"8月12日，兆易创新港股盘中上涨3.47%，报507.0港元，成交额2.63亿港元。消息面上，摩根大通最新研究指出，本轮存储上行周期可能持续至2028年底，全球DRAM bit需求将在未来三年分别增长约30%、31%和25%，同期供给增速仅约26.5%、24.4%和24.8%，供需缺口持续扩大。（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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658667299","title":"存储概念盘中多个股转涨 澜起科技（06809）涨6.44%、兆易创新（03986）涨4.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658667299","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658667299?lang=zh_cn&edition=full","pubTime":"2026-08-11 11:04","pubTimestamp":1786417450,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股存储概念盘中多个股跌转涨，截至发稿，南方两倍做多三星电子 涨6.39%，澜起科技涨6.44%，兆易创新涨4.09%。另摩根大通新近研究称，本轮存储上行周期可能持续至2028年底，其持续时间将远远超过过去二十年的普通存储周期。摩根大通还预计，全球DRAMbit需求将在2026年、2027年和2028年分别增长约30%、31%和25%，同期供给增速仅约26.5%、24.4%和24.8%。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987909","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1303224171.USD","LU1880383440.USD","LU1969619763.USD","688008","LU0359202008.SGD","LU0274383008.USD","LU2778985437.USD","LU2495084118.USD","LU0052750758.USD","LU0164939612.USD","LU0359201885.HKD","LU0828238088.HKD","LU0359201612.USD","LU1934453819.USD","BK0125","LU1770034418.SGD","LU1807302812.USD","LU0456842615.SGD","LU0211977185.USD","LU0708995583.HKD","LU1997244956.HKD","LU2476274308.USD","LU0880133367.SGD","LU1997245177.USD","07747","LU2328871848.SGD","LU1993786604.SGD","LU1580142542.USD","LU0082770016.USD","LU0572944931.SGD","06809","LU1152091168.USD","603986","SGXZ49509284.SGD","BK0214","LU2039709279.SGD","91210","LU0072913022.USD","03986","LU2476274720.SGD","LU1023057109.AUD","LU0327786744.USD","LU1979443071.USD","LU1997245094.SGD","LU1719994722.HKD","LU1008478684.HKD","LU1813983027.USD","LU0320764599.SGD","LU1781817850.SGD","LU1251922891.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101022936","title":"异动解读｜兆易创新盘中上涨3.09%，子公司斥资1亿美元参投境外科技PE基金强化全球布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1101022936","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1101022936?lang=zh_cn&edition=full","pubTime":"2026-08-11 10:41","pubTimestamp":1786416080,"startTime":"0","endTime":"0","summary":"8月11日，兆易创新港股盘中上涨3.09%，报516.5港元，成交额7.97亿港元。消息面上，公司8月10日公告，全资子公司GigaDevice Semiconductor Ltd.以自有资金1亿美元认购Yunfeng Investment V, L.P.基金25%份额，该基金总规模4亿美元，重点关注科技领域相关公司，存续期为10年。公司表示此次投资将有助于推动公司发展和加强产业全球战略布局。此外，葛卫东夫妇二季度以来逆市加仓121万股、存储供不应求格局有望延续至2027年等利好因素持续支撑市场情绪，公司将于8月18日审议中期业绩。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658293474","title":"兆易创新（603986）披露参与投资境外私募股权投资基金公告，8月10日股价下跌3.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658293474","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658293474?lang=zh_cn&edition=full","pubTime":"2026-08-10 22:00","pubTimestamp":1786370426,"startTime":"0","endTime":"0","summary":"截至2026年8月10日收盘，兆易创新报收于403.03元，较前一交易日下跌3.36%，最新总市值为2828.24亿元。该股当日开盘415.43元，最高422.3元，最低391.14元，成交额达255.98亿元，换手率为9.51%。近日，兆易创新发布《关于参与投资境外私募股权投资基金的公告》。本次交易不构成关联交易，未构成重大资产重组，无需提交公司董事会或股东会审议。投资周期长，存在收益不及预期或退出困难的风险。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081000033451.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2328871848.SGD","LU1813983027.USD","LU1979443071.USD","LU0082770016.USD","LU1781817850.SGD","BK0132","LU2213484517.USD","LU0588546209.SGD","LU0211977185.USD","LU2039709279.SGD","BK0125","LU0307460666.USD","LU0320764599.SGD","SGXZ81163826.USD","LU0708995583.HKD","LU0314109678.HKD","603986","LU1934453819.USD","LU0164939612.USD","LU0620787316.HKD","SGXZ49509284.SGD","LU1328277881.USD","BK1163","LU0274383008.USD","LU0359201612.USD","BK0214","LU0359201885.HKD","LU1023057109.AUD","BK0102","LU0052750758.USD","03986","LU1580142542.USD","LU0082770016.SGD","LU0359202008.SGD","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147623711","title":"兆易创新（03986）全资子公司出资1亿美元参投云锋 Investment V 基金 占比25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1147623711","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1147623711?lang=zh_cn&edition=full","pubTime":"2026-08-10 18:41","pubTimestamp":1786358474,"startTime":"0","endTime":"0","summary":"2026年8月11日，兆易创新科技集团股份有限公司公告称，其全资子公司GigaDevice Semiconductor Ltd.已于2026年8月10日与Yunfeng Investment V, Ltd.签署《认购协议》，以自有资金1亿美元认购Yunfeng Investment V, L.P. 25.00%的基金份额。公告显示，Yunfeng Investment V, L.P.基金规模为4亿美元，组织形式为有限合伙企业，成立日期为2026年7月3日，存续期自最终交割日起至第十个周年日，可延长两次、每次一年。普通合伙人Yunfeng Investment V, Ltd.认缴出资额为0美元。公司将持续关注基金运作情况，并按规定履行信息披露义务。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03986"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.gigadevice.com","stockEarnings":[{"period":"1week","weight":0.0133},{"period":"1month","weight":-0.2729},{"period":"3month","weight":-0.079},{"period":"6month","weight":0.3566},{"period":"1year","weight":2.0926},{"period":"ytd","weight":2.0926}],"compareEarnings":[{"period":"1week","weight":-0.0052},{"period":"1month","weight":0.0434},{"period":"3month","weight":-0.0218},{"period":"6month","weight":-0.0441},{"period":"1year","weight":-0.0085},{"period":"ytd","weight":-0.0091}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"兆易创新科技集团股份有限公司是一家主要从事集成电路的设计和研发的中国公司。该公司的产品包括非易失性半导体存储芯片（Flash）、利基型动态随机存取存储器（DRAM）、微控制器（MCU）、模拟芯片及传感器芯片等多样化芯片产品。该公司的产品主要应用于消费电子、汽车、工业应用（如工业自动化、储能及电池管理）、个人电脑（PC）及服务器、物联网（IoT）、网络通信等领域。该公司在中国国内和海外市场开展业务。","exchange":"SEHK","name":"兆易创新","nameEN":"GIGADEVICE"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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},"pagemeta":{"title":"兆易创新(03986)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供兆易创新(03986)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"兆易创新,03986,兆易创新股票,兆易创新股票老虎,兆易创新股票老虎国际,兆易创新行情,兆易创新股票行情,兆易创新股价,兆易创新股市,兆易创新股票价格,兆易创新股票交易,兆易创新股票购买,兆易创新股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"兆易创新(03986)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供兆易创新(03986)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}