港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 消息面上，兆易创新宣布推出新一代GD32H7系列MCU，包含GD32H789/779系列MCU，以及集成 EtherCAT®从站控制器GD32H78E/77E系列MCU。GD32H78E/77E、GD32H789/779系列MCU均基于 Cortex®-M7内核，主频达750MHz。该系列芯片最高可支持2MB Execution Flash与8MB Storage Flash， 并搭载1.2MB的SRAM。 1月22日，兆易创新A股一度涨超4%，H股一度涨超11%报361港元，创上市新高。 ...

Group 1 - The semiconductor industry is benefiting from the growth in AI demand, with major companies like TSMC and Samsung accelerating capacity expansion, leading to increased investment in the supply chain [1] - Guolian Securities indicates that the domestic CPU industry chain is accelerating its localization, with companies like Haiguang Information and Loongson receiving policy and market support, and the market size is expected to reach hundreds of billions [1] - Guotai Junan Electronics believes that AI agent technology is driving the growth in CPU demand, requiring companies like Intel and AMD to optimize their architectures for high-concurrency AI tasks, with data centers and edge computing becoming key growth points [1] Group 2 - Zheshang Securities points out that the storage industry is experiencing structural opportunities driven by AI technology, with Dongxin Co. enhancing its "storage-computing integration" capabilities through Wi-Fi 7 chip and high-performance GPU developments [2] - Pacific Securities emphasizes that TSMC's massive capital expenditure indicates a positive outlook for the AI industry chain, suggesting that domestic equipment and material manufacturers will encounter structural opportunities as the localization replacement window opens [2]

格隆汇1月22日｜兆易创新A股一度涨超4%，H股一度涨超11%报361港元，创上市新高。消息面上，兆 易创新宣布推出新一代GD32H7系列MCU，包含GD32H789/779系列MCU，以及集成EtherCAT®从站控 制器GD32H78E/77E系列MCU。GD32H78E/77E、GD32H789/779系列MCU均基于Cortex®-M7内核，主 频达750MHz。该系列芯片最高可支持2MB Execution Flash与8MB Storage Flash，并搭载1.2MB的 SRAM。 ...

Core Viewpoint - The Hang Seng Technology Index increased by 1%, while the Hang Seng Index rose by 0.72%, indicating a positive market sentiment towards technology stocks [1] Group 1: Market Performance - The Hang Seng Technology Index saw a rise of 1% [1] - The Hang Seng Index experienced an increase of 0.72% [1] Group 2: Stock Performance - Chip stocks showed strong performance, with兆易创新 (Zhaoyi Innovation) rising by 9% [1] - 英诺赛科 (InnoCare) increased by over 6% [1] - ASMPT saw a rise of nearly 6% [1] - 华虹半导体 (Huahong Semiconductor) gained 4% [1]

值得一提的是，1月22日，兆易创新宣布正式推出新一代GD32H7系列超高性能MCU，包含 GD32H789/779系列超高性能通用MCU，以及集成EtherCAT®从站控制器GD32H78E/77E超高实时性系 列MCU，该系列产品基于Arm® Cortex®-M7内核，主频高达750MHz，配备高速大容量内存架构及 640KB可与CPU同频运行紧耦合内存（TCM），实现了高性能、低动态功耗与高速通信的有机统一。 智通财经获悉，兆易创新(03986)高开逾7%，高见349港元较招股价累涨1.15倍。截至发稿，涨7.45%， 报349港元，成交额917.87万港元。 消息面上，美股存储概念股周二全线飙涨，其中闪迪暴涨超10%再创新高，2026年迄今累计涨幅超过 111%。据科创板日报援引其他媒体报道，供应链指出，存储大厂华邦电、南亚科目前对外签订的长期 供货合约（LTA），模式多为"锁量不锁价"，时间由一年期拉长至至少两年起，部分大客户甚至谈到接 近2030年的长期合作框架。招商证券称，AI需求增长持续高于产能扩张速度，其他消费类存储和利基 型存储受到产能挤压和下游恐慌备货等因素，价格涨幅也远超常规水平。 本文 ...

本文源自：金融界AI电报 兆易创新A股一度涨超4%，H股一度涨超11%报361港元，创上市新高。 ...

消息面上，美股存储概念股周二全线飙涨，其中闪迪暴涨超10%再创新高，2026年迄今累计涨幅超过 111%。据科创板日报援引其他媒体报道，供应链指出，存储大厂华邦电、南亚科目前对外签订的长期 供货合约(LTA)，模式多为"锁量不锁价"，时间由一年期拉长至至少两年起，部分大客户甚至谈到接近 2030年的长期合作框架。招商证券称，AI需求增长持续高于产能扩张速度，其他消费类存储和利基型 存储受到产能挤压和下游恐慌备货等因素，价格涨幅也远超常规水平。 值得一提的是，1月22日，兆易创新宣布正式推出新一代GD32H7系列超高性能MCU，包含 GD32H789/779系列超高性能通用MCU，以及集成EtherCAT从站控制器GD32H78E/77E超高实时性系列 MCU，该系列产品基于Arm Cortex-M7内核，主频高达750MHz，配备高速大容量内存架构及640KB可 与CPU同频运行紧耦合内存(TCM)，实现了高性能、低动态功耗与高速通信的有机统一。 兆易创新（603986）(03986)高开逾7%，高见349港元较招股价累涨1.15倍。截至发稿，涨7.45%，报349 港元，成交额917.87万港元。 ...

Group 1 - The stock prices of several companies have shown significant increases, with兆易创新 (03986.HK) rising by 7.45% [1] - 英诺赛科 (02577.HK) experienced a gain of 5.62% [1] - 华虹半导体 (01347.HK) saw an increase of 2.93% [1] - 上海复旦 (01385.HK) reported a rise of 1.51% [1]

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Zhaoyi Innovation (03986), which opened over 7% higher and reached a peak of 349 HKD, marking a cumulative increase of 115% from its IPO price [1] - The article notes that U.S. storage stocks surged, with SanDisk experiencing a more than 10% increase, and a year-to-date gain exceeding 111% as of 2026 [1] - Supply chain reports indicate that major storage manufacturers, such as Winbond and Nanya Technology, have extended their long-term supply agreements (LTA) from one year to at least two years, with some clients discussing frameworks extending close to 2030 [1] Group 2 - According to招商证券, the demand for AI continues to grow at a pace that outstrips production capacity, leading to price increases in consumer storage and niche storage due to capacity constraints and downstream panic stocking [1] - On January 22, Zhaoyi Innovation announced the launch of its new GD32H7 series ultra-high-performance MCUs, which include the GD32H789/779 series and the GD32H78E/77E series, featuring a high frequency of up to 750 MHz and advanced memory architecture [1] - The new MCU series is based on the Arm Cortex-M7 core, achieving a balance of high performance, low dynamic power consumption, and high-speed communication [1]

1月22日，兆易创新宣布推出新一代GD32H7系列MCU，包含GD32H789/779系列MCU，以及集成 EtherCAT®从站控制器GD32H78E/77E系列MCU。GD32H78E/77E、GD32H789/779系列MCU均基于 Cortex®-M7内核，主频达750MHz。该系列芯片最高可支持2MB Execution Flash与8MB Storage Flash， 并搭载1.2MB的SRAM。 ...