兆易创新涨超4% 存储巨头闪迪第二财季业绩超预期

Core Viewpoint - The strong demand for storage chips driven by the artificial intelligence sector is highlighted, as evidenced by SanDisk's impressive earnings report, which exceeded market expectations, leading to a significant increase in its stock price [1] Group 1: Company Performance - Zhaoyi Innovation (兆易创新) shares rose over 4%, reaching HKD 345.2, with a trading volume of HKD 294 million [1] - SanDisk's fiscal Q2 2026 earnings report showed performance and guidance that surpassed market expectations, contributing to a surge in its stock price by over 21% in after-hours trading [1] Group 2: Industry Trends - The ongoing price increase in storage chips is noted, with major manufacturers like Hynix, Samsung, and Western Digital reporting strong earnings recently [1] - Huajin Securities' recent report indicates that the storage cycle is steadily improving, and Zhaoyi Innovation is advancing its storage chip technology and product iterations, particularly in NOR Flash, which is expected to maintain its leading position [1] - The potential for customized DRAM to create additional growth opportunities is highlighted, alongside the expansion of Zhaoyi Innovation's MCU and sensor businesses, which are expected to benefit from the trends in consumer electronics, automotive electronics, and industrial applications [1]