兆易创新涨超7% 存储涨价持续 机构看好公司业绩持续增长

Core Viewpoint - The stock of Zhaoyi Innovation (603986) has risen over 7%, driven by strong demand from AI clients and limited supply in the memory market, leading to an expected increase in storage prices throughout the year [1] Group 1: Company Performance - Zhaoyi Innovation's stock price increased by 7.41%, reaching 414.8 HKD, with a trading volume of 349 million HKD [1] - The company is expected to maintain its leading position in the memory chip sector due to ongoing advancements in storage chip processes and product iterations [1] Group 2: Industry Trends - Hynix reported that it cannot meet all customer demands, indicating a tight supply situation in the DRAM and NAND markets, with inventory levels down to approximately 4 weeks [1] - Hynix anticipates that the current supply-demand tightness in traditional DRAM could lead to more favorable terms for its HBM (High Bandwidth Memory) business by 2027 [1] - Huajin Securities noted that the memory cycle is steadily improving, and as major DRAM manufacturers shift their production capacity, there is potential for Zhaoyi Innovation to replicate the growth path of Nor Flash [1]