兆易创新H股冲高回落 盘中一度创新高

Group 1 - The stock price of Zhaoyi Innovation reached a new high of 450 HKD per share before retreating, closing at 428 HKD per share with a 10.82% increase [1] Group 2 - SK Hynix's management indicated that the global memory chip industry has transitioned to a seller's market, driven by strong demand from AI infrastructure and supply constraints [4] - SK Hynix predicts that memory chip prices will rise quarterly until 2026, supported by a solid fundamental backdrop due to structural supply-demand imbalances [4] - According to a report by China Merchants Securities, memory prices are expected to continue rising this year, with limited new supply anticipated until 2027, indicating a prolonged memory shortage trend [4]