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异动解读|兆易创新盘中下跌5.22%,主力资金大幅净流出叠加存储板块扩产担忧压制股价

行情直击10-13

10月13日,兆易创新盘中下跌5.22%,报360.6港元,成交额5788.26万港元。消息面上,公司A股前一交易日主力资金净流出10.89亿元,占总成交额13.64%,叠加存储芯片板块对扩产导致远期供给增加的担忧持续发酵,股价连续承压。

此前TrendForce研究显示,四季度DRAM合约价涨势放缓,市场普遍担心各存储厂商扩产将压制芯片价格;三星电子第三季度业绩预告低于预期亦加剧板块悲观情绪。公司虽已累计回购超10亿元,但短期未能扭转股价弱势。

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