1月6日，美国拉斯维加斯消费电子展（CES）现场，国际高端消费类存储品牌雷克沙（Lexar）正式宣布与阿根廷国家足球队达成官方全球合作伙伴关系， 成为球队2026年度首个官方全球合作伙伴。这一重磅合作不仅标志着雷克沙品牌全球化战略迈入全新里程（002219）碑，更被视为中国存储行业从"技术出 海"向"品牌全球化"升级的标志性事件。 作为中国半导体存储龙头企业江波龙（301308）旗下的全球化领军品牌，雷克沙此次与顶流体育IP的深度绑定，不仅提升了品牌国际形象，更推动了中国存 储产业价值与全球市场影响力的同步升级。 据了解，阿根廷国家队选择与雷克沙合作，是基于双方在全球化视野和专业精神上的深度共鸣。阿根廷足协首席营销官Leandro Petersen表示："阿根廷足协 与雷克沙共同秉持着对领导力、专业性和全球卓越品质的追求。"雷克沙的全球化渠道网络与阿根廷队的全球影响力形成天然契合。 自2017年被江波龙跨国收购后，雷克沙加速全球扩张，目前已渗透全球六大洲70多个国家市场，产品进驻Costco、BestBuy等知名零售渠道，并在亚马逊、 Shopee等电商平台排名行业前列。这种广泛的覆盖能力，与阿根廷队亿万球迷 ...

转自：智通财经 雷克沙自1996年诞生于美国加州硅谷，始终秉持"创新、可靠、用户为中心"的核心价值，30年间从制定 全球首个CF卡读取速度标准，到推出全球首款1TB microSD Express卡，持续以技术突破定义存储行业 新标准，如今业务已遍布六大洲，服务全球亿万消费者。 本届CES上，雷克沙集中展示多款旗舰存储产品：全球首款2TB UHS-I microSD卡读取速度高达 255MB/s，可轻松驾驭4K 60帧高清视频；PLAY X PCIe Gen4x4 NVMe固态硬盘具备广泛兼容性； TouchLock系列移动固态硬盘更以NFC+AES硬件双加密技术构建安全壁垒；同时发布"AI Storage Core"架构，推出AI-Grade SSD、AI-Grade Storage Stick与AI-Grade Card三大新品，正式开启消费级AI存 储时代。 值得关注的是，雷克沙母公司、A股半导体存储龙头江波龙（301308.SZ）自2017年完成100%收购雷克 沙以来，持续投入研发与渠道扩张，使雷克沙销售网络从并购前以北美、欧洲为主扩展至2025年全球70 余国，Lexar 品牌业务全球营收由 20 ...

从资金流向上来看，当日半导体板块主力资金净流入55.41亿元，游资资金净流出48.99亿元，散户资金净 流出6.42亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603986 兆易创新 | | | 16.521Z | 14.29% | -11.58亿 | -10.01% | -4.95 Z | -4.28% | | 688981 中芯国际 | | | 9.97亿 | 8.49% | -5.96 Z | -5.07% | -4.01亿 | -3.41% | | 605358 | 立昂微 | | 3.84(Z | 19.83% | -1.14亿 | -5.88% | -2.70 Z | -13.95% | | 688008 澜起科技 | | | 3.82 Z | 5.70% | -3.05亿 | -4.55% | -7673.36万 | -1.15% | | 68 ...

Market Overview - On the first trading day of 2026, the three major indices in A-shares experienced significant gains, with the Shanghai Composite Index rising by 1.38% and returning to the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index increased by 2.24% and 2.85% respectively. The total market turnover reached approximately 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4100 stocks rising [2]. Sector Performance - The storage chip sector showed strong performance, with leading stock Zhaoyi Innovation seeing a net inflow of 2.046 billion yuan, the highest in A-shares, and closing at a limit-up price of 235.68 yuan per share, giving it a total market capitalization of 157.4 billion yuan. Zhaoyi Innovation's stock price increased by 101.17% in 2025 [4][6]. - Other stocks in the storage chip sector, such as Hengluo Co., Yunhan Chip City, and Puran Co., also reached their daily limit-up prices, indicating a robust rally in this sector [6]. Price Trends and Forecasts - According to research from Guojin Securities, the prices of storage chips are expected to surge due to strong AI demand, with DDR4 16Gb prices projected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% in 2025. The global demand for storage chips is anticipated to remain high in 2026, leading to continued price increases [9]. - Research from招商证券 indicates that the expansion of storage and advanced process capacities driven by AI demand will accelerate in 2026-2027, benefiting domestic equipment manufacturers with a strong order flow [9]. Brain-Computer Interface Sector - The brain-computer interface sector experienced a significant surge, with stocks like Beiyikang and Botao Bio reaching their daily limit-up prices. This sector was the top performer on the Tonghuashun gainers list [10][11]. - The announcement by Elon Musk regarding Neuralink's plans to start large-scale production of brain-computer interface devices in 2026, along with nearly fully automated surgical procedures, marks a significant milestone for the sector, transitioning it from a "medical trial tool" to a "widely available product" [11]. Market Outlook - According to招商证券, the A-share market is expected to continue its upward trend in January, with an increased probability of hitting new highs. Factors contributing to this outlook include accelerated issuance of local government special bonds and improved government spending and investment data [15]. - The report suggests that the focus in January will be on performance disclosures, with particular attention to sectors such as commercial aerospace, AI applications, AI computing power, and semiconductor equipment, as well as consumer services and non-bank financials [16].

Group 1 - The core viewpoint of the articles highlights the strong performance of AI applications, with significant movements in related ETFs, indicating a bullish trend in the market [1][4][5] - The AI application sector is experiencing a surge in demand due to improved product performance and increased user engagement, driven by recent developments such as Meta's acquisition of Manus [4][6] - The listing of Chinese large model companies like Zhipu and MiniMax on the Hong Kong Stock Exchange marks a significant milestone, creating a closed loop of technology, products, and capital, which is expected to enhance the efficiency of domestic AI models [5][6][7] Group 2 - Manus's integration into Meta is anticipated to accelerate the promotion of AI Agent applications, leveraging Meta's vast user base of millions of enterprises and billions of users [6][7] - The competitive landscape in the global AI large model sector remains intense, which is likely to drive the widespread adoption of AI applications and sustain high demand in the AI computing market [7][8] - The 信创50ETF and 软件50ETF are positioned to capitalize on the growth of AI applications, with significant allocations in software and cloud services, reflecting a strong alignment with the "domestic substitution" trend [8]

午后存储芯片概念持续走强，普冉股份20cm涨停，此前云汉芯城20cm涨停，兆易创新回封涨停，恒烁 股份、江波龙、开普云、香农芯创均涨超10%。消息面上，在AI强劲需求带动下，2025年存储芯片价格 大涨，其中DDR4 16Gb涨幅高达1800%，DDR5 16Gb涨幅高达500%，512Gb NAND闪存涨幅高达 300%。 ...

早盘A股放量上涨，沪指收复4000点，截至午间收盘沪指涨1.07%，报4011.45点，深成指涨1.87%，报 13777.32点，创业板指涨2.15%，报3272.07点，科创50指数涨4.05%，报1398.61点。沪深两市合计成交 额16357.79亿元，全市场超4000只个股上涨。 【券商观点】 中信证券认为，2026年最大的预期差来自于外需与内需的平衡，对外"征税"、补贴内需应是大势所趋， 今年是个重要的开端。站在开年，考虑到去年末的资金热度并不算高，人心思涨的环境下开年后市场震 荡向上的概率更高。 华泰证券分析，假期海外中资股收涨，对投资者情绪影响偏正面，但突发的地缘问题或放大节前分歧， 市场走势短期预测难度变大，但我们认为资金及海外地缘扰动大概率为短期情绪冲击，不影响春季行情 的向上趋势，基于PMI数据改善、市场微观流动性仍充裕、政策面也有积极信号，春季行情大概率继续 演绎。 中信建投指出，元旦假期结束后，投资者避险情绪缓解，资金行为有望从此前的观望转向积极寻找机会 的新阶段，A股延续上行趋势继续演绎春季攻势的概率较高。结构上，一方面，全国财政工作会议偏积 极的宏观政策定调，以及26年国补方案对 ...

Group 1: A-Share Market Performance - The A-share market opened higher on January 5, with all three major indices rising collectively, and the Shanghai Composite Index returning to the 4000-point mark for the first time in 34 trading days [1] - Insurance and precious metals sectors led the gains, with New China Life Insurance (601336) rising nearly 8% to reach a historical high, while China Ping An, China Pacific Insurance (601601), China Life Insurance (601628), and China Reinsurance (601319) also saw significant increases [1] Group 2: Brain-Computer Interface Sector - The brain-computer interface concept experienced a surge, with several companies hitting the daily limit up, including Meihua Medical (301363) and Aipeng Medical (300753), both reaching the 20% limit up, alongside other companies like Botao Bio and Aerospace Changfeng (600855) [1] - The surge was influenced by Elon Musk's announcement regarding Neuralink's plans to significantly increase brain device production by 2026 and innovate in implantation methods [1] Group 3: Lithium Mining and Storage Chip Sector - The lithium mining sector saw a strong rally, particularly in the salt lake lithium extraction direction, with Salt Lake Co. (000792) hitting the daily limit up and reaching a three-and-a-half-year high, while Cangge Mining (000408) rose nearly 6% to set a new historical high [2] - Storage chip concepts also strengthened, with Jiangbolong (301308) rising over 14% and Shanghai Xinyang (300236) increasing over 12%, driven by significant investments in AI infrastructure by major North American cloud service providers [2] Group 4: Storage Chip Market Forecast - Guojin Securities predicts a continued supply-demand imbalance in the global storage chip market for 2026, with DRAM supply expected to grow by 15% to 20% and demand by 20% to 25%, while NAND supply is projected to increase by 13% to 18% and demand by 18% to 23% [3] - The consumption of DRAM and NAND flash in the server sector is expected to surge by 40% to 50% year-on-year, with even faster growth in AI server applications [3] - Price forecasts for storage contracts indicate a potential increase of 30% to 40% in Q1 2026, with DDR5 RDIMM memory prices expected to rise over 40% and NAND flash prices anticipated to see double-digit percentage increases [3]

| | | | | 存储芯片板块个股 | | | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | 1 | 301308 | 江波龙 | 1 | 14.36 | 1174亿 | | 2 | 300236 | 上海新阳 | | 12.15 | 224亿 | | 3 | 300857 | 协创数据 | 安 | 12.05 | 654 Z | | ব | 688766 | 昔用股份 | | 10.57 | 208亿 | | 5 | 300475 | 香农芯创 | 1 | 10.44 | 741亿 | | 6 | 002413 | 雷科防务 | 1 | 10.04 | 182亿 | | 7 | 603986 | 兆易创新 | 1 | 10.00 | 1574亿 | | 8 | 688012 | 中微公司 | 1 | 9.87 | 1876 Z | | ರಿ | 688525 | 佰维存储 | 1 | 8.90 | 582亿 | | 10 | 688347 | 华虹公司 | 1 | 7.54 | 2014亿 | | 11 | 6 ...

行业方面，Google、Meta、微软及亚马逊AWS等北美四大云厂(CSP)持续扩大AI基础建设投资，2026年 总投资金额有望达到6000亿美元历史新高规模。在AI强劲需求带动下，2025年存储芯片价格大涨，其 中DDR416Gb涨幅高达1800%，DDR516Gb涨幅高达500%，512Gb NAND闪存涨幅高达300%。 国金证券认为，2026年全年全球存储芯片仍将供不应求，有望持续涨价，预计2026年DRAM的位元供应 量增幅约为15%至20%，而需求增速预计将达到20%至25%左右。NAND位元供应量增幅为13%至18%， 需求增速预计则达到18%至23%，2026年服务器领域的DRAM和NAND闪存消耗量将同比激增40%至 50%，应用于AI服务器领域的增速更快。预测2026年一季度，存储合约价格预计继续攀升，涨幅将达到 30%—40%。DDR5RDIMM内存价格预计将上涨超过40%，NAND闪存价格预计将出现两位数百分比的 涨幅。企业级固态硬盘(SSD)价格预计也将上涨20%—30%。 存储芯片概念5日盘中走势活跃，截至发稿，云汉芯城（301563）20%涨停，江波龙（301308）、上海 新阳 ...