Group 1: Micron Technology - Micron is a leader in the DRAM market and also participates in the NAND market, benefiting from the current memory market surge [2][4] - The company, along with Samsung and SK Hynix, dominates the DRAM industry, with high-bandwidth memory (HBM) becoming essential for AI infrastructure [3] - HBM's complex manufacturing process is leading to a DRAM shortage, significantly increasing prices and resulting in a 59% revenue surge and gross margin expansion from 38.4% to 56% [4] - Micron is increasing capital expenditures to boost capacity, with tight HBM and DRAM supply expected to continue benefiting the company [5] Group 2: Sandisk - Sandisk is positioned as a pure play in the NAND market, which is experiencing supply shortages driven by AI infrastructure demand [7] - The NAND market previously faced price declines, prompting a shift to DRAM production, but now there is a significant supply shortage for flash memory [9] - Sandisk's revenue increased by 76% last quarter, with gross margin rising from 32.3% to 50.9%, indicating strong performance amid the ongoing flash memory supercycle [10]

来源：格隆汇APP 格隆汇2月7日｜美股存储概念股普涨，其中，Pure Storage涨超7%，西部数据涨4%，Rambus、希捷科 技涨超3%，慧荣科技涨超2%，闪迪、美光科技涨超1%。 | 代码 | 名称 | | 涨跌幅 √ | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | PSTG | Pure Storage | (0) | 7.67% | 228.51亿 | 3.28% | | WDC | 西部数据 | | 4.07% | 918.01亿 | 57.18% | | RMBS | Rambus | | 3.78% | 109.6亿 | 10.80% | | STX | 希捷科技 | | 3.52% | 915.27亿 | 52.41% | | SIMO | 慧荣科技 | | 2.15% | 43.8亿 | 39.04% | | SNDK | 闪迪 | | 1.21% | 860.54亿 | 145.66% | | MU | 美光科技 | | 1.25% | 4363.24亿 | 35.83% | ...

每经AI快讯，2月6日，美股期指收复盘中所有跌幅并转涨，道琼斯指数期货涨0.11%，盘中一度跌 0.6%。标普500指数期货涨0.28%，盘中一度跌1%。纳斯达克100指数期货涨0.32%，盘中一度跌1.6%。 美股存储板块盘前走强。美光科技涨2.6%，闪迪涨4.8%，西部数据涨2.2%，希捷科技涨1.6%。 ...

Sandisk Stock Gained +1,500% Since Its Debut. Why This Trader Is Looking Elsewhere. | Investor's Business DailyBREAKING: [Dow Jones Tops 50,000, But Nasdaq Below Key Level]---Sandisk stock owes its recent breathless run to the generative AI boom — with this trader expecting that to continue. Sandisk (SNDK) has gained a whopping 60.72% year-to-date in February, continuing a meteoric rise after breaking out on Jan. 5 from a 34-day consolidation pattern with an entry point of 284.76. The stock hit an all-time ...

Understanding the Power Inflow SignalThe Power Inflow alert is a proprietary signal developed and provided by TradePulse. The alert is issued within the first two hours of the trading day, it highlights when there is a significant shift in order flow, specifically indicating that there's been a strong trend toward buying activity. This suggests a high probability of bullish price movement for the rest of the day, making it a potentially strategic and opportune entry point for active traders.Order flow analy ...

Key Takeaways SNDK is benefiting from AI-driven datacenter demand, lifting NAND pricing and expanding margins.SNDK expects Q3 margin expansion as datacenter demand drives higher-value NAND products.SNDK plans disciplined capex to support mid- to high-teens bit growth through the BiCS8 transition.Sandisk Corporation (SNDK) shares have surged 8.4% following the release of its second-quarter fiscal 2026 results on Jan. 29, 2026. The uptick can be attributed to revenue growth of 61% year over year to $3.03 bill ...

Group 1 - The company Sandisk (SNDK) is viewed positively for potential portfolio addition despite market volatility and a significant year-to-date rally [1] - The key driver for interest in Sandisk is its role in the SSD market, particularly as a component in the datacenter supply chain, which is expected to remain stable [1] Group 2 - The analyst has a beneficial long position in Sandisk shares, indicating confidence in the company's future performance [2]

Data center demand alone is proving to be a powerful driver for SanDisk’s business, and in fiscal 2Q26, which was reported on January 29, the company reported a 64% sequential gain in its data center business, and a year-over-year increase of 76%. The company’s data center segment generated revenue of $440 million in the fiscal second quarter.In addition to USB drives, SanDisk is also a major supplier of solid state drives (SSDs) for both external and internal use, as well as embedded form factors. The comp ...

Market Overview - Major U.S. stock index futures are down, with Dow futures falling by 0.27%, S&P 500 futures down by 0.10%, and Nasdaq futures decreasing by 0.05% [1] Storage Sector - The storage sector saw a pre-market rebound, with Micron Technology rising over 2% after a previous drop of over 9%, SanDisk increasing nearly 3% following a nearly 16% decline, and Seagate Technology up by 1% after a nearly 6% drop [1] Semiconductor and Chip Equipment Stocks - Semiconductor and chip equipment stocks experienced a pre-market increase, with Broadcom rising nearly 6%, and both AMD and NVIDIA increasing by over 2%. Alphabet, Google's parent company, indicated that its capital expenditures could double by 2026 [1] AI Application Software Stocks - AI application software stocks collectively rebounded in pre-market trading, with Applovin rising over 3%, Unity increasing nearly 1%, Roblox up by over 1%, and SAP SE rising nearly 2% [1] Chinese Concept Stocks - Chinese concept stocks saw a general increase in pre-market trading, with Baidu rising by 4.6%, Alibaba up by 2.7%, Pinduoduo increasing by 0.7%, and NetEase rising by 0.9% [1] Software Industry Performance - The U.S. software industry has seen a market capitalization decline of $1 trillion since 2026, with hedge funds profiting $24 billion from short-selling activities [2] Qualcomm's Earnings Guidance - Qualcomm's stock fell over 11% after reporting better-than-expected earnings for Q1 of fiscal year 2026, but provided a revenue forecast for Q2 between $10.2 billion and $11 billion, which was below expectations [2] AMD's Market Guidance - Citigroup reported that AMD's Q1 guidance exceeded market expectations but did not meet buyer expectations, maintaining a "neutral" rating on the stock [2] Alphabet's Collaboration with Apple - Alphabet's CEO Sundar Pichai announced a collaboration with Apple to develop the next generation of Apple's foundational model based on Gemini technology, positioning Alphabet as Apple's preferred cloud service provider [3]

美东时间周三，美股市场呈现明显分化格局，道琼斯工业平均指数逆势飘红，而纳斯达克指数与标普500指数则受科技股抛售潮拖累收跌，与此同时，黄 金、白银等贵金属及国际油价同步走强，市场资金在风险偏好调整中寻求避险与机会。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49501.30 | 22904.58 | 6882.72 | | +260.31 +0.53% | -350.61 -1.51% -35.09 -0.51% | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 64399.36 | 4085.64 | 7461.61 | | -862.73 -1.32% -117.72 -2.80% -148.40 -1.95% | | | 截至收盘，道指上涨260.31点，涨幅0.53%，报49501.30点，工业等防御性板块成为资金避风港；纳指大跌350.61点，跌幅1.51%，收于22904.58点，连续两 日下跌后跌破100日均线；标普500指数微跌0.51%，报6882.72点，尽管超七成成分股上涨，但科技板块的大幅下挫拖累了指数表现。市场 ...