Group 1 - The storage sector continues its upward trend, with SanDisk (SNDK.US) surging over 17% to reach an all-time high, while Micron Technology (MU.US) increased by over 4%, and Western Digital (WDC.US) and Seagate Technology (STX.US) both rose by over 2% [1] - On January 6, SanDisk officially launched the new SANDISK Optimus SSD product brand at CES 2026, replacing the previous WD Blue and Black series, targeting gaming, creators, and professional markets [1] - Reports indicate that Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60% to 70% in the first quarter of 2026 compared to the fourth quarter of 2025, with similar price increase proposals for PC and smartphone DRAM customers [1]

1月6日消息，闪迪（SanDisk）股价创盘中历史新高至317美元，最新上涨15％。 1月6日消息，闪迪（SanDisk）股价创盘中历史新高至317美元，最新上涨15％。 ...

1月6日消息，闪迪（SanDisk）股价涨幅扩大至20%，续刷盘中历史新高。 1月6日消息，闪迪（SanDisk）股价涨幅扩大至20%，续刷盘中历史新高。 ...

Core Viewpoint - The storage concept stocks have surged, with significant increases in prices for companies like SanDisk, Micron Technology, Seagate Technology, and Western Digital, driven by anticipated price hikes in server DRAM due to rising AI computing demands and data center investments [1] Group 1: Company Performance - SanDisk shares rose by 13.5% [1] - Micron Technology shares increased by 3.4% [1] - Seagate Technology shares grew by over 2% [1] - Western Digital shares climbed by 1.3% [1] Group 2: Market Dynamics - Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025 [1] - The companies are opting for quarterly contracts instead of long-term agreements to adapt flexibly to price changes [1] - The industry anticipates a steady quarterly price increase for DRAM until 2027, driven by the explosion in AI computing demand and expanded data center investments [1]

每经AI快讯，1月6日，闪迪（SanDisk）股价创历史新高，最新上涨13%。 ...

Core Viewpoint - The investment in Micron Technology, Inc. (MU) is based on the belief that the memory sector's cyclical behavior may have changed or is entering a super cycle [1]. Group 1: Investment Analysis - The analyst has over 35 years of experience in the investment field, having worked as both a sell-side and buy-side analyst, as well as a portfolio manager for debt and equity funds [1]. - The current focus is on managing a high yield Latam bond fund, with an emphasis on providing fundamental views and analyses of companies and funds [1]. - The valuation and ultimate rating are driven by operating and financial forecasts, whether they are the analyst's own or based on consensus [1]. Group 2: Investment Strategy - The selection choices reflect a belief in long-term potential, with frequent positions taken in various ideas for personal accounts [1].

on 05-Jan-2026 5 January 2026 Global Memory MEMORY TRACKER (Dec): Further acceleration from Nov Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Contract price: Contract prices rose further in Dec as more follow-on orders came in. With server demand staying strong, suppliers continued to hike prices while also having to ration supply to no ...

内存芯片股盘前走高，美光科技(MU.O)涨3.5%，闪迪(SNDK.O)涨超4%，西部数据(WDC.O)涨3.5%。 ...

现在天猫精选此款移动硬盘活动售价829元，参与官方立 减180元，还有满199减10元优惠活动，下单1件，实付低 至639元，若通过淘金币渠道下单实付仅539.52元，原价 829元的它，以如此实惠的价格就能到手，非常值得购 买。 闪迪E30移动硬盘是一款拥有固态加密功能的外接存储设备，它具备高速读写能力，容量达480g，能满 足你日常的大量数据存储需求。该移动硬盘不仅可以连接电脑使用，还能兼容mac系统，甚至可以与手 机连接，使用场景十分广泛。 闪迪E30移动硬盘是一款拥有固态加密功能的外接存储 设备，它具备高速读写能力，容量达480g，能满足你日 常的大量数据存储需求。该移动硬盘不仅可以连接电脑 使用，还能兼容mac系统，甚至可以与手机连接，使用 场景十分广泛。 现在天猫精选此款移动硬盘活动售价829元，参与官方立减180元，还有满199减10元优惠活动，下单1 件，实付低至639元，若通过淘金币渠道下单实付仅539.52元，原价829元的它，以如此实惠的价格就能 到手，非常值得购买。 ...

若通过淘金币渠道下单，实付仅需349.55元，原价可是 589元，现在入手非常划算。 闪迪pcie3固态硬盘250g是一款专为游戏设计的硬盘，属 于笔记本ssd电脑m.2 plus加强版。它能显著提升电脑性 能，让游戏加载速度更快，给玩家带来更流畅的游戏体 验。目前在天猫精选，这款固态硬盘活动售价589元，参 与立减200元以及满199元减10元的优惠活动，下单1件实 付低至379元。 若通过淘金币渠道下单，实付仅需349.55元，原价可是589元，现在入手非常划算。 闪迪pcie3固态硬盘250g是一款专为游戏设计的硬盘，属于笔记本ssd电脑m.2 plus加强版。它能显著提升 电脑性能，让游戏加载速度更快，给玩家带来更流畅的游戏体验。目前在天猫精选，这款固态硬盘活动 售价589元，参与立减200元以及满199元减10元的优惠活动，下单1件实付低至379元。 ...