Group 1 - The core viewpoint highlights a significant surge in the stock prices of storage companies, with Seagate Technology rising by 19% and Western Digital by 10%, driven by the increasing demand for NAND storage solutions in AI applications [1] - SK Hynix indicates that NAND is becoming a crucial storage solution supporting AI, with substantial growth in eSSD demand linked to various GPU models [1] - NVIDIA's introduction of an AI inference context storage platform has led to a notable increase in eSSD capacity requirements, with projected needs for different GPU models ranging from 4TB to 24TB [1] Group 2 - According to TrendForce, NAND Flash contract prices are expected to see a significant increase, with a projected rise of 55%-60% by Q1 2026 and an overall annual increase of 105%-110%, which will boost the NAND industry's revenue growth to approximately 112% year-on-year in 2026 [1] - Daway Co., Ltd. focuses on semiconductor storage business, offering NAND and DRAM products applicable in various fields such as personal computers, automotive, IDC, industrial control, medical, rail transportation, and smart electronics [2] - Tongyou Technology is expanding its enterprise-level SSD business, indicating a strategic move towards enhancing its market presence in the storage sector [3]

Western Digital (NASDAQ: WDC) stock was a winner by association on Wednesday, thanks to the latest performance of its long-standing rival. After market hours, its fellow computer storage specialist, Seagate Technology, delivered quarterly results that far exceeded expectations. With that, Western Digital's shares coasted to a nearly 11% gain that day. The Seagate stunner Seagate published its fiscal second-quarter figures just after market close on Tuesday, with both revenue and headline profitability gr ...

Market Overview - US stock market showed mixed results as investors digested the latest Federal Reserve interest rate decision, with the Dow Jones increasing by 12.19 points (0.02%) to 49,015.60, and the Nasdaq rising by 0.17% to 23,857.45, while the S&P 500 slightly declined by 0.01% to 6,978.03, marking an intraday historical high above 7,000 points [3] Technology Sector Performance - Star tech stocks exhibited divergence, with Nvidia rising by 1.59%, Google by 0.38%, and Microsoft by 0.22%. In contrast, Tesla fell by 0.10%, while Meta, Amazon, and Apple dropped over 0.6%, with Apple down by 0.7% and Oracle down by 1.20% [4][5] - The Nasdaq China Golden Dragon Index increased by 0.32%, with Alibaba up by 1.70%, NetEase by 1.46%, and Baidu by 0.02%. However, JD.com fell by 0.92% and Pinduoduo dropped by 3.84% [4] Semiconductor Sector Insights - The Philadelphia Semiconductor Index rose by 2.3%, with Intel increasing by 11.04% and Texas Instruments by 9.9%. However, ASML saw a decline of 2.1% despite reporting record net sales of €9.7 billion for Q4 2025, exceeding market expectations [6] - ASML's order volume reached €13.2 billion, double the analysts' average forecast, and the company raised its sales outlook for 2026 to between €34 billion and €39 billion, compared to the analysts' expectation of €35 billion [6] Federal Reserve and Economic Indicators - The Federal Reserve decided to maintain interest rates, citing robust economic expansion and signs of stabilization in the unemployment rate. Fed Chair Jerome Powell indicated that current monetary policy is not significantly tight [6][7] - The current inflation level is slightly above the Fed's target, while unemployment has risen, creating a contradiction that keeps the Fed's policy stance neutral until data changes necessitate a clear choice [7] Commodity Market Movements - Precious metals saw strong gains, with COMEX gold futures for January delivery rising by 4.36% to $5,301.60 per ounce, and silver futures increasing by 7.19% to $113.11 per ounce [8]

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Core Viewpoint - The U.S. stock market showed mixed results with the Dow Jones Industrial Average slightly up by 0.02%, the Nasdaq Composite rising by 0.17%, while the S&P 500 Index experienced a minor decline of 0.01% [1] Group 1: Market Performance - The Dow Jones Industrial Average increased by 0.02% [1] - The Nasdaq Composite rose by 0.17% [1] - The S&P 500 Index fell by 0.01% [1] Group 2: Sector Performance - Storage-related stocks saw significant gains, with Seagate Technology rising over 19% [1] - Western Digital experienced an increase of over 10% [1] - SanDisk rose by over 9% [1] - Micron Technology increased by over 6% [1]

美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。存储概念股走高， 希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。 本文源自：金融界AI电报 ...

大家好，今晚继续关注海外市场的表现。 存储芯片全线暴涨 1月28日晚间，美股三大指数上涨，标普500指数首次触及7000点，再创新高，但随后涨幅较开盘时候有所收窄。 | 了 筛选 | 最新价 ÷ | 涨跌幅 ⇒ □* | | --- | --- | --- | | 希捷科技 | 437.76 | +17.75% | | us STX | | | | 西部数据 | 274.66 | +8.71% | | us WDC | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Sandisk Corporation \ | 507.97 | +5.51% | | us SNDK | | | | 了 筛选 | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | | 英特尔 | 47.84 | +8.90% | | US INTC | | | | Sandisk Corporation | 507.33 | +5.38% | | us SNDK | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Applo ...

Western Digital, Micron Technology, and Seagate Technology finish as the top three performers in the S&P 500 on its road to 7000. ...

Group 1 - The U.S. stock market opened with all three major indices rising, with the Dow Jones up 0.21%, the Nasdaq up 0.65%, and the S&P 500 surpassing the 7000-point mark for the first time, setting a new record high [1] - The semiconductor sector led the gains, with Intel rising over 9%, and storage companies also saw significant increases: Seagate Technology up over 16%, Western Digital up over 10%, SanDisk up over 8%, and Micron Technology up nearly 5% [1][2] - Other sectors such as telecommunications services, electrical equipment, and non-ferrous metals also experienced notable gains [2] Group 2 - Texas Instruments rose 5%, with Q1 earnings guidance exceeding market expectations [4] - Starbucks increased by 6.5%, reporting a 4% growth in same-store sales in the U.S. for the first quarter, which was above market expectations [4]

每经AI快讯，美股开盘集体上涨，道指涨0.04%，纳指涨0.62%，标普500指数涨0.28%。德州仪器涨近 3%，公司对当前季度预期高于市场预期。星巴克上涨7.6%，第一季度美国同店销售额增长4%，高于市 场预期。阿斯麦涨近2.5%，公司2025年Q4营收97亿美元，创历史新高，订单规模为132亿欧元，远超预 期。存储板块延续强势，希捷科技涨近6%，西部数据涨4.7%，闪迪涨4.8%，美光科技涨超3%。 ...