天风证券：看好存储板块近期重大机遇

Core Viewpoint - The storage sector is expected to experience significant opportunities in the near term, driven by various factors including price increases and technological advancements [1] Group 1: Market Trends - The storage market is anticipated to see continued price increases in the fourth quarter [1] - The demand for storage capacity is rapidly increasing due to the growth of AI servers, PCs, and smartphones [1] - The penetration rates of high-value products such as HBM, eSSD, and RDIMM are continuously rising, contributing to revenue growth in the sector [1] Group 2: Domestic Market Growth - The domestic storage market is accelerating its growth further [1]