存储芯片概念再度拉升 盈方微等多股涨停

Core Viewpoint - The storage chip sector has seen a significant rally, with companies like Yingfangwei, Bomin Electronics, and Dawi Co. hitting the daily limit up, driven by strong market trends in NAND Flash and DRAM prices [1] Industry Summary - The NAND Flash market composite price index has increased by 9.2% from the beginning of 2025 [1] - The DRAM market composite price index has surged by 47.7% during the same period [1] - The combination of AI-driven memory upgrades, original manufacturers' profit protection strategies, and persistent demand from downstream markets is expected to push the DRAM market to reach historical highs in 2025 [1]