Core Viewpoint - The recent price increase in storage chips, driven by major companies like Samsung and SanDisk, indicates a potential "super cycle" in the industry, presenting investment opportunities for A-share investors [1][3]. Group 1: Market Dynamics - Storage chip prices have been consistently rising over the past six months, with a significant spike in the last month, leading to stock price increases of over 100% for some overseas manufacturers [3]. - The demand for storage chips is interconnected with the entire supply chain, including design, manufacturing, and testing, which involves several A-share companies [3]. Group 2: Investment Strategy - The "super cycle" is supported by genuine drivers, particularly the demand from artificial intelligence (AI) applications, which require substantial data storage [3][4]. - Long-term investors should focus on companies with reasonable valuations and solid performance, rather than chasing stocks that have inflated prices based on market sentiment [4]. - The current situation in the storage chip market is not just a short-term trend but a real opportunity for investors willing to understand industry logic and align with AI demand [4].
帮主郑重：存储芯片喊“上车”？A股玩家别光看热闹，盯紧这几点
Sou Hu Cai Jing·2025-10-04 12:58