存储芯片再涨价，14只AI大牛股翻倍

Group 1 - Global storage chip prices have been rising continuously over the past six months, with significant increases reported in the last month, driven by major manufacturers like Samsung and SanDisk adjusting their pricing [1][2] - As of October 4, Micron's stock price has increased by approximately 60% in the month, while Kioxia and SanDisk have seen their stock prices rise by over 100% [1][3] - The price surge is attributed to a restructuring of supply and demand in the storage industry, with major manufacturers announcing production cuts and increased demand from AI investments [1][2] Group 2 - Samsung has notified clients of a price increase for DRAM by 15% to 30% and NAND flash by 5% to 10% for the fourth quarter, while Micron has raised prices by about 20% after resuming quotes [1][2] - The current demand for storage chips is primarily driven by AI servers and data centers, leading to a supply shortage of traditional storage products like DDR4 [2] - Forecasts indicate that storage prices will continue to rise in the fourth quarter, with expected increases of 8% to 13% for DRAM and 5% to 10% for NAND Flash [2] Group 3 - The stock prices of several manufacturers have reached historical highs, with Micron's stock up about 60% and Kioxia and SanDisk both exceeding 100% increases in the past month [3] - In the A-share market, companies involved in storage chips have seen significant stock price increases, with Dongxin Technology rising by 329.32% this year [3] - A total of 14 AI application-related stocks have recorded over 100% gains this year, reflecting the growing influence of AI on the market [3]