Group 1 - The storage chip sector is experiencing significant upward momentum, with companies like Shannon Microelectronics and Jiangbolong seeing increases of over 12% and reaching new highs [1][3] - The recent price trends in the global storage chip market indicate a steady increase, with forecasts suggesting that eSSD prices for servers will rise by over 10% and DDR5 RDIMM prices could increase by 10% to 15% in the upcoming quarter [3] - The current market rally is supported by tangible price trends rather than speculative trading, as the storage chip sector is essential for both servers and everyday electronic devices [3] Group 2 - The upward price trend in global storage chips is expected to positively impact corporate earnings forecasts, attracting investment into the sector [3] - The overall market environment, including the simultaneous rise in A-shares and Hong Kong stocks, has contributed to the momentum in the storage chip sector [3] - Long-term investors are advised to focus on the sustainability of price increases and the ability of companies to meet performance expectations, as these are critical for the sector's continued support [3]
帮主郑重盘中解盘：存储芯片突然“发力”，这波上涨不是没来头
Sou Hu Cai Jing·2025-10-09 12:15