20cm速递|科创芯片ETF国泰（589100）盘中小幅回调，AI浪潮驱动存储行业进入涨价新周期，回调或可布局

Group 1 - The core viewpoint is that the AI wave is driving the storage industry into a new price increase cycle, with NAND and DRAM prices continuing to rise due to both manufacturers controlling supply and price hikes [1] - Flash Wafer prices have seen significant increases, with 1Tb Flash Wafer rising nearly 15% and 512Gb Flash Wafer increasing over 20% [1] - The price of server memory module DDR4 RDIMM 16GB 3200 has surged by 66.67% [1] Group 2 - Trendforce estimates that DRAM prices will increase by 8-13% in the fourth quarter, with the inclusion of HBM expanding the increase to 13-18% [1] - The average contract price for NAND Flash is expected to rise by 5-10% [1] - The rapid growth in demand for large-capacity data centers, combined with the increasing penetration rate of smart terminals, is driving market expansion [1] Group 3 - The Guotai ETF (589100) tracks the Sci-Tech Chip Index (000685), which has a daily price fluctuation limit of 20% [1] - This index selects listed companies from the Sci-Tech board that are involved in the entire semiconductor industry chain, including materials, design, manufacturing, and packaging testing, consisting of 50 representative securities [1] - The index reflects the overall performance and development trends of listed companies in China's semiconductor industry, showcasing high growth potential and industry representation [1]