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存储芯片概念爆发,盈新发展5连板,普冉股份续创新高

Core Viewpoint - The storage chip sector experienced a significant surge on the 24th, driven by price increases announced by major players like Samsung Electronics and SK Hynix, with potential benefits for domestic storage companies due to a combination of price recovery and domestic substitution [1] Price Increases - Samsung Electronics plans to raise DRAM prices by 15% to 30% and NAND flash prices by 5% to 10% for the fourth quarter [1] - Micron Technology temporarily suspended pricing for various storage products, with a subsequent price increase of approximately 20% upon resumption [1] Market Demand - The demand for storage chips is expected to rise significantly due to the rapid development of AI technology, particularly in AI servers and data centers [1] - Industry insiders predict that the price increase trend for AI server storage products may continue until 2026 [1] Stock Performance - Notable stock performances include Aerospace Intelligence reaching a 20% limit up, and other companies like Purun Co., and Shannon Chip achieving new highs, with significant gains across the sector [1]