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帮主郑重盘中解盘:存储芯片炸板创新高!30%提价下该追还是等?
Sou Hu Cai Jing·2025-10-24 05:23

Group 1 - The core logic behind the recent surge in storage chip stocks is driven by two main factors: first, major players like Samsung and SK Hynix are planning to increase prices for DRAM and NAND flash memory by up to 30% in Q4 due to heightened demand from AI applications [3] - Second, the US stock market provided a favorable backdrop, with SanDisk's stock rising over 13% to reach a historical high, attracting both foreign and domestic investors to the sector [3] - For long-term investors, it is advised to focus on the underlying trends rather than short-term market fluctuations, as the demand for AI is expected to provide sustained growth in the storage chip market [3] Group 2 - Investors holding related stocks should avoid selling hastily and instead monitor trading volume and leading stocks, maintaining positions as long as the trend remains intact [3] - New investors are cautioned against chasing high openings and should wait for a pullback to the 10-day moving average or previous support levels to confirm buying strength before entering positions [3] - The emphasis is on capturing long-term trends rather than seeking quick profits from daily price movements [3]