Core Viewpoint - The storage chip sector is experiencing significant growth, with companies like Jiangbolong and Demingli reaching historical highs in stock prices, driven by a surge in the U.S. market for storage chips [1] Group 1: Market Performance - Jiangbolong's stock increased by over 10%, while Demingli's stock rose nearly 9%, both achieving historical highs [1] - Other companies in the sector, such as Dawa Co. and Zhongdian Port, saw their stocks hit the daily limit, while Weicai Technology, Lianrui New Materials, Puranshi Co., and Zhaoyi Innovation also recorded notable gains [1] Group 2: U.S. Market Influence - Last Friday, the U.S. storage chip sector experienced a significant rally, with SanDisk's stock soaring over 11%, Micron Technology rising nearly 6%, and Seagate Technology and Western Digital both seeing intraday increases exceeding 6% [1] Group 3: Supply Chain Insights - Industry insiders reported that some original manufacturers have paused pricing for certain DRAM and Flash products, indicating potential supply constraints [1]
存储芯片概念涨势扩大 江波龙、德明利午后双双创历史新高