Core Viewpoint - The A-share market experienced a significant upward trend on October 27, with the Shanghai Composite Index rising over 1% and reaching a ten-year high, peaking at 3999.07 points, close to the 4000-point mark [2] Market Performance - The storage chip sector showed strong performance, with Jiangbolong increasing by 19.82%, reaching a historical high, while other companies like Jingrui Electric Materials, Jingzhida, and Weicet Technology rose over 15% [2] - Demingli achieved two consecutive trading limits at a new high, with several stocks including Zhaoyi Innovation, Dwei Co., and Zhongdian Port hitting the daily limit [2] Price Adjustments - Following a price increase by Samsung Electronics, Micron, and SanDisk in September, Samsung Electronics and SK Hynix have raised prices for storage products, including DRAM and NAND, by up to 30% [2] - TrendForce estimates that the price of general DRAM will increase by 8%-13% in Q4, with HBM included, the increase could reach 13%-18%. NAND Flash contract prices are expected to rise across all product categories, averaging a 5%-10% increase [2] Industry Outlook - Xiangcai Securities anticipates a continued recovery in consumer electronics from 2025, driven by the release of new foldable smartphones and advancements in AI technology, which will sustain high demand for AI infrastructure [2] - The implementation of AI technology in end-user devices is expected to drive hardware upgrades, enhancing the market for components such as end-side SOCs and thermal materials, indicating a positive outlook for investment opportunities in AI infrastructure, end-side SOCs, foldable smartphone supply chains, and the storage industry [2]
沪指冲关4000点，存储芯片领涨，江波龙狂飙近20%创新高