存储概念股集体大涨 希捷科技(STX.US)涨逾9%

Core Viewpoint - The U.S. stock market saw a significant rise in storage-related stocks, driven by SK Hynix's successful negotiations with NVIDIA regarding the pricing of the sixth-generation high bandwidth memory (HBM4), which increased by over 50% to approximately $560 per unit [1] Group 1: Market Reaction - Seagate Technology (STX.US) and SanDisk (SNDK.US) both rose over 9%, while Micron Technology (MU.US) increased nearly 8%, and Western Digital (WDC.US) gained over 5% [1] Group 2: SK Hynix's Position - SK Hynix has strengthened its dominant position in the high-end storage chip market by successfully negotiating a price increase for HBM4 [1] - Analysts predict that SK Hynix's operating profit may exceed 70 trillion Korean won next year, setting a historical record, as the company has already sold out its production capacity for the upcoming year [1] Group 3: Negotiation Dynamics - Initially, NVIDIA resisted the significant price increase, considering that Samsung Electronics and Micron would supply HBM4 in large quantities, leading to a stalemate [1] - Ultimately, the supply price was settled at approximately $560 per unit, as proposed by SK Hynix, with a company executive citing advancements in technology and input costs as factors justifying the price hike [1]