A股存储芯片四大外资新进，市值仅20亿，横盘最长达638天

Core Insights - The storage chip market has seen significant activity, with four foreign investment firms—Goldman Sachs, Morgan Stanley, UBS, and Abu Dhabi—simultaneously investing in several small-cap stocks with market capitalizations below 5 billion [1][5][9] Group 1: Company Activities - Xingfu Electronics, with a market cap of 2.6 billion, specializes in electronic-grade chemicals and saw Goldman Sachs increase its holdings by 480,000 shares, a 134% increase, while Morgan Stanley entered with 630,000 shares [1][5] - Jintaiyang, valued at 2.8 billion, has a stake in the parent company of Zhongke Shenglong, which is involved in 3D heterogeneous integration chips. UBS, Goldman Sachs, and J.P. Morgan all made significant new investments in the third quarter [3][5] - Tailong Co., with a market cap of 3.2 billion, has a subsidiary providing storage chip solutions. Four foreign investors entered the top ten shareholders, indicating strong interest and a positive market response [3][5] - Ruineng Technology, valued at 4.7 billion, focuses on industrial automation and has a series of storage chip products. It also attracted significant foreign investment, with multiple firms increasing their stakes [3][5] Group 2: Market Trends - The third quarter saw a concentrated effort from foreign investors targeting small-cap stocks with high volatility, particularly those that had been trading sideways for extended periods [5][7] - The influx of capital into these companies often leads to increased trading volume and subsequent price increases, demonstrating a clear correlation between foreign investment and market performance [5][9] - The trend indicates that foreign investors are aligning their strategies with the rising demand in the storage chip sector, favoring companies with direct business ties to storage manufacturing [9]