美股异动丨NAND或迎来全面涨价潮，存储概念股走强

Core Viewpoint - The storage sector stocks are experiencing a strong performance, with significant gains observed in companies like SanDisk, Micron Technology, Pure Storage, and Western Digital, driven by potential price increases in NAND flash memory [1] Group 1: Company Performance - SanDisk shares rose approximately 4.8%, reaching a new high [1] - Micron Technology's stock increased by over 3% [1] - Pure Storage and Western Digital both saw their shares rise by more than 1% [1] Group 2: Market Dynamics - Major players in the NAND market, including Samsung Electronics, SK Hynix, and Kioxia, are planning to push for price increases [1] - NAND prices remained nearly at cost levels throughout the previous year [1] - Samsung is currently in discussions with large overseas clients regarding supply volumes for the upcoming year, considering a price increase of over 20% to 30% [1] - In the second half of this year, the four leading storage companies—Samsung, SK Hynix, Kioxia, and Micron—are all reducing NAND flash supply [1]