Core Viewpoint - The storage sector in the U.S. stock market experienced a collective rise, with SanDisk (SNDK.US) increasing nearly 13%, Western Digital (WDC.US) and Micron Technology (MU.US) rising over 6%, and Seagate Technology (STX.US) up over 4% following a bullish outlook from Bank of America after an investor meeting with SanDisk executives [1] Group 1: Market Dynamics - The NAND flash memory market is expected to experience a supply shortage at least until the end of 2026 [1] - Strong growth in demand driven by data centers and artificial intelligence (AI) [1] - NAND industry inventory levels are currently low [1] Group 2: Company-Specific Developments - SanDisk is expanding its enterprise solid-state drive (eSSD) production capacity, which is anticipated to enhance its market share [1] - The company is transitioning to the BiCS8 process node [1] - There is increasing visibility regarding customer demand [1] Group 3: Analyst Recommendations - Analyst Wamsi Mohan reiterated a "buy" rating for SanDisk and raised the target price from $270 to $300 [1]
存储概念股集体上涨 SanDisk(SNDK.US)涨近13%