Zhi Tong Cai Jing·2026-01-02 15:32Core Viewpoint - The storage sector in the U.S. stock market is experiencing significant gains, with major companies like SanDisk, Micron Technology, Western Digital, and Seagate Technology seeing substantial increases in their stock prices. This trend is supported by a report from Nomura Securities, which indicates that the current storage supercycle will last at least until 2027, with meaningful new supply not expected until early 2028 [1]. Group 1 - SanDisk (SNDK.US) shares surged over 11% [1] - Micron Technology (MU.US) shares rose over 8%, reaching a new historical high [1] - Western Digital (WDC.US) shares increased nearly 6% [1] - Seagate Technology (STX.US) shares climbed nearly 4% [1] Group 2 - Nomura Securities predicts that the storage supercycle, which began in the second half of this year, will continue until at least 2027 [1] - The firm emphasizes that significant new supply will not emerge until early 2028 [1] - Investors are advised to overweight storage leaders in 2026, focusing on the interplay of storage chip prices, profits, and valuations as the main investment theme [1] - Nomura expects the three major storage chip companies to achieve record high profits [1]