Group 1 - The storage chip sector has emerged as a strong focus at the beginning of the year, with A-share semiconductor equipment stocks continuing to rise, leading to historical highs for companies like Chipone, AMEC, North Huachuang, and Tsinghua Unigroup [1] - The STAR semiconductor ETF surged by 7%, accumulating a total increase of 16% over three trading days, while the largest STAR 50 ETF saw a net inflow of 1.546 billion, ranking first in the ETF market [1] - Samsung Electronics and SK Hynix plan to increase server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025, opting for quarterly contracts to adapt to price fluctuations [1] Group 2 - Jensen Huang emphasized the unprecedented demand for memory and storage driven by AI systems, suggesting it could become the largest storage market globally [1] - Following Micron's significantly better-than-expected performance, Samsung is expected to report a 160% increase in Q4 operating profit, marking a seven-year high [1] - The domestic storage giant Changxin Technology's IPO application has been accepted by the STAR Market [1] Group 3 - Guotai Junan Securities predicts a substantial increase in storage chip prices driven by strong AI demand, with DDR4 16Gb prices potentially rising by 1800% by 2025, and a continued supply shortage expected in 2026 [1]
巨头Q1拟提价70%+黄仁勋强CALL，科创半导体ETF(588170)飙涨7%，科创50ETF(588000)单日“吸金”15亿，居ETF市场第一
Ge Long Hui A P P·2026-01-07 05:16