投资者狂买！AI需求点燃行情，存储股成华尔街新宠

Group 1 - The core focus of the market on January 6 was the significant rise in storage-related stocks, with companies like SanDisk (SNDK.O) leading the charge, seeing a price increase of over 27% and a cumulative rise of nearly 43% over the last five trading days [1] - Micron Technology (MU.O) also experienced a notable increase of approximately 10%, reaching a market capitalization exceeding $380 billion, while Western Digital (WDC.O) and Seagate Technology (STX.O) saw gains of over 16% and 14% respectively, making the storage sector one of the strongest industry groups of the day [1] - The rise in storage stocks is attributed to heightened investor expectations regarding semiconductor and storage demand, driven by robust AI infrastructure needs, leading to a reassessment of the memory and storage market [1] Group 2 - The overall market showed a clear trend of sector rotation, with strong upward momentum in the storage and semiconductor sectors, positively impacting related indices such as the Philadelphia Semiconductor Index [2] - The optimism surrounding AI and data center infrastructure growth was bolstered by product launches and technology roadmaps presented at the CES, leading to higher valuations for companies in the storage sector [2] - Despite the strong performance of storage stocks, cooling and auxiliary equipment stocks related to data centers showed relative weakness, indicating a market preference for companies directly benefiting from rising AI and data storage demands [2] Group 3 - Investors are closely monitoring upcoming macroeconomic data, including labor market and inflation indicators, which will provide guidance for the Federal Reserve's future interest rate path and may influence risk asset pricing [3] - The ability of the storage sector to maintain growth momentum amidst high baseline effects and changing supply chain dynamics will be a key variable for investors [3]