智通财经网·2026-01-08 15:44Group 1 - The storage sector experienced a widespread decline, with SanDisk (SNDK.US) dropping nearly 10%, Western Digital (WDC.US) falling over 6%, and Micron Technology (MU.US) and Seagate Technology (STX.US) decreasing by more than 3% [1] - The primary driver for the rise in storage chip stocks has been the surge in AI infrastructure spending and increased demand leading to higher prices for storage chips and components [1] - Investors are questioning the sustainability of the recent price increases, particularly in light of doubts regarding the ability of AI-related capital expenditures to maintain their current pace without significant returns [1] Group 2 - Peter Anderson, Chief Investment Officer of Anderson Capital Management, expressed concerns that while the recent strong performance appears reasonable given the context of AI data center construction, there is a growing worry that market expectations for future demand may be overly optimistic [1] - Anderson highlighted the risks of historical cyclicality, excess capacity, and price pressure being underestimated by the market [1]