Group 1 - The core viewpoint of the news is that the storage sector is experiencing significant growth, driven by AI-related demand, leading to a "super cycle" in the storage market [2] - U.S. storage stocks surged, positively impacting A-share storage chip stocks, with notable gains in companies like Jin Sun, Baiwei Storage, and Jingce Electronics [1][3] - Bernstein raised SanDisk's target price from $300 to $580, highlighting the unprecedented demand for storage driven by AI [2] Group 2 - Major banks, including Wells Fargo, have also increased target prices for several storage companies, indicating strong market confidence [2] - The price of DDR5 memory has increased by over 300% since September 2025, while DDR4 memory prices have risen by over 150% [2] - AI servers are consuming 53% of global memory production capacity, significantly impacting the allocation of consumer-grade memory [2]