Group 1 - The core viewpoint of the article highlights a significant surge in storage stocks in the US market, which has positively influenced the A-share market, particularly in storage chip stocks [1][2] - Bernstein raised the target price for SanDisk from $300 to $580, citing an unprecedented storage supercycle driven by AI-related data explosion [1] - Wells Fargo also increased target prices for several storage companies, including raising SanDisk's target from $230 to $380, Western Digital's from $180 to $260, and Micron Technology's from $335 to $410 [1] Group 2 - Since September 2025, DDR5 memory prices have increased by over 300%, while DDR4 memory prices have risen by more than 150% [2] - AI servers are consuming 53% of the global monthly memory production capacity, with demand for memory in AI servers being 8-10 times higher than that of regular servers [2] - The storage market is reported to have entered a "super bull market" phase, surpassing historical highs from 2018 [2] Group 3 - Notable stock performances include: - Jintaiyang (金太阳) with a 20% increase and a market cap of 4.292 billion [3] - Baiwei Storage (佰维存储) up 11.45% with a market cap of 81.7 billion [3] - Jingce Electronics (精测电子) rising 11.28% with a market cap of 37 billion [3] - Blue Arrow Electronics (蓝箭电子) increasing by 10.17% with a market cap of 8.006 billion [3] - Other companies like Kangqiang Electronics (康强电子), Changdian Technology (长电科技), and Huicheng Co. (汇成股份) also showed significant gains [3]