存储芯片涨价预期强烈！芯片概念股盘中爆发，电子ETF（159997）盘中涨超3%

Group 1 - A-shares opened lower but rebounded, with technology sector stocks leading the gains, particularly in the chip concept stocks, such as Longxin Zhongke rising by 20% and Haiguang Information and Lanke Technology increasing by over 11% [1] - The electronic ETF (159997) rose by over 3%, while the Tianhong Sci-Tech Innovation ETF (589860) increased by over 2% [2] - AMD and Intel have recently raised server CPU prices by 10% to 15%, with 2026 production capacity nearly fully booked, indicating a price increase trend that is being transmitted to the domestic market [2] Group 2 - The storage sector in the U.S. stock market saw a collective rise, with SanDisk increasing by over 9% to reach a new historical high, and Citigroup raised its target price for SanDisk from $280 to $490 and for Seagate Technology from $320 to $385, reflecting optimism about the supply-demand dynamics in the storage industry [2] - Counterpoint Research reported that the global storage market has surpassed the 2018 peak, with prices expected to rise by 40% to 50% in Q1 2026 and an additional 20% in Q2, indicating a strengthening seller's market [2] - Analysts suggest that due to the explosive demand for AI and supply-side contractions, the storage chip market is currently in a price uptrend, leading to a performance surge for global storage industry companies [2]