Core Viewpoint - The storage sector is experiencing significant growth, with companies like Micron Technology, Western Digital, SanDisk, and Seagate reaching historical highs, driven by increased demand from AI and server capacity [1] Group 1: Market Performance - Micron Technology (MU.US) and Western Digital (WDC.US) both rose over 5%, while SanDisk (SNDK.US) increased by more than 4%, and Seagate Technology (STX.US) saw a rise of over 1% [1] - The storage market is reported to have entered a "super bull market" phase, surpassing the historical highs of 2018 [1] Group 2: Price Forecast - It is projected that storage prices will surge by 40% to 50% by Q4 2025, with an additional increase of 40% to 50% expected in Q1 2026, followed by a further rise of approximately 20% in Q2 2026 [1] Group 3: Supplier Dynamics - The bargaining power of suppliers has reached an all-time high due to the surging demand for AI and server capacity [1]
存储板块持续走强 美光科技(MU.US)、西部数据(WDC.US)涨超5%
Zhi Tong Cai Jing·2026-01-21 15:44