存储板块走强 闪迪(SNDK.US)涨超7%

Core Viewpoint - The storage sector is experiencing significant gains, driven by increased demand for AI and data centers, leading to a supply-demand imbalance in the global memory market [1] Group 1: Market Performance - SanDisk (SNDK.US) rose over 7%, Seagate Technology (STX.US) increased over 5%, Western Digital (WDC.US) gained over 4%, and Micron Technology (MU.US) saw an increase of over 2% [1] Group 2: Price Adjustments - TrendForce has revised its forecasts for the first quarter of 2026, increasing the expected quarterly growth rates for DRAM and NAND Flash prices due to heightened demand [1] - The overall Conventional DRAM contract price is now expected to rise by 90-95%, up from the previously estimated 55-60% [1] - NAND Flash contract prices have been adjusted from a projected increase of 33-38% to 55-60%, with potential for further upward revisions [1] Group 3: Supply Dynamics - The demand for PC DRAM remains high, with a general shortage despite tier-1 PC OEMs securing supply, leading to declining inventory levels [1] - In a seller's market, the contract price negotiations are expected to elevate, with PC DRAM prices projected to increase by over 100% in the first quarter of 2026, marking a historical high [1]