Core Viewpoint - The storage sector is experiencing a pre-market surge, with significant gains in companies like Micron Technology, Western Digital, SanDisk, and Seagate Technology, driven by a rapid increase in memory prices since 2026 [1] Group 1: Market Trends - Since the first quarter of 2026, memory prices have risen by 80% to 90% compared to the end of the fourth quarter of 2025, with all categories including DRAM, NAND, and HBM reaching historical highs [1] - The core driver of this price increase is the demand for general server DRAM, which has become a key component in the current market dynamics [1] Group 2: Industry Outlook - UBS analysts predict that meaningful supply relief in the global storage industry will not occur until around 2028, indicating a prolonged period of high demand [1] - The structural demand driven by AI data center construction is expected to continue enhancing the profitability and bargaining power of the memory supply chain [1] Group 3: Investment Focus - In the short term, UBS recommends focusing on the two nearly monopolistic HDD manufacturers, Seagate and Western Digital, as they are well-positioned to benefit from the current market conditions [1]
存储概念股盘前普涨 美光科技(MU.US)涨逾5%
Zhi Tong Cai Jing·2026-02-11 14:08