美股盘前:存储概念股延续涨势 闪迪大涨近7%
Group 1 - The core viewpoint of the article highlights the strong performance of storage concept stocks in the U.S. market, driven by AI demand, with significant gains for companies like SanDisk and Micron Technology [1] - SanDisk experienced a nearly 7% increase, while Micron Technology rose by nearly 4% [1] - Western Digital and Seagate Technology also saw gains of over 2% [1] Group 2 - The article notes that AI demand has led to a 60% increase in the annual profit guidance for Japanese storage giant Kioxia, exceeding consensus expectations [1] - In contrast, Cisco's stock dropped nearly 8% following its earnings report, while Applovin and QuantumScape fell over 5% and 10%, respectively [1]