板块异动 | 存储芯片表现活跃 存储巨头业绩超预期驱动板块景气上行

Group 1 - The A-share storage chip sector showed strong activity, rising over 1%, with notable companies like Zhaoyi Innovation, Demingli, and Jiangbolong experiencing gains [1] - Kioxia's annual performance report exceeded market expectations for both revenue and net profit, highlighting expanding demand for data center and enterprise-level AI application servers, alongside strong demand from PCs and smartphones due to new AI models [1] - Kioxia emphasized that the surge in data center demand is expected to outstrip supply [1] Group 2 - Deutsche Bank forecasts that the DRAM supply tightness will persist until 2027 or even 2028, driven by a surge in demand for high-bandwidth memory due to the AI boom [2]