AI布局加速落地，存储加速上涨，资金抢筹布局半导体设备，半导体设备ETF（159516）近20日净流入近84亿元

Group 1 - The core viewpoint of the articles indicates that the demand for AI and data centers is leading to a further imbalance in the global storage product supply and demand, with storage manufacturers gaining stronger pricing power [1] - It is projected that the overall DRAM contract prices (including HBM) will increase by 80-85% quarter-on-quarter in Q1 2026, while overall NAND Flash contract prices are expected to rise by 55-60% [1] - The storage industry is anticipated to see its total market value reach $551.6 billion by 2026, with a potential year-on-year growth of 53% to $842.7 billion in 2027 [1] Group 2 - NVIDIA's CEO Jensen Huang stated that the capital expenditures for AI infrastructure in the tech industry are reasonable, appropriate, and sustainable, with total capital expenditures for cloud service providers expected to reach $660 billion by 2026 [1] - AI-related companies like OpenAI and Anthropic are reportedly in good financial health, with the potential for revenue to quadruple if they can double their computing resources, provided users continue to pay for AI services [1] - The acceleration of AI deployment by major overseas companies has alleviated initial concerns about AI market conditions, leading to price increases in storage and wafer fabs, with strong ongoing demand for AI [1]