存储报价或进一步提升，云侧和端侧算力共振

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The electronic sub-sectors have significantly rebounded this week, with the Shenwan Electronics Secondary Index year-to-date performance as follows: Semiconductors (+52.20%), Other Electronics II (+47.12%), Components (+100.05%), Optical Electronics (+7.39%), Consumer Electronics (+53.73%), and Electronic Chemicals II (+44.14%) [2][9] - North American key stocks showed mixed performance this week, with notable changes including Apple (+4.17%), Tesla (-1.27%), Broadcom (+1.37%), Qualcomm (+3.36%), and Micron Technology (+8.22%) [2][11] - Samsung and SK Hynix are expected to raise storage prices by up to 30%, indicating a potential "super cycle" for storage. This price adjustment is driven by the rapid growth in AI-driven storage chip demand [2][3] - Cloud and edge computing capabilities are resonating, with significant capital expenditure growth expected among major cloud service providers (CSPs), projected to reach over $520 billion in 2026, a 24% year-on-year increase [2][3] - The launch of innovative edge AI products by tech giants is anticipated to flourish, particularly in smart glasses and other applications, suggesting a vibrant future for the edge AI industry chain [2][3] Summary by Sections Market Tracking - The electronic sub-sectors have shown a significant rebound this week, with the Shenwan Electronics Secondary Index increasing across various categories [9] Storage Price Trends - Storage prices are expected to rise significantly due to supply constraints and increased demand from AI applications, with DRAM prices projected to increase by 15%-30% and NAND prices by 5%-10% [2][3] Recommendations - Suggested companies to watch include: Overseas AI - Foxconn Industrial Internet, Huadian Technology, and others; Domestic AI - Cambricon, Chipone, and others; Storage - Demingli, Jiangbolong, and others; SoC - Rockchip, Espressif, and others [2][3]