哔哩哔哩涨超10%,中芯国际涨超6%,A股存储芯片爆发
21世纪经济报道·2025-10-21 03:32

Group 1 - The core viewpoint of the article highlights a significant surge in the A-share storage chip sector, with multiple companies experiencing substantial stock price increases on October 21 [1][6]. - Notable stock performances include Yachuang Electronics rising over 12%, Xiangnong Chip Innovation increasing by 9.3%, and Taiji Industry gaining 10% [1][2]. - The overall market sentiment is positive, with the ChiNext Index rising over 3% and more than 4,100 stocks in the Shanghai and Shenzhen markets experiencing gains [2][3]. Group 2 - The Hong Kong Hang Seng Index rose nearly 2%, with the Hang Seng Technology Index increasing over 3%, indicating strong performance in tech stocks [4]. - Key stocks in Hong Kong include Bilibili rising over 10%, SMIC increasing over 6%, and BYD Electronics gaining about 5% [4][5]. - The global price surge in storage products is expected to create business opportunities for domestic manufacturers, with a notable increase in stock prices for storage chip companies [6]. Group 3 - DDR4 memory prices have reportedly surged over twofold, with 16GB modules exceeding 500 yuan, leading to industry commentary that they are among the best investment products of the year [5][6]. - Dongxin Co. has seen a year-to-date stock price increase of 298%, reflecting the bullish market expectations for the storage chip sector [6].