Core Viewpoint - The semiconductor sector, particularly storage chips, is experiencing a significant price surge, with several companies seeing stock price increases of around 20% or more, indicating strong market momentum and potential investment opportunities [1][2][5]. Group 1: Stock Performance - Companies such as Gaomeng New Materials, Nanda Optoelectronics, and Xinyuan Microelectronics have all reached a 20% limit up in stock price [1]. - Anji Technology is close to a 20% limit up, while other companies like Garden Holdings and Yinxin Development also hit the limit up [1]. - The storage chip sector is leading the market, with the sector index rising over 3% [2]. Group 2: Price Trends - Samsung Electronics and SK Hynix plan to increase server DRAM prices by 60% to 70% in Q1 2026 compared to the previous quarter, indicating a strong upward trend in memory chip pricing [4]. - The global price surge in storage chips presents a historic opportunity for domestic semiconductor equipment manufacturers [5].
这一板块，大面积涨停
第一财经·2026-01-07 03:22