Group 1 - Nvidia's CEO Jensen Huang's comments at CES have reignited bullish sentiment in storage stocks, with Sandisk Corp. (SNDK.US) surging 28%, marking its best single-day performance since February last year [1] - Sandisk's stock has increased over 47% in the first three trading days of 2026 and has risen an astonishing 1080% since hitting a low on April 22 of last year [1] - Other storage companies like Western Digital (WDC.US) and Seagate Technology (STX.US) also recorded double-digit gains, following Sandisk's performance [1] Group 2 - Analyst Jack Silverman noted that the growing demand for AI training and inference, coupled with supply constraints and rising storage chip prices, is driving the strength in digital storage stocks [1] - Huang's statements indicate that demand for NAND storage in Nvidia's systems will remain robust [1] - Samsung Electronics and SK Hynix are reportedly seeking to raise server DRAM prices by 60% to 70% in the first quarter compared to the fourth quarter of last year [1] Group 3 - Bank of America analyst Wamsi Mohan highlighted that Sandisk and other storage companies are seen as core beneficiaries of AI inference and edge AI developments by 2026 [2] - Mohan expects that the demand for storage will "skyrocket" as institutions retain increasing amounts of data for training, analysis, and compliance purposes [2] - The focus of AI investment has primarily been on capital expenditures and driving AI model training, which is expected to lead to the next wave of hardware spending [2]

行情的催化剂来自黄仁勋在国际消费电子展(CES)上的表态。"对于存储而言，这完全是一个尚未被满足 的市场，"他周一表示，"这是一个前所未有的市场，并很可能成为全球最大的存储市场，本质上将承载 全球AI的工作记忆。" 分析师杰克.西尔弗曼指出，在人工智能训练和推理需求不断增长的背景下，供应紧张和存储芯片价格 飙升正推动数字存储类股走强。黄仁勋在CES的言论"表明，在英伟达的系统中，对NAND存储的需求 将保持强劲"。 存储芯片价格持续攀升。本周早些时候，韩国经济日报报道称，三星电子和SK海力士正寻求在第一季 度将服务器DRAM价格较去年第四季度上调60%至70%。 英伟达首席执行官黄仁勋一席话，再度点燃了存储类股的做多热情。周二，Sandisk Corp.(SNDK.US)股 价飙升28%，创下去年2月以来最佳单日表现。该股在2026年前三个交易日内累计暴涨超过47%，自去 年4月22日触及低点以来，涨幅已高达惊人的1080%。当日，该公司成为标普500指数中表现最佳的成分 股，西部数据(WDC.US)和希捷科技(STX.US)等其他存储公司亦录得两位数涨幅，紧随其后。 美国银行分析师瓦姆西.莫汉在1月4日的一 ...