周五，存储概念股盘前普涨，闪迪(SNDK.US)涨4%，西部数据(WDC.US)涨2%，美光科技(MU.US)涨逾 1%。消息面上，国际市场研究机构Omdia表示，存储产品市场正经历一轮前所未有的上升周期。就 NAND而言，鉴于当前处于低位起点且供应条件趋紧，这一上涨趋势将明确延续至2026年。Omdia预期 2026年AI需求推动NAND价格上涨40%。 ...

Group 1 - The core viewpoint of the article is that the storage sector is experiencing a significant upward trend, with NAND prices expected to rise due to increasing demand driven by AI applications [1] - According to Omdia, the storage products market is undergoing an unprecedented growth cycle, particularly in NAND, which is anticipated to continue until 2026 [1] - Omdia forecasts a 40% increase in NAND prices by 2026, primarily fueled by AI demand [1] Group 2 - Pre-market trading saw significant gains for storage concept stocks, with SanDisk (SNDK.US) up 4%, Western Digital (WDC.US) up 2%, and Micron Technology (MU.US) up over 1% [1] - The current market conditions are characterized by low starting points and tightening supply, which supports the ongoing upward trend in NAND pricing [1]