周三，存储概念股盘前普涨，美光科技(MU.US)涨逾5%，西部数据(WDC.US)、闪迪(SNDK.US)、希捷 科技(STX.US)涨逾4%。 消息面上，2026年以来内存市场迎来快速上涨行情。2月9日，市场研究公司Counterpoint Research发布 的《2月内存价格追踪报告》显示，2026年第一季度以来，内存价格较2025年第四季度末已上涨80%— 90%，DRAM、NAND及HBM全品类价格均创历史新高，通用服务器DRAM成为本轮涨价核心推手。 瑞银分析师预计，全球存储行业出现"有意义的供给缓解"最早也要到2028年前后。在此之前，AI数据中 心建设所带来的结构性需求，将持续强化Memory产业链的景气度与议价能力。短期来看，瑞银建议聚 焦两大几近垄断的HDD厂商——希捷与西部数据。 ...

Group 1 - The core viewpoint of the article highlights a significant increase in memory prices since the beginning of 2026, with prices rising by 80% to 90% compared to the end of Q4 2025, driven by demand in the AI data center construction sector [1] - Major storage stocks, including Micron Technology (MU.US), Western Digital (WDC.US), SanDisk (SNDK.US), and Seagate Technology (STX.US), experienced pre-market gains of over 5% and 4% respectively, reflecting positive market sentiment [1] - UBS analysts predict that meaningful supply relief in the global storage industry will not occur until around 2028, indicating a prolonged period of strong demand and pricing power for the memory industry [1] Group 2 - The report from Counterpoint Research indicates that all categories of memory prices, including DRAM, NAND, and HBM, have reached historical highs, with general server DRAM being a key driver of the current price surge [1] - In the short term, UBS recommends focusing on the two nearly monopolistic HDD manufacturers, Seagate and Western Digital, as they are expected to benefit from the ongoing demand in the memory sector [1]