Group 1: Storage Products - The global storage giant SanDisk announced a price increase of over 10% for consumer storage products starting April 1, with potential for further increases in the coming quarters [2] - The price hike is attributed to two main factors: reduced supply due to major manufacturers like Samsung, Hynix, and Micron cutting production, particularly of high-end storage chips, leading to potential shortages starting Q2 [2] - There is a surge in demand driven by AI technology, with devices such as servers, smartphones, and AI glasses requiring significantly higher storage capacities, for instance, AI servers need 2-4 times the storage of regular servers [2] Group 2: Non-Ferrous Metals - Prices of metals such as copper, aluminum, and cobalt are rising, with international copper prices increasing by over 10% this year and cobalt prices surging over 20% in a week due to export halts from the Democratic Republic of Congo [4] - The price increases are driven by three main factors: policy stimulus from domestic infrastructure and renewable energy initiatives, a surge in demand from the electric vehicle and renewable energy sectors, and supply constraints due to production halts in copper mines and geopolitical conflicts affecting cobalt exports [4] - While consumers may not feel the immediate impact, businesses will face increased cost pressures, and investors are advised to monitor related stocks that may benefit from these price increases [4] Group 3: Underlying Trends - The price increases in both storage and metals are not coincidental but are part of broader trends driven by technology and global dynamics [6] - AI and renewable energy are reshaping industry rules, making high-end storage and rare metals highly sought after [6] - Geopolitical tensions and tariffs are making supply chains more fragile, necessitating adaptive strategies from companies [6] Group 4: Future Outlook - The upward price trend in both storage and non-ferrous metals is expected to continue, with investors advised to pay attention to policy and technological indicators [7] - A specialized report titled "Clue Early Know" will be released to help investors identify potential opportunities in the storage and non-ferrous metal sectors [7]