“芯”主角换人？从GPU转向存储，华尔街押注SanDisk、美光等三雄

金十数据01-07

AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。近期受益于AI热潮的最大赢家并非核心AI处理器厂商，如和，而是内存与存储组件制造商。在2025年，、和股价分别上涨超过200%，成为年度涨幅前三的公司（以全年均在指数中的公司计算）。于去年2月重新成为独立公司，并在年中加入标普500指数，其2025年交易期间股价累计上涨超过550%。随着AI需求增长和应用更强大，...

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吉林临江
01-08
吉林临江
**华尔街

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Moving from GPU to storage, Wall Street bets on SanDisk, Micron and other trio","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNDK":0.9,"MU":1.93},"content_text":"AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。近期受益于AI热潮的最大赢家并非核心AI处理器厂商，如和 ，而是内存与存储组件制造商。在2025年，、和股价分别上涨超过200%，成为年度涨幅前三的公司（以全年均在指数中的公司计算）。于去年2月重新成为独立公司，并在年中加入标普500指数，其2025年交易期间股价累计上涨超过550%。随着AI需求增长和应用更强大，对内存与存储组件的需求也随之提升。这一趋势同时推动了主要厂商产品价格上涨。2025年的最大赢家在2026年仍在继续加码。根据道琼斯市场数据，闪迪周二股价上涨27.6%，创下自2025年2月18日28.7%涨幅以来的最佳单日表现。瑞穗交易台分析师乔丹·克莱因（Jordan Klein）表示，这一涨幅主要受到英伟达CEO黄仁勋周一在CES大会上的乐观言论推动。黄仁勋在演讲中提到，“内存在AI应用场景及推理、长链逻辑推断以及通过智能代理AI召回所有用户查询的键值缓存中将发挥重要作用。”克莱因表示。英伟达在CES发布的书面声明也强调了内存的重要价值，包括一款新的“推理上下文内存存储平台”，公司称其“能够在AI基础设施中高效共享与复用键值缓存数据”。克莱因补充称，闪迪周一也向投资者表达了积极信息，对需求和长期供应协议持乐观态度。周一，闪迪宣布其固态硬盘（SSD）系列进行新品牌命名，包括现在的Optimus GX PRO系列。闪迪公告称，该系列产品“代表性能巅峰”，并补充道，这些驱动器“专为追求最新技术突破和极致性能的开发者、专业人士及玩家设计，适用于打造AI PC、工作站或高端个人电脑”。不过，闪迪周二的股价走势可能更多反映了存储与内存板块的整体动能。同期，美光股价上涨10%，西部数据上涨约17%，希捷上涨14%。进入1月仅几天，闪迪股价已以47的年初至今涨幅再次领跑标普500指数，西部数据以27%的涨幅位列第二。编辑/rice","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":519389433582136,"gmtCreate":1767833265011,"gmtModify":1767833267201,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"htmlText":"**华尔街","listText":"**华尔街","text":"**华尔街","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519389433582136","repostId":2601870874,"repostType":2,"repost":{"id":"2601870874","kind":"news","pubTimestamp":1767780240,"share":"https://www.laohu8.com/m/news/2601870874?lang=zh_CN&edition=full","pubTime":"2026-01-07 18:04","market":"us","language":"zh","title":"“芯”主角换人？从GPU转向存储，华尔街押注SanDisk、美光等三雄","url":"https://stock-news.laohu8.com/highlight/detail?id=2601870874","media":"金十数据","summary":"AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。于去年2月重新成为独立公司，并在年中加入标普500指数，其2025年交易期间股价累计上涨超过550%。根据道琼斯市场数据，闪迪周二股价上涨27.6%，创下自2025年2月18日28.7%涨幅以来的最佳单日表现。克莱因补充称，闪迪周一也向投资者表达了积极信息，对需求和长期供应协议持乐观态度。同期，美光股价上涨10%，西部数据上涨约17%，希捷上涨14%。","content":"<html><body><article><p>AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。</p><p>近期受益于AI热潮的最大赢家并非核心AI处理器厂商，如和 ，而是内存与存储组件制造商。在2025年，、和股价分别上涨超过200%，成为年度涨幅前三的公司（以全年均在指数中的公司计算）。</p><p>于去年2月重新成为独立公司，并在年中加入<a href=\"https://laohu8.com/S/161125\">标普500</a>指数，其2025年交易期间股价累计上涨超过550%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260107183148375d2010nzzjb41ebf\"/><p>随着AI需求增<a href=\"https://laohu8.com/S/00001\">长和</a>应用更强大，对内存与存储组件的需求也随之提升。这一趋势同时推动了主要厂商产品价格上涨。</p><p>2025年的最大赢家在2026年仍在继续加码。根据道琼斯市场数据，闪迪周二股价上涨27.6%，创下自2025年2月18日28.7%涨幅以来的最佳单日表现。</p><p>瑞穗交易台分析师乔丹·克莱因（Jordan Klein）表示，这一涨幅主要受到<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋周一在CES大会上的乐观言论推动。黄仁勋在演讲中提到，“内存在AI应用场景及推理、长链逻辑推断以及通过智能代理AI召回所有用户查询的键值缓存中将发挥重要作用。”克莱因表示。</p><p>英伟达在CES发布的书面声明也强调了内存的重要价值，包括一款新的“推理上下文内存存储平台”，公司称其“能够在AI基础设施中高效共享与复用键值缓存数据”。</p><p>克莱因补充称，闪迪周一也向投资者表达了积极信息，对需求和长期供应协议持乐观态度。</p><p>周一，闪迪宣布其固态硬盘（SSD）系列进行新品牌命名，包括现在的Optimus GX PRO系列。闪迪公告称，该系列产品“代表性能巅峰”，并补充道，这些驱动器“专为追求最新技术突破和极致性能的开发者、专业人士及玩家设计，适用于打造AI PC、工作站或高端个人电脑”。</p><p>不过，闪迪周二的股价走势可能更多反映了存储与内存板块的整体动能。同期，<a href=\"https://laohu8.com/S/MU\">美光</a>股价上涨10%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>上涨约17%，<a href=\"https://laohu8.com/S/STX\">希捷</a>上涨14%。</p><p>进入1月仅几天，闪迪股价已以47的年初至今涨幅再次领跑标普500指数，西部数据以27%的涨幅位列第二。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260107183154842d20171gmyb8g1yt\"/><p>编辑/rice</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“芯”主角换人？从GPU转向存储，华尔街押注SanDisk、美光等三雄\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 18:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107183156a4a76150&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。近期受益于AI热潮的最大赢家并非核心AI处理器厂商，如和 ，而是内存与存储组件制造商。在2025年，、和股价分别上涨超过200%，成为年度涨幅前三的公司（以全年均在指数中的公司计算）。于去年2月重新成为独立公司，并在年中加入标普500指数，其2025年交易期间股价累计上涨超过550%。随着AI需求增长和应用更强大，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107183156a4a76150&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4575":"芯片概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4566":"资本集团","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","SNDK":"闪迪","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4579":"人工智能","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4588":"碎股","BK4605":"半导体精选","LU0056508442.USD":"贝莱德世界科技基金A2","BK4170":"电脑硬件、储存设备及电脑周边","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4554":"元宇宙及AR概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4543":"AI","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","MU":"美光科技","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4141":"半导体产品","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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