Recently, there's a phenomenon that really hits home—over the past few months, the most outrageous increase isn't in the US stock market, gold and silver, let alone the A-shares or BTC. It’s actually a single memory stick.

You read that right. At the start of 2026, the global storage market suddenly kicked off a price surge. The price of a single 256GB DDR5 server memory module directly broke 40,000 yuan, quadrupling in three months. Doing a quick calculation, a whole box of 100 modules is worth up to 4 million yuan, equivalent to a house in a first- or second-tier city.

On January 6th, the US stock storage sector collectively surged, with SanDisk soaring 24% in a single day—its biggest single-day increase in ten months. Merchants in Shanghai and Shenzhen went crazy shopping. Consumer-grade 2×16GB DDR5 memory doubled in half a year, with giants like Xiaomi and Lenovo already hinting that their 2026 new products will see a 10%-15% price increase due to rising costs.

From cars to personal computers, from digital cameras to TVs, any product that needs memory is set to rise in price. The reason is quite straightforward—the demand in the AI era has exploded. AI training, data centers, inference services—all rely on storage, causing the supply chain to be directly overwhelmed.

Interestingly, when the return on investment for a memory stick outperforms gold, silver, and even Rolex, what do you think of? The madness of the 17th-century Dutch tulip bubble? Or is this an inevitable result of human technological progress under the AI wave? Or are we experiencing another irrational market boom?