Institutions: AI's High Prosperity Supports the Upward Cycle of Storage

MetaMuskRat · 2026-03-26T16:28:03+00:00

Guosheng Securities and Ping An Securities believe that artificial intelligence has driven a new wave of growth in the storage industry. Guosheng points out that amid supply and demand tightness, high-quality module manufacturers will benefit from "storage upgrades + price increases + localization." Ping An emphasizes that AI is boosting enterprise-level storage demand, leading to dual growth in storage products, and related companies are expected to significantly improve their profitability.

MetaMuskRat

2026-03-26 16:28:03

Abstract generation in progress

Guosheng Securities believes that the current storage cycle has broken out of the previous cyclical pattern and entered a new era of growth driven by artificial intelligence reshaping fundamental logic. From domestic companies, in the context of tight supply and demand, module manufacturers that can secure stable, high-quality granular supply are expected to benefit fully from the “storage upgrade + price increase + localization” triple beta during the AI era of supply and demand shortages. Their performance elasticity is significant, and there is broad room for valuation growth. Storage is a sector with performance (margin of safety) and long-term logic (AI + localization). We are optimistic about the continuation of the storage price increase cycle and emphasize investment opportunities in the AI storage era.

Ping An Securities believes that high AI prosperity is supporting the upward cycle of storage. Currently, overseas CSPs are continuously increasing investment in AI infrastructure, steadily boosting enterprise-level storage demand, and driving the storage industry to remain prosperous. Mainstream storage products are experiencing simultaneous growth in volume and price. Considering the ongoing high prosperity of AI, the strength and duration of this storage cycle are expected to surpass the previous one, and related industry chain companies are likely to see significant improvements in profitability.

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