Changxin Memory surges before the open as pre-market trading heats up; storage assets regain a premium in the AI era

If in the past few years the AI boom was about GPUs, then in the coming years the real beneficiaries will also include storage chips. After the pre-market contract was launched, Changxin Memory quickly attracted large amounts of capital, which also shows that investors have begun betting on new opportunities in the storage industry in the AI era.
AI model training and inference require massive memory support, DRAM demand continues to rise, and the global storage industry is entering a new growth cycle. Compared with traditional consumer electronics demand, AI servers have become the industry’s biggest growth engine, and domestic DRAM companies have also reached a historic development window.
This pre-market contract not only increased market attention, but also encouraged more international investors to research China’s storage industry. In the past, overseas investors faced certain barriers when participating in A-share technology companies, while pre-market contracts provide a more flexible price-discovery channel.
It is worth noting that pre-market prices mainly reflect market expectations rather than the company’s true value. What ultimately determines long-term performance is still technical R&D capability, market share, and earnings growth. But based on capital performance, the market is clearly willing to grant Changxin Memory a higher growth premium.
As the AI industry continues to expand, the importance of storage chips keeps increasing, and Changxin Memory in the future may also become one of the key representative domestic semiconductor companies #夏日创作营