#股票交易分享挑战 U.S. storage stocks surge: SK hynix jumps 9%

On August 12 local time, the three major U.S. stock indexes moved in different directions, but AI-related stocks surged across the board, becoming the focus of the market. The Dow edged down 0.04% to 53,770.27 points, the S&P 500 rose 0.26% to 7,748.50 points, and the Nasdaq rose 0.54% to 26,588.49 points. While the indexes were uneventful, individual stocks presented a very different picture.
Memory chip stocks were the brightest stars of the day. SK hynix surged more than 9%, SanDisk rose more than 5%, Western Digital rose more than 3%, Seagate rose more than 7%, and Micron Technology rose more than 4%. Semiconductor equipment stocks also strengthened across the board, with Applied Materials rising more than 4%, Lam Research rising more than 4%, and KLA rising more than 3%. Optical communications and cloud sectors rallied together, reigniting the entire AI computing-power industry chain.
The catalyst for this round of gains in storage stocks is the steadily intensifying demand for AI computing power. Goldman Sachs recently released a report clearly stating that memory price increases will continue through mid-2027, though the pace of gains is slowing. This assessment reassured the market—the explosive growth of AI servers is pulling storage chips out of their fate of “cyclical oversupply” and pushing them into a new cycle of “supply falling short of demand.”
The logic chain behind this is clear: AI training and inference require massive amounts of high-bandwidth memory (HBM), while HBM capacity is firmly controlled by the three giants SK hynix, Samsung, and Micron. On the demand side, GPU manufacturers such as NVIDIA are placing orders aggressively, while on the supply side, capacity is constrained by advanced packaging, making it difficult to close the supply-demand gap in the short term. Higher storage prices directly translate into greater profit upside for these manufacturers.
For A-share investors, this round of gains in U.S. storage stocks has a direct read-through effect. A-share storage concept stocks, such as GigaDevice, YMTC-affiliated Longsys, and Montage Technology, as well as storage modules and packaging and testing, have historically been highly sensitive to overseas storage price increases. However, it should be noted that A-share storage stocks do not always move in sync—the technological gap in domestic storage and the position in the inventory cycle will both affect the strength and pace of any follow-on gains.
A more important question to consider is: How far can this AI storage upcycle go? Goldman Sachs says price increases will continue through mid-2027, but this is based on the premise that AI capital spending does not cool. If any signs of a slowdown emerge in the AI investment of major technology companies, storage stock valuations will bear the brunt. The current frenzy in U.S. storage stocks is essentially a collective bet on the outlook for AI computing power. $NVDA .