2026-01-07 14:26:31

Original factory storage chips have become the most关注ed direction in 2026. The market with rising prices and volume has already shown initial signs, and based on performance data, it indeed looks promising. The Q4 quarter-on-quarter growth is strong, and after entering 2026, it has been steadily increasing, with a high probability of continuous improvement in the full-year fundamentals.

Funds that haven't conducted in-depth research have already been washed out. Truly patient investors should focus on the multiple opportunities in this sector—first see if it can hit new highs recently, and the potential for further gains after reaching new highs is the key.

The situation in the optical module industry chain is somewhat different. Although there is collective capital gathering, during the rebound, caution should be exercised regarding selling pressure. Frankly, the growth expectations for the optical module track after 2026 have become limited, and the long-term strategic value needs to be reassessed.

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HashBard

· 01-09 07:10

nah the optical module copium is real tho... everybody's chasing the same narrative til the music stops fr

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GateUser-44a00d6c

· 01-08 18:42

The storage chip market is indeed interesting this time. Those who were trapped before should now reflect.

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GateUser-e87b21ee

· 01-08 12:09

There are indeed some developments in storage chips, but it seems like the optical modules are about to cool down.

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FUD_Vaccinated

· 01-07 14:55

This wave of chips really requires a long-term perspective, not short-term trading.

I've already exited the optical modules; the risk outweighs the reward.

Wait, isn't this logic reversed? You need to hit a new high first to see the multiples?

The fundamentals of storage chips are indeed strengthening, but don't be fooled by this rebound.

The funds that were washed out should have already exited; now entering the market, you need to consider stop-loss strategies.

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ShortingEnthusiast

· 01-07 14:55

I'm optimistic about storage chips this time, but don't be like those washed-out leeks.

As for optical modules, I advise you not to touch them; a shipment surge will lead to a bloodbath.

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MainnetDelayedAgain

· 01-07 14:52

Will storage chips have to wait until 2026 to start rising steadily? According to database records, how many times has this expectation been postponed? How long has it been since the last promised increase? It is recommended to be recorded in the Guinness World Records.

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StablecoinSkeptic

· 01-07 14:34

Storage chips are indeed doing well this time, but it depends on who can get the chips.

I haven't touched optical modules for a long time; the shipment pressure is too high.

Where are the real opportunities in 2026? Not necessarily now.

A simultaneous rise in volume and price sounds comfortable, but few can really benefit.

The real show starts after reaching new highs; it's still early.

This round of shakeout probably isn't over yet; the leeks should wake up.

Long-term, optical modules are not worth it; short-term rebounds should be sold.

An upward fundamental does not mean the stock price will rise; don't be fooled.

It's not too late to get on after hitting new highs; entering now is just catching the bag.

Deeply studying this kind of talk, just listen to it; who really does it?

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