HK Stock Market Move | The collective concept of storage is high, driven by AI-driven storage chip fever, and overseas storage leaders are frequently reaching new highs.
The storage concept collectively soared, as of the deadline, South doubled its position in Hailishi (07709) by 15%, closing at 69 Hong Kong dollars; South doubled its position in Samsung Electronics (07747) by 14.98%, closing at 119.35 Hong Kong dollars.
Storage concept collectively increased. As of press time, CSOP SK Hynix Daily (2x) Leveraged Product (07709) rose by 15% to 69 Hong Kong dollars; CSOP Samsung Electronics Daily (2x) Leveraged Product (07747) rose by 14.98% to 119.35 Hong Kong dollars; Montage Technology (06809) rose by 8.21% to 298 Hong Kong dollars; GigaDevice Semiconductor Inc. (03986) rose by 6.01% to 494 Hong Kong dollars.
On the news front, the global storage boom continues, with overseas storage leaders recently hitting new highs. After the opening of the South Korean stock market this morning, chip giants saw a surge, with Samsung Electronics' stock price rising by more than 12% and SK Hynix's stock price also rising by over 10%, hitting a historical high. In addition, overnight, leading storage stocks in the US stock market surged again, with Micron Technology closing up 11.06% and having a market value exceeding 700 billion US dollars, while SanDisk closed up nearly 12%, reaching a market value of over 200 billion US dollars, a new high.
Previously, the four tech giants, Google, Microsoft, Amazon, and Meta, released their first quarter 2026 financial reports and announced their full-year 2026 capital expenditure guidance. According to the upper limit of each company's disclosed range, the total capital expenditure scale of the four companies is expected to exceed 700 billion US dollars. Both Microsoft and Meta explicitly stated in their official financial reports conference calls that the rise in storage chip prices was one of the core factors leading to this capital expenditure exceeding market expectations.
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