Storage chip super cycle is coming, funding clients are rushing to grab 16 concept stocks.

Many institutions analyze that the "storage chip super cycle" driven by the AI wave is fully arriving. Citigroup predicts that the average selling prices of dynamic random access memory and flash memory products may increase by 88% and 74% in 2026, which is higher than the bank's previous forecast of 53% and 44%. A research report from China Merchants Securities pointed out that as of January 2026, the global storage industry is in a clearly rising price period. The price increase trend in this round of storage market has driven the performance improvement of many concept stocks, and the secondary market performance of related concept stocks is also becoming more active. According to Securities Times Databao statistics, as of the close of January 23, storage chip concept stocks have increased by an average of 24.8% since January, far outperforming the Shanghai Stock Index during the same period. Purui Technology, Biwin Storage, Jiangbolong, Hengshuo Technology, and Zhaoxin Innovation ranked in the top five in terms of cumulative gains. In terms of funding, margin financing clients have recently added large positions in storage chip concept stocks. According to Databao statistics, as of the close of January 23, there have been 16 storage chip concept stocks with net purchases of over 100 million yuan since this month, among which Jiangbolong, Biwin Storage, Lanqi Technology, Demingli, and Ziguang Guowei have received net purchases of over 500 million yuan.