NVIDIA's new product is accused of reducing memory capacity, domestic and foreign storage stocks plummet in response

Since 2026, the market value of listed storage companies has been continuously reaching new highs, and the market is attempting to transform storage assets from traditional "cyclical stocks" to "core infrastructure assets of the AI era." During this valuation switch window, a research report by overseas research firm SemiAnalysis on the memory downgrade and cost reduction of Nvidia's new generation Vera Rubin AI server platform has triggered a collective pullback of storage concept stocks at home and abroad. According to industry analysis, the downgrade mentioned in this report is limited to the system memory on the CPU side and is not related to the core GPU computing power, which is based on Nvidia's multiple strategic choices taking into account the supply chain, power consumption, and cost.