Abnormal movement in US stocks | Strong performance in storage concept stocks, Western Digital (WDC.US) surges nearly 10%

According to the Wisdom Economic and Financial APP, on Thursday, US stock storage concept stocks showed strong performance, with Western Digital (WDC.US) soaring nearly 10%, Seagate Technology (STX.US), Micron Technology (MU.US) rising over 6%, and SanDisk (SNDK.US) rising over 5%. In terms of news, financial company Aletheia Capital significantly raised its price expectations for DRAM and HBM memory in its latest report, believing that memory is becoming the most critical component in AI hardware systems, with its proportion of comprehensive value expected to increase from about 40% in 2025 to over 70% in 2027. The institution predicts that the average selling price of DRAM will increase by 30% in the third quarter of 2026, far exceeding the previous estimate of 10% to 15%, and is expected to rise by another 10% to 15% in the fourth quarter; the average selling price of HBM may double each year until 2027.