Changes in Hong Kong stocks | Storage concepts have the highest increase, Nvidia's chip sales are expected to double next year, and demand for AI-driven memory is strong

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that storage concept stocks had the highest gains. As of press release, Southern Dongying SK Hynix's maximum daily leveraged product (07709) rose 7.19% to HK$42.34; GigaYi Innovation (03986) rose 5.66% to HK$493; Lanqi Technology (06809) rose 5.16% to HK$281.4; and Jiang Bolong (09976) rose 3.72% to HK$195.

According to the news, after US stock storage stocks collectively closed up overnight, Korean stock storage surged higher this morning, and SK Hynix rose more than 4%. Earlier, Nvidia CEO Hwang In-hoon's statement boosted optimism in the semiconductor market. He said that as artificial intelligence (AI) further penetrates various industries such as healthcare, manufacturing, and financial services, the company's chip sales next year will double that of this year.

According to another report, industry insiders revealed that the delivery cycle for some key components of semiconductor manufacturing equipment has been extended by more than double, and the industry is facing a shortage of supply. Zhongyuan Securities pointed out that demand for AI-driven memory is strong, and the memory cycle continues to rise. Demand for AI and domestic alternatives is expected to drive domestic storage vendors to significantly benefit from industry trends and continue to increase market share.