Triple Logic Overlay and Resonance: Memory Chips Spark a Super Cycle
7 hour ago / Read about 0 minute
Author:小编   

The world is currently experiencing an AI-fueled memory super cycle, and overseas markets have swiftly embraced this trend. Over the past year, shares of memory behemoth SanDisk have skyrocketed by over 28 times, while Western Digital's stock price has also surged more than ninefold. In the U.S. stock market, the memory sector has emerged as a standout performer amid the AI hardware boom. This trend has rapidly extended its reach to the A-share market, where individual stocks in the memory sector have continued their upward trajectory. In April 2026, stocks like BIWIN Storage, Jiangbo Long, and Demingli all hit new yearly highs. The robust performance of the sector has also given a significant boost to public funds. Wind data reveals that as of April 17, the year-to-date return rate of Guangfa Visionary Smart Selection Mixed A soared to an impressive 85.79%, leading all funds in the market. Meanwhile, Huashang Balanced Growth A and China Life Insurance Industry Upgrade A have also achieved year-to-date returns exceeding 50%, with several funds heavily invested in the memory sector reaching new peaks in net asset value.