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SK hynix $SKHY today saw South Korean stocks first fall and then rise, and tonight U.S. stocks in the storage sector also started to strengthen across the board.
$MU $WDC $SNDK $STX Full-line recovery; the storage market trend hasn’t ended.
It’s not just a pullback—more importantly, it’s fund follow-through.
AI’s logic has never changed:
No storage, no AI.
HBM, DDR5, and NAND demand is still there; storage remains one of the most certain main storylines in this AI cycle.
There will be volatility, but the trend is still there.
$SKHYV #夏日创作营