邁威爾科技(MRVL.O)和Lumentum合併後的企業價值超過約2750億美元。

Jiangbolong said on a conference call the storage market is shifting from a consumer-price cycle to an AI-driven technology cycle. With storage wafer prices staying elevated, downstream demand has diverged: data-center demand is broadly strong, while consumer-electronics purchases are partly constrained, though high-end, branded and overseas buyers remain resilient. Third-party data show deployment of large AI models at cloud and edge is becoming established and could deliver sustained incremental storage demand over the mid-to-long term. Overseas vendors remain relatively cautious on NAND Flash capex, favouring technology upgrades to drive only moderate supply growth, keeping the storage supply-demand balance biased toward tightness.

A-share lithium battery sector rallied; Sunwoda jumped over 12%, while CATL, Lingpai Technology, Penghui Energy, EVE Energy and Gotion High‑Tech also advanced.