The US stock storage sector has been really strong lately. Micron and Western Digital both hit new all-time highs, did you notice? The performance of storage stocks has actually been more eye-catching than computing power recently.

The logic is quite clear — whether it's Nvidia's approach or Google's, storage is an indispensable link. And this logic isn't weakening; it's continuously strengthening. I've always believed that in the big trend of rising prices and volumes, these stocks are hard to truly peak, and even the pullback space is limited.

The new highs in storage stocks in the US and South Korea confirm that this judgment isn't off. The situation in A-shares is a bit more complicated — there's a lack of truly core storage targets, which is quite different from mature industries like optical modules and PCBs. So, the logic related to storage in A-shares should be viewed with some caution.