财联社1月28日讯（编辑 童古） 以下为各家机构对港股的最新评级和目标价： 交银国际：维持安踏体育买入评级 目标价108.70港元 交银国际就安踏体育(02020.HK)发布研报称，公司Q4安踏主品牌流水低单位数下滑，FILA及多品牌矩阵韧性突出，其他品牌高增35%-40%；虽短期受天气、春节错期影响，但折扣与库销比健康，品牌资产持续夯实，长期“单聚焦、多品牌、全球化”逻辑未变。 招商证券(香港)：维持华润饮料买入评级 目标价11.87港元 招商证券(香港)就华润饮料(02460.HK)发布研报称，公司2025年为压力释放年，包装水市占率趋稳，新董事长将推动销售端改革， frontline销售激励有望优化，分红比率或提升；产能扩张虽略慢于预期，但渠道扁平化改革进展超预期，预计2026年起增长将明显改善。 交银国际：维持和黄医药买入评级 交银国际就和黄医药(00013.HK)发布研报称，赛沃替尼联合疗法在MET扩增NSCLC中显著优于化疗（mPFS 8.2 vs. 4.5个月），SAFFRON全球III期数据有望2026年中读出并提交FDA，全球销售峰值或超18亿美元；ATTC平台首款分子HMPL-A251已进入临床，BD潜力可期。 交银国际：维持华润电力买入评级 目标价21.05港元 交银国际就华润电力(00836.HK)发布研报称，公司2025年核心盈利增6.7%，火电燃料成本下降9.8%部分对冲煤价反弹，风光售电量分别增16.4%/55.5%；2026年点火价差虽同比收窄10%，但容量电价上调65%提供缓冲，再生能源经营利润预计增20%。 中信证券：维持极智嘉-W买入评级 目标价53.00港元 中信证券就极智嘉-W(02590.HK)发布研报称，公司2026E订单增速由30%大幅上修至40%，成功切入北美KA客户W并成为核心供应商，具身机械臂斩获数百台框架性订单；AMR业务规模化效应加速显现，估值逻辑正从AMR向具身机器人切换。 中信证券：维持江南布衣买入评级 中信证券就江南布衣(03306.HK)发布研报称，公司FY1H26流水表现优异，配售募资2.7亿港元用于加强品牌发展，高股息属性凸显；近期全国降温潮利好秋冬服饰销售，FY1H26收入/利润预计同比高单位数/双位数增长，好于市场预期。 中信证券：维持西锐买入评级 目标价87.00港元 中信证券就西锐(025...

格隆汇1月28日｜美国证券交易委员会(SEC)官网披露但斌掌舵的东方港湾旗下海外基金2025年四季度美股持仓数据显示，2025年末东方港湾共持有10只美股标的，持股市值合计13.16亿美元，折合人民币超91亿元，相比2025年三季度末约12.92亿美元持股市值略有增长。2025年四季度，东方港湾在美股进行了一定幅度的调仓换股，更加聚焦美股的科技巨头。 四季度，东方港湾清仓Coinbase、奈飞、AsteraLabs、BitMineImmersionTechnologies、博通、台积电等美股标的。此外，变化较大的是，谷歌取代英伟达，跃升为东方港湾的第一大重仓股。此前多个季度，东方港湾的第一大重仓股为英伟达。2025年四季度，东方港湾加仓了谷歌约40.55%的股份，叠加该股在四季度涨幅接近29%，从而导致谷歌的持仓占比大幅提升，并远高于对英伟达的持仓。2025年末，东方港湾对谷歌的持股市值约为4.06亿美元，占其美股持仓的约31%。

作者｜宋婉心 编辑｜张帆 一众卡牌公司前赴后继冲击资本市场，但至今仍未有公司摘下“卡牌第一股”的桂冠。 最新消息是，潮玩收藏卡牌品牌Suplay正式向港交所递交了招股书。不同于卡游针对青少年受众的低价定位，Suplay定位高端，但营收规模也仅为卡游的不足3%。 继卡游之后，Suplay接棒冲刺也多了几分不确定的意味。 卡牌是被市场认为最有潜质成为下一个“泡泡玛特”的赛道。但这一更为复杂，边界更为模糊的行业踏入资本市场之时，似乎注定要面临更多审视，卡牌是不是一门好生意？ 01 边界与监管 首先要明确的是，卡游与Suplay所售卖的均属于集换式卡牌。即玩家通过盲盒或卡包形式获取卡片，并可以在二级市场进行交换和买卖。 在集换式卡牌的细分分类中，Suplay提供的是非对战类产品，即Suplay 的卡牌通常没有数值设计或对战规则，纯粹用于审美、收藏和展示，而卡游的卡牌则可以进行对战游戏。 这些卡片之所以能在二手市场流通，是由于“集换式”游戏的成套卡组中，少数“强力卡”供小于求，而拥有“强力卡”无疑意味着游戏竞技能力的提升。当卡片足够稀有且获取卡牌的需求足够多，二手甚至拍卖市场便自然形成。 不局限于集换式游戏卡牌，体育（球星）卡、娱乐卡、桌游卡，凡是具有一定IP属性的卡片，都可以在玩家与玩家之间流转起来。 资深球星卡收藏人士孔文瑞告诉36氪，随着国内市场成熟，卡牌玩家增多，明显出现了三类玩家：玩游戏的、搞收藏的和搞“投资”的。 由于不同类型的卡牌在市场上的流通数量不同，基本分为高罕贵卡和低罕泛用卡。后者基本只用于正常游戏使用，所以价格在市场需求范围内自行调整，前者则根据稀有度不同，具有收藏价值和升值空间。 具体流通数量则由开发商决定，开发商通常以“保留清单”或“限量版”名义生产卡牌，指明每张卡牌的发行数目。 也就是说，卡商是游戏规则制定方，他们掌握着一套精密的卡牌等级和价值评价系统，用以维持稀缺度。 比如全球最早的集换式卡牌“万智牌”中，2002年时，一张初代alpha版本的黑莲花售价500美元，如今在卡牌交易平台上，这张卡已经涨到了70000美元，而该卡发行量最多的unlimited版本，则低一个档次，最新售价在17500美元。 已经在二手市场流通的高罕卡越涨越贵，和普通成包（盒）卡价格逐渐分化。要获取稀有卡，只有两种途径，要么直接高价从二手市场买来特定卡，要么拼概率，买大量...

French Finance Minister Roland Lescure shrugged off gyrations in the yen after chairing a meeting of his Group of Seven counterparts. “When you enlarge the focus and you look at the recent movement of the yen, you feel that the recent strength of the yen has been pretty small compared with the overall devaluation that’s been taking place over the last 18 months,” he told Bloomberg Television. Speaking from Paris on Wednesday, Lescure — who previously worked in finance — said that moves in the currency form part of a bigger picture. “This is a trend that the markets are pricing in,” he said. “It reflects different fundamentals in Japan, in Europe, and in the States. The markets do their job — I believe they do it quite well, so we might as well let them do it.” After months of declines, the yen has strengthened rapidly since last Friday, when reports of rate checks by US authorities stoked speculation over the potential for currency intervention. The yen reached the strongest level against the dollar since October on Wednesday morning in Tokyo, touching 152.10, with the moves helped by remarks from President Donald Trump that indicated he’s comfortable seeing a decline in the dollar. Asked if G-7 finance chiefs discussed the matter on Tuesday, Lescure said it was good practice not to share details of such talks. More generally, he stuck to the group’s traditional mantra. “It’s up to the market to determine the value of the foreign exchange currencies,” he said. “I was on the market for 20 years before being in politics, and there’s one thing I know is that foreign exchange markets should do their job. Finance ministers should do their job to make sure that growth again is balanced, is secure, that productivity is strong.” France’s Finance Minister Tells G-7 to Avoid Unilateral Measures Bank of France Chief Laments Minimal Effort to Cut Deficit France Says Trump Must Stop Threatening Champagne Tariffs

据澎湃新闻消息，中国贸促会在1月例行新闻发布会上表示，中美两国近期工商界交流合作显著增加。贸促会新闻发言人王文帅指出，两国在重要共识的引领下，以拉斯维加斯CES展会为例，中国企业参展数近千家，占比超20%。此外，贸促会去年接待多批美国工商界人士访华，并将于下月与美方共同举办中美企业合作对接项目CMP20周年活动。王文帅强调，贸促会将继续通过各种形式推动中美经贸合作，促进全球经济包容性增长。

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Oracle, ticker NYSE:ORCL, has secured a significant stake in a new U.S. based TikTok joint venture as a managing investor and security partner. The deal restructures TikTok's U.S. operations away from ByteDance to address national security and data privacy concerns. Oracle will provide cloud infrastructure and data governance services to the venture as part of the agreement. Oracle enters this TikTok joint venture with its shares at $174.9 and a mixed recent track record, including a 2.8% decline over the past week and a 10.6% decline year to date. Over longer periods, returns of 7.7% over 1 year, 105.0% over 3 years, and 200.3% over 5 years indicate how NYSE:ORCL has rewarded patient holders through past cycles. For investors watching Oracle, this TikTok role adds a consumer facing dimension to a company better known for databases and enterprise cloud. The arrangement also puts Oracle at the center of a closely watched test of how big tech, data security, and regulators interact, which many investors may track alongside traditional metrics such as growth, margins, and cash generation. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL 1-Year Stock Price Chart Why Oracle could be great value For Oracle, stepping in as both managing investor and security partner in TikTok USDS turns its existing cloud-hosting role into equity exposure to one of the largest consumer apps in the U.S. This puts Oracle in a different conversation to peers like Microsoft and Amazon, giving it a consumer-facing asset tied directly to its core strengths in cloud infrastructure, data management, and security oversight. How this fits the Oracle AI and cloud narrative The TikTok joint venture aligns with the same story investors have been...

Starmer speaks to Burnham after by-election row The prime minister claimed that only Labour could beat Reform UK in Gorton and Denton. Asked if he would welcome Burnham back into the Commons, the prime minister said "that's a matter for Andy" and that he was doing a "first-class job" as mayor of Greater Manchester. Speaking to reporters on the plane to China, Sir Keir Starmer rejected claims that Burnham had been told in advance that he would not be accepted as a candidate, adding: "I know who was talking to Andy on Saturday and that wasn't said." The prime minister spoke to Andy Burnham on Monday and was in touch with him again on Tuesday, following Labour's decision to block him from standing in the Gorton and Denton by-election. "You can see from their [Reform's] candidate what politics they're going to bring to that constituency, the politics of division, of toxic division, of tearing people apart. "That's not what that constituency is about, it's not what Manchester is about, so this is a straight fight between Labour and Reform and there's only one party that can stop the politics of Reform in the by-election and that's the Labour Party." The academic-turned-political campaigner Matt Goodwin has been selected as Reform's candidate in the forthcoming by-election. A 10-member panel of Labour's ruling National Executive Committee (NEC) blocked Burnham's candidacy over the weekend, citing the "disproportionate" cost to the party of taking part in a contest to replace him as mayor. Burnham denied reports that he had been told beforehand by Downing Street that he would be prevented from standing. "It is simply untrue to say that I was told that I would be blocked," he told reporters. "I went through the whole weekend having conversations with people in No 10." Sir Keir was among eight NEC members voting to bar Burnham, who has been seen by some as a potential rival for the party leadership should he enter Parliament. Around 50 Labour MPs later signed a letter urging...

网宿科技在南京成立新公司 注册资本2000万元 2026-01-28 15:06:56 来源： 同花顺7x24快讯 分享 文章提及标的 网宿科技 -- 软件开发 -- 企查查APP显示，近日，星际辰光(南京)科技有限公司成立，法定代表人为吕士表，注册资本为2000万元，经营范围包含第一类增值电信业务；网络技术服务；互联网安全服务；网络与信息安全软件开发（881272）；软件开发（881272）等。企查查股权穿透显示，该公司由网宿科技（300017）全资持股。(人民财讯)

产业投资规模持续扩大。 在房地产市场形势持续下行和推动产业投资不断增长的背景之下，云南的投资结构在过去5年发生了变化，房地产投资骤降一半多，产业投资增长了近一倍。 1月28日，云南省统计局发布《“十四五”时期云南经济社会发展取得重大成就》（下称《“十四五”成就》）。文章称，“十四五”时期，云南推动投资增长由房地产和交通水利等基础设施投资拉动向产业投资拉动转变，由主要依靠政府投资带动向政府投资、民间投资协同驱动转变，由主要依靠高负债投入、粗放式增长向扩大有效益的投资转变。 《“十四五”成就》显示，2025年，云南水利投资占全部投资比重达4.8%，较2020年提高1.5个百分点，房地产投资占比由2020年的27.2%下降至2025年的12.0%。产业投资规模持续扩大，占全部投资比重由2020年的26.7%大幅提升至2025年的52.1%，工业投资占比由15.5%提升至31.4%。 其中，2021～2023年，产业投资和工业投资均保持两位数快速增长，特别是在2024年全部投资负增长的情况下，产业投资增长2.2%，高于全部投资9.9个百分点。产业民间投资占全部民间投资比重由2021年的42.6%提升至2025年的65.1%，有力支撑了全省经济高质量发展。 房地产开发投资曾经是云南经济快速增长的重要支撑。根据统计公报，2019年，云南房地产开发投资4151.41亿元，比上年增长27.8%，带动全年固定资产投资（不含农户）同比增长8.5%，当年云南GDP比上年增长8.1%，高于全国2.0个百分点，位居全国第二位。 但是，最近几年，云南房地产开发投资呈快速下跌的趋势。根据统计公报，2020-2024年，云南房地产开发投资分别增长8.5%、-4.3%、-26.9%、-34.4%和-28.5%，尤其是2022年以来，三年年均下降三成左右，其累计下降幅度为全国之最。 近日，云南省统计局发布的数据显示，2025年，全省固定资产投资同比下降7.0%。其中，房地产开发投资仍下降2.9%。绿色能源投资成为稳投资的重要支撑，风电投资同比增长54.3%，电力供应投资增长45.0%，水电投资增长18.5%；有色行业延链补链成效显著，有色金属矿采选业投资增长20.8%，其中铝冶炼投资增长16.1%，铝压延加工投资增长7.9%。

台湾与美国达成关税协议后，中国大陆国台办再次批评民进党将台湾产业被掏空美化为将产业延伸，哀事喜办“掩盖不了失败”。 台美1月16日达成关税谈判，台湾税率自20%降至15%，不叠加既有关税，并以“台湾模式”由企业自主对美投资2500亿美元（3209亿新元），政府并以信用保证提供最高2500亿美元的授信额度。 国台办发言人张晗星期三（1月28日）在例行记者会上说，将台湾产业被掏空美化为将产业延伸，把对外一跪到底说成是“台湾模式”，民进党为了谋取政治私利，惯于混淆是非、哀事喜办，蒙蔽不了舆论、掩盖不了失败。 有记者在记者会上提到，对于美台关税谈判的结果，台湾有舆论担忧，如果未来三年台湾的半导体供应链产能的40%转移到美国，将会重创台湾的经济，大量的高科技人才包括中下游产业链都会出现“出走潮”，将会是台湾未来10年追不回的损失。 对此，张晗回应说，面对台湾半导体全产业链迁美，台湾舆论担忧、业界担忧、民众担忧，只有民进党还在竭力粉饰太平。 张晗称，民进党为 “倚外谋独”、无底线媚美卖台，跪送台湾半导体产业优势，却要台湾民众和业界承担无法挽回的损失，“必然导致业界恐慌、民怨沸腾，必定自食恶果”。

格隆汇1月28日｜北京时间今夜凌晨3点，美联储将公布2026年首场利率决议，暂停降息已几成定局。在美联储深陷政治漩涡之际，央行独立性、新主席人选、鲍威尔去留或成真正焦点。

亚马逊 当地时间周二错误地向云部门员工发送通知，确认公司的“组织变更”。 一位知情人士此前向媒体表示，这家电子商务巨头预计最早将于本周宣布在全公司范围内进行大规模裁员。预计受到影响的部门包括亚马逊的云计算和门店业务。 亚马逊网络服务应用 AI 解决方案高级副总裁科琳·奥布里在一封邮件中写道：“这样的变化对每个人来说都很艰难。这些决定很困难，但我们是经过深思熟虑才做出的，以使我们和 AWS 的组织为未来的成功做好准备。” 邮件中还提到了亚马逊人力资源主管贝丝·加莱蒂的帖子，称公司已通知“我们组织中受影响的同事”。 邮件的主题提到了“黎明计划”，后被“取消”，这可能表明发件人事后撤回了该邮件。 目前尚不清楚黎明计划指的是什么。亚马逊此前已于去年 10 月宣布裁员 14，000 名员工。当时该公司表示，裁员将持续至 2026 年，因为它发现了“更多可以缩减层级的地方”。周二早些时候，亚马逊宣布正在重组其生鲜业务。该公司表示将关闭生鲜超市和 Go 便利店，将投资重点放在全食超市门店和在线杂货配送业务上。 亚马逊生鲜业务负责人贾森·布歇尔在备忘录中告知员工，公司需要做出更”审慎的决策”以赢得客户。他还宣布了该部门的其他重组举措，包括计划设立”生鲜质量”领导岗位。 该公司预计将于 2 月 5 日美股盘后公布第四季度财报。 责任编辑：王永生

据欧洲与地中海地震中心测定，当地时间1月28日14时47分，菲律宾棉兰老岛附近海域发生6.0级地震，震源深度10公里，震中位于北纬6.44度，东经123.78度。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

美国南卡州麻疹病例增至780多例 2026-01-28 15:05:25 来源： 同花顺7x24快讯 分享 美国南卡罗来纳州公共卫生部门27日发布的最新公报显示，该州麻疹疫情持续蔓延，本轮疫情已累计报告确诊病例789例。过去5天新增确诊病例89例。(新华社)

史诗级避险狂潮 史上最狂野的贵金属牛市盛宴，根本停不下来。 周三， 现货黄金升破5250美元 ，续创历史新高；在 经历 日前的巨震后， 现货白银再度向上突破114美元/盎司 。 今年来，黄金、白银继续高歌猛进。 截至目前的近一个月， 黄金累涨超21%， 本月来累计涨超900美元； 白银更甚，累计涨幅近60%。 二级市场， 港A贵金属、黄金概念狂飙。 A股掀涨停潮。白银有色7连板、 四川黄金 10天6板 、 招金黄金8天5板、 中国黄金4连板、湖南黄金3连板， 西部黄金 6天3板 ，中金黄金3天2板。 港股 赤峰黄金 大涨超8%，山东黄金、中国白银集团、 潼关黄金涨超6%， 紫金黄金国际涨超5%，招金矿业等涨超4%。 最大推手 金银 史诗级行情，离不了特朗普。 一方面是美元崩跌，另一方面是地缘博弈。 川普的一句话，搅动着全球不安气氛。 日前，他的 “悠悠球论”重创美元信用， 美元指数暴跌至近四年低点， 避险资金加速涌入黄金市场。 特朗普否认美元“跌过头”，他暗示可以操控美元汇率。 “我可以让它像悠悠球一样涨跌。” 这一番话也被解读为 美国有意推动美元贬值，叠加其威胁加征关税、施压美联储更换主席人选等政策信号， 美元指数便崩了。 另外， 川普TACO操作是出了名的 。 市场担忧其反复无常的政策缺乏连贯性，继而 削弱了全球投资者对美国资产的信心。 除此之外， 地缘政治风险叠加美国政府停摆风险 ，进一步推升黄金需求。 近来美伊关系剑拔弩张，美国航母已逼近伊朗。 周二， 美军宣布在中东举行大规模空军演习。 伊朗方面则不断警告，若 被强加战争，将作出令进犯者“后悔”的回应。 “来那么一艘或几艘战舰不会影响伊朗防御的决心。” 早前，伊朗已经竖起巨幅宣传画：一艘美军航母被炸，血水流入大海。 并配文“煽风者将得到风暴”，意指美方将自食其果。 据美媒报道， 伊朗有大量中程和远程导弹，其中多款导弹投入2025年6月伊朗和以色列之间战事，伊朗还有大量无人机可用于军事行动。 金银打了“兴奋剂”！ 2026伊始，从格陵兰岛争端渲染开来的全球地缘风暴正愈演愈烈。 资产避险潮被彻底引爆。 欧洲最大资管 东方汇理（Amundi SA） 指出，美国的孤立倾向、巨额财政赤字及美联储政策的不确定性， 资本正 逃离美元，转向黄金。 摩根大通最新数据显示， 资金连续第三周大幅流入大宗商品，贵金属板块是绝对主力...

Crovik Media/iStock via Getty Images 2026 is proving to be a tricky market to invest in, though many of us were prepared for volatility with the major indices exiting 2025 at heightened multiples. To maintain gains this year, I continue to advocate for a rotation of our portfolios into small- and mid-cap stocks to reduce our exposure to a possible downward multiples correction in large-cap momentum names. Often, these small-cap stocks are rebound stories, but here, investors are too focused on the risks and not on the cheap valuations that price in these risks. Rekor Systems ( REKR ) is a good example of this. The roadway intelligence software company has seen its share price decline ~25% over the past year, with the stock also down more than 50% relative to peaks above $3 briefly notched in October. Data by YCharts I last wrote a "Buy" rating on Rekor in September, when the stock was trading near $1.80. While I fully acknowledge that this is a position that has required tremendous patience, I also believe that Rekor's upcoming earnings and the fact that the company is beginning to convert large statewide deals into revenue will be a fantastic catalyst for the stock in 2026. I retain my "Buy" rating here. The next major catalyst for Rekor will be its Q4 earnings print (expected in mid- to late February), where the company should also release its expectations for FY26. With expectations already low for the company (Wall Street is only expecting ~21% revenue growth, which is slower than growth in the most recent quarter and may not fully reflect all the company's latest deals), this is a good "Buy" before the earnings cycle. Revenue Begins Accelerating, With the Georgia Deal a Major Catalyst Let's first turn our attention to the recent progress that Rekor has been making. As a reminder for investors who are newer to the stock, the company is mainly a supplier to government (state-level) transportation agencies, giving highway authorities the software to monitor roadwa...

騰訊控股(00700)出現大手買入8300股，成交價$622.5，涉資516.675萬 AASTOCKS.com

格隆汇1月28日｜东方证券研报指出，峨眉山A客流回暖，股东回馈拉动淡季，运力有望改善。公司完成换届并推进茶旅布局，新年开局良好。26年元旦三天（1/1-1/3）景区接待游客126,166人次（购票83,391、免票42,775），同比24年元旦三天+20.88%。同时，股东回馈活动（25/12/1-26/1/31、法定节假日除外）提供门票免票及索道/酒店/温泉等优惠，预计对12月及1月非节假日客流形成额外拉动。交通与运力改善在路上，预计抬升中长期客流。在景区行业业绩仍有波动的背景下，公司持续以现金分红回馈股东，体现出较强的现金流质量与股东回报意愿；同时也有助于提升资金使用效率与投资者回报确定性，对估值形成一定支撑。考虑到25全年收入偏弱，运力和交通还需一定时间释放，调整2025-2027年EPS预测为0.45/0.54/0.61元（此前为25-26年为0.63/0.69元），根据可比公司26年32倍PE对应目标价17.28元，维持“买入”评级。

格隆汇1月28日｜雪佛龙宣布，任命前美国航空公司董事长兼首席执行官Thomas W. Horton为董事会的独立董事及董事会审计委员会的成员。现年64岁的Horton目前是全球基础设施投资公司Global Infrastructure Partners的合伙人，也是沃尔玛和GE航空航天等公司的董事会成员。

Key Takeaways The memory semiconductor sector is experiencing explosive growth, with industry revenue surging 78% in 2024 to $170 billion, positioning these stocks for exceptional returns before the anticipated 2026 market boom. • AI-driven demand creates unprecedented opportunity: High Bandwidth Memory (HBM) revenue is projected to reach $100 billion by 2028, with companies like Micron and SK Hynix already sold out through 2026. • Supply constraints favor pricing power: Memory manufacturers expect supply-constrained markets through 2026, enabling robust profit margins and favorable pricing conditions across the sector. • Diversified exposure maximizes potential: The seven featured stocks—Micron, Lam Research, Samsung, SK Hynix, Western Digital, Intel, and Marvell—offer complementary exposure to different memory ecosystem segments. • Strategic positioning beats timing: Companies with technological leadership in HBM production and AI infrastructure are delivering exceptional returns, with some stocks gaining over 300% in the past year. • 2026 represents inflection point: Industry forecasts predict a "supercycle" with global DRAM revenue surging 51% and NAND rising 45% year-over-year in 2026. The convergence of AI infrastructure buildout, supply constraints, and technological advancement creates a rare investment opportunity where early positioning could yield substantial long-term gains as this multi-year trend unfolds. Memory stocks show incredible momentum right now. The industry's revenue jumped 78% in 2024 to $170 billion. The memory sector should be on your radar if you're searching for the next big investment chance. Memory manufacturers have a bright future ahead through 2026. Micron Technology, a leading computer memory maker, now projects its High Bandwidth Memory (HBM) revenue will reach $100 billion by 2028, up from $35 billion in 2025. The company shows its confidence through a bigger capital spending budget of $20 billion for fiscal 2026 - a 45% jump fro...

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