---
title: "Galaxy Securities: The current point in time is a new starting point for the next cycle in the storage chip sector"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275380040.md"
description: "36Kr learned that Galaxy Securities believes that the current moment is a new starting point for the next cycle in the storage chip sector. With the rapid growth in demand for AI servers and domestic substitution, it is optimistic about the investment opportunities in related listed companies in the domestic storage industry chain"
datetime: "2026-02-10T00:19:46.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275380040.md)
  - [en](https://longbridge.com/en/news/275380040.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275380040.md)
---

# Galaxy Securities: The current point in time is a new starting point for the next cycle in the storage chip sector

36Kr learned that Galaxy Securities believes that the current moment is a new starting point for the next cycle in the storage chip sector. With the rapid growth in demand for AI servers and domestic substitution, it is optimistic about the investment opportunities in related listed companies in the domestic storage industry chain

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