--- title: "Goldman Sachs insists: The NAND craze will only last until the end of this year" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/274371837.md" description: "Even though SanDisk's financial report far exceeded expectations, Goldman Sachs continues to maintain its existing forecast, stating that the QoQ increase in NAND prices (especially Kixia) will only last until the fourth quarter of 2026 (October to December), after which prices are expected to gradually decline" datetime: "2026-01-31T02:13:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274371837.md) - [en](https://longbridge.com/en/news/274371837.md) - [zh-HK](https://longbridge.com/zh-HK/news/274371837.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/274371837.md) | [English](https://longbridge.com/en/news/274371837.md) # Goldman Sachs insists: The NAND craze will only last until the end of this year Even though SanDisk's financial report far exceeded expectations, Goldman Sachs continues to maintain its existing forecast, stating that the QoQ increase in NAND prices (especially Kixia) will only last until the fourth quarter of 2026 (October to December), after which prices are expected to gradually decline. ### 相關股票 - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [Goldman Sachs (GS.US)](https://longbridge.com/zh-HK/quote/GS.US.md) - [Samsung Electronics (SSNGY.US)](https://longbridge.com/zh-HK/quote/SSNGY.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-HK/quote/SMH.US.md) - [First Trust Nasdaq Food & Semicon (FTXL.US)](https://longbridge.com/zh-HK/quote/FTXL.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-HK/quote/XSD.US.md) - [GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D (GS-D.US)](https://longbridge.com/zh-HK/quote/GS-D.US.md) - [Micron Tech (MU.US)](https://longbridge.com/zh-HK/quote/MU.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-HK/quote/PSI.US.md) - [Western Digital (WDC.US)](https://longbridge.com/zh-HK/quote/WDC.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C (GS-C.US)](https://longbridge.com/zh-HK/quote/GS-C.US.md) ## 相關資訊與研究 - [Micron Readies Client Storage for AI](https://longbridge.com/zh-HK/news/281383944.md) - [Goldman Sachs completes Innovator Capital acquisition, lifting ETF assets to $90 billion](https://longbridge.com/zh-HK/news/281521684.md) - [Goldman Sachs AI stocks: Top 12 stocks to buy](https://longbridge.com/zh-HK/news/281035837.md) - [AI Needs MemoryâThis New DRAM ETF Is All In On Micron, Samsung And Sandisk](https://longbridge.com/zh-HK/news/281578483.md) - [SanDisk Stock (SNDK) Tops S&P 500 in Q1 2026 – Is It Too late to Buy?](https://longbridge.com/zh-HK/news/281374457.md)