The concept ETF of storage continues to rise. As of the time of writing, Southbound Double Long Hynix (07709) rose by 27.8% to 100.3 Hong Kong dollars; Southbound Double Long Samsung Electronics (07747) rose by 6.44% to 147.8 Hong Kong dollars. On the news front, according to market media reports, as the situation in the Middle East escalates further and the US and Iran both refuse each other's proposals to end the war, funds continue to flow into the South Korean stock market. Currently, with the surge in memory demand, Micron Technology's stock price has hit a historic high. The world's largest storage chip manufacturer Samsung Electronics entered the trillion-dollar market value club last week. SK Hynix's stock price is also at historic highs. As of May 9, driven by strong financial performance of major technology companies, US stocks have been rising for the past few trading days, with the three major US stock indexes all closing higher. CITIC Securities pointed out that the current expansion of storage original factories faces both subjective and objective constraints, with effective capacity release limited by 2026, and substantial new capacity release expected to wait until the end of 2027 to 2028. This means that from the perspective of supply and demand, the storage sector has at least a window period of nearly two years for sustainable growth, and is far from reaching the stage of "the peak is over".