Quick overview of the latest research report on the AI sector in the US stock market: Storage/Memory remains the strongest main line, and institutional target prices have collectively increased According to BlockBeats, on June 2nd, several investment banks have released AI infrastructure research reports since last weekend, breaking down the expansion of AI computing power into "second-order bottlenecks", namely storage/memory>SSD controllers>data center power/liquid cooling>GPU/cloud platforms>MLCC>AI security. The AI data center extends from GPU to back-end storage, power supply, and heat dissipation, and the supply-demand imbalance has driven institutions to significantly raise the ratings and target prices of related targets, which is highly consistent with last week's entry of memory giants into the trillion dollar market value club (MAMericaK Hynix) and the strengthening of night market technology stocks. The following is the content of the institutional research report: SNDK (SanDisk): Susquehanna and GF Securities offer Positive/Buy with target prices of up to $3250 and $1277, respectively. The reason is that there is a serious supply-demand imbalance between NAND and enterprise SSDs, and the demand for AI storage from cloud vendors continues to rise. MU (Micron): Raymond James has significantly increased his target price from $530 to $1100 on June 1st, maintaining Outperformance; I have also read many articles by Seeking Alpha authors. The strong demand for AI memory, coupled with the increase in HBM/DRAM prices and capacity expansion, has led to MU approaching the $1000 mark and breaking through the trillion dollar market value, which perfectly matches the logic of the research report. SIMO (Silicon Motion): BofA maintains Buy, with a target price raised from $320 to $450. Enterprise SSD sales exceed expectations, AI storage capital expenditures drive demand for NAND controllers. NVDA (Nvidia): Goldman Sachs and multiple Seeking Alpha reports maintain Buy with a target price of $285, optimistic about Vera Rubin, CPU, network, and software full stack AI platforms. AMZN（Amazon）：Truist Buy， The target price has been raised from $310 to $320, with AWS+Entropy/OpenAI workloads and Trainium 3/4 acceleration landing. VST（Vistra）：Jefferies/Morgan Stanley Buy， Looking at the demand for electricity, the target price is about $212. ECL（Ecolab）：America/BofA Buy， The target price is $325- $345, and the demand for liquid cooling and water treatment has exploded due to the increase in computing power density.