[NVIDIA's New Product Criticized for "Reduced" Memory Capacity, Storage Stocks Plunge Domestically and Abroad] According to Deep Tide TechFlow, since 2026, the market value of publicly listed storage companies has been hitting record highs, as the market attempts to transition storage assets from traditional "cyclical stocks" to "core infrastructure assets of the AI era." During this valuation shift window, a research report by overseas research firm SemiAnalysis regarding NVIDIA's next-generation Vera Rubin AI server platform, which highlighted reduced memory configuration and cost reductions, triggered a collective pullback in storage-related stocks globally. On June 5, SK Hynix plunged 9.92%, the A-share memory index fell by 4%, and leading storage stocks such as Biwin Storage, Longsys, and Montage Technology saw their prices decline. According to industry analysis, the reported reduction in configuration is limited to the CPU-side system memory and is unrelated to the GPU computing core. This is part of NVIDIA's multi-faceted strategic considerations, balancing supply chain, power consumption, and cost. (Securities Times)