【券商聚焦】海通国际：希捷FY26Q2业绩超预期数据中心需求强劲驱动增长

金吾财讯01-30

（原标题：【券商聚焦】海通国际：希捷FY26Q2业绩超预期数据中心需求强劲驱动增长）金吾财讯|海通国际发布研报指，希捷FY26Q2业绩表现亮眼，营业收入达28.25亿美元，同比增长22%，non-GAAP毛利率提升至42.2%，经营利润率31.9%创阶段新高。业绩超预期主要受益于数据中心需求强劲及行业供给端自律，其中数据中心收入同比增长28%至22.24亿美元，占总营收79%。报告指出，硬盘...

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【券商聚焦】海通国际：希捷FY26Q2业绩超预期 数据中心需求强劲驱动增长

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【券商聚焦】海通国际：希捷FY26Q2业绩超预期数据中心需求强劲驱动增长