美股异动 | 美股存储概念股盘初拉升希捷科技(STX.US)涨超7%

智通财经07-29 21:50

智通财经APP获悉，周三，美股存储概念股盘初拉升，希捷科技(STX.US)涨超7%，西部数据(WDC.US)涨超4%，美光科技(MU.US)涨超2%，SK海力士(SKHY.US)、闪迪(SNDK.US)涨超1%。消息面上，希捷科技公布的2026财年第四季度财报及下一季度指引均显著优于华尔街预期，Q4营收36亿美元同比暴增48%，每股收益5.71美元远超预期，毛利率52.7%创历史新高，为遭遇抛售的存储板块打了一针强心剂。

希捷首席执行官戴夫·莫斯利在新闻稿中表示：“公司业绩增长得益于强劲的云计算数据中心需求及严格的执行纪律，我们预计这一势头将持续至2027财年。随着人工智能加速数据生成并提升数据价值，大容量存储需求具备长期韧性。”“依托Mozaic平台及差异化的HAMR(热辅助磁记录)技术路线图，希捷能够高效应对不断增长的EB级存储需求，同时推动盈利增长与价值创造。”

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美股异动 | 美股存储概念股盘初拉升 希捷科技(STX.US)涨超7%

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美股异动 | 美股存储概念股盘初拉升希捷科技(STX.US)涨超7%