$希捷科技(STX)_老虎社区_美港股上老虎

五年一个周期

04-29

$希捷科技(STX)$stx这季财报太强了，毛利率47%历史新高，FCF接近10亿美金，直接把AI从“训练周期”转到“持续推理”的逻辑讲透了

闪迪财报大超预期！绩后回落，仅技术性调整？

闪迪和西部数据虽然财报强劲，但股价均大跌。【存储板块当前的回落，大家觉得是price in的技术性回调or趋势反转？你还会继续买吗？】

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