谷歌算法冲击波后现存储“黄金坑” ！伯恩斯坦：希捷、西部数据等迎买点_老虎社区_美港股上老虎

谷歌算法冲击波后现存储“黄金坑” ！伯恩斯坦：希捷、西部数据等迎买点

智通财经04-01

自谷歌(GOOGL.US)于3月24日公布其TurboQuant算法以来，存储器及存储类股普遍承压下挫。但法国兴业银行旗下机构伯恩斯坦的分析师认为，该算法的问世对HDD(硬盘驱动器)需求并无影响，对NAND闪存的影响也微乎其微。过去一周的全线抛售，反而为希捷科技(STX.US)、闪迪(SNDK.US)及西部数据(WDC.US)等多只个股创造了更具吸引力的入场时机。基于此，伯恩斯坦将西部数据的评级由...

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