Key Takeaways STX surged 118% in six months, outpacing the industry, sector, and S&P 500 on strong results.AI-led cloud demand lifted data center revenues to a majority of sales, backed by higher nearline capacities.HAMR Mozaic drives gain traction, with a ramp toward 50% exabyte share by 2H26.Seagate Technology Holdings plc’s (STX) shares have climbed 118.3% in the past six months, outperforming the Zacks Computer-Integrated Systems industry’s growth of 48.4%. The stock has also outpaced the Zacks Computer ...

智通财经APP获悉，周二，希捷科技(STX.US)涨逾2%，截至发稿，报293.27美元。消息面上，在周一 发布的最新报告中，摩根士丹利重申了对全球机械硬盘巨头希捷科技的"增持"评级，并预期机械硬盘产 品到2027年仍将供不应求。 大摩的美国科技硬件股票研究主管Erik Woodring带领的团队在报告中写道，在与希捷CFO詹卢卡·罗马 诺的会谈中，对方表示，公司预计未来12个月内其机械硬盘(HDD)产品的销售毛利率将超过50%。 ...

周二，希捷科技(STX.US)涨逾2%，截至发稿，报293.27美元。消息面上，在周一发布的最新报告中， 摩根士丹利重申了对全球机械硬盘巨头希捷科技的"增持"评级，并预期机械硬盘产品到2027年仍将供不 应求。 大摩的美国科技硬件股票研究主管Erik Woodring带领的团队在报告中写道，在与希捷CFO詹卢卡.罗马 诺的会谈中，对方表示，公司预计未来12个月内其机械硬盘(HDD)产品的销售毛利率将超过50%。 ...

Key Takeaways STX is focusing on shareholder returns in fiscal 2026, resuming buybacks and raising its dividends.STX paid $153M in dividends and repurchased 153,000 shares for about $29M in the fiscal first quarter.Seagate posted a record 40.1% non-GAAP gross margin, supporting strong free cash flow and returns.Seagate Technology Holdings plc (STX) is emphasizing shareholder returns in fiscal 2026, supported by improving operating performance and stronger cash flow visibility. STX resumed share repurchases, ...

Group 1: Market Movements - Baoji Pharmaceutical-B (02659) surged over 3.2% amid its debut on the Hong Kong Stock Exchange, closing up 138.82% on its first day, with a market capitalization exceeding HKD 20 billion [1] - New Energy (01799) and Xinyi Solar (00968) saw declines of 3.01% and 3.67% respectively, as the photovoltaic sector faced weakness, with rumors of a 30 billion yuan investment for capacity storage by major companies [1] - Xpeng Motors-W (09868) and Li Auto-W (02015) dropped 4.88% and 2.67% respectively, following data from the China Association of Automobile Manufacturers indicating a month-on-month increase in production and sales [1] Group 2: Company-Specific News - Bolek Vision Cloud-B (02592) experienced a significant drop of nearly 15%, having previously doubled in price over 10 trading days, as it announced a new drug trial application to the FDA [2] - Hu Shang Ayi (02589) rose nearly 6% as Nayuki Tea expanded into the U.S. market, enhancing the international presence of Chinese tea brands [2] - Gold stocks fell sharply, with Zijin Mining (02899) and Shandong Gold (01787) declining by 4.29% and 4.94% respectively, following a report on the Bloomberg Commodity Index's upcoming rebalancing [2] Group 3: Cryptocurrency and Technology - Cryptocurrency ETFs faced significant declines, with notable drops in Bitcoin and Ethereum-related funds, as Bitcoin fell 3.3% from its record high, reflecting market pressures amid weak liquidity [3] - Oracle (ORCL.US) continued its downward trend, dropping 2.66% due to delays in delivering AI data centers for OpenAI, attributed to labor and material shortages [6] - Nvidia (NVDA.US) saw a slight increase of 0.73% after announcing the release of its third-generation language model, aimed at writing and programming tasks [6]

Woodring补充道："在我们的会议中，希捷科技首席财务官Gianluca Romano明确指出，HDD需求追踪的 速度'大幅度地'快于希捷所推动的25%年度HDD存储容量(exabyte)增长(我们估计可能达到约40%)——这 意味着，即使该行业从2026年上半年开始认证新的、更高容量的驱动器，HDD仍可能在整个2027日历 年处于供不应求状态。""然而，在这些会议中，对我们来说同样值得注意的是HDD需求的质量——这 意味着我们感到这些订单尽可能地接近'真实'需求，而不是会危及周期的库存积压或过度订购。" 大摩指出，除了西部数据(WDC.US)之外，希捷科技在硬盘驱动器技术领域几乎没有竞争对手。 摩根士丹利重申希捷科技(STX.US)"增持"评级，目标价270美元，并将牛市目标价定为341美元。该行指 出，由于强劲的周期，希捷科技预计其硬盘驱动器(HDD)销售在未来12个月内将享有超过50%的毛利 率。 由 Erik Woodring领导的分析师团队周一表示："与此同时，我们对进入2026年可能使这一趋势脱轨的风 险也感到更加放心。""当我们把这些因素加在一起时，我们认为营收增长、利润率和每股收益正趋向于 ...

Seagate (STX) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual i ...

凤凰网财经讯 12月15日，美股三大指数集体高开，道指涨0.31%，纳指涨0.58%，标普500指数涨 0.47%。 热门中概股多数下跌，纳斯达克中国金龙指数跌0.56%，百度跌超2%，阿里巴巴、理想汽车跌超1%。 存储概念股普涨，美光科技涨逾2%，西部数据、希捷科技涨超1%。 【甲骨文单季度新增1500亿数据中心租赁承诺】 其他市场消息 【扫地机器人鼻祖iRobot宣布破产重组】 截至发稿，知名扫地机器人开发商iRobot盘前重挫73%。公司上周日宣布提交破产保护申请并披露，将 退市并成为中国代工厂的全资子公司。公司预计，若破产程序获批，公司普通股持有人将不会获得重组 后公司的股权。 当地时间上周五（12月12日），纳斯达克公司公布了纳斯达克100指数年度成分股调整结果，宣布将有 六家公司加入该指数，存储牛股希捷科技和西部数据在列，另外4家为阿尔尼拉姆制药、法罗里奥集 团、因斯梅德公司和芯源系统。调整将于2025年12月22日（周一）开盘前生效。 【赛诺菲多发性硬化症新药遇挫】 周一美股盘前，法国跨国制药企业赛诺菲股价一度下挫逾4%，因其一款用于治疗多发性硬化症的实验 性药物遭遇双重打击：一项后期临床试验未 ...

The Nasdaq-100 Index has announced its annual reconstitution, adding six new companies and removing six, effective Dec. 22.Six Stocks Added, Six Dropped From IndexThe six companies being added to the index are: Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) , Ferrovial SE (NASDAQ:FER) , Insmed Inc. (NASDAQ:INSM) , Monolithic Power Systems, Inc. (NASDAQ:MPWR) , Seagate Technology Holdings plc (NASDAQ:STX) and Western Digital Corp. (NASDAQ:WDC) .The six companies being removed from the index are: Biogen Inc. (NA ...

Core Insights - Generative AI continues to be a significant trend in the stock market, impacting various industries and contributing to U.S. GDP growth [1] - The technology sector, particularly memory and storage companies, has seen increased demand due to the expansion of large language models [2] Company Performance - Seagate Technology's stock has surged 257% and Western Digital's has increased 316% in 2025, driven by strong demand for high-capacity hard drives [3] - Both companies are expected to maintain revenue and earnings growth through 2026, despite the challenges of balancing demand with capacity expansion [7][8] Market Dynamics - The demand for nearline storage has outpaced supply, allowing Seagate and Western Digital to raise prices, resulting in strong margin expansion [6] - HDDs remain the most common form of nearline storage, but competition from NAND storage and SSDs poses a threat to HDD makers [9][10] Competitive Landscape - Big tech companies are increasingly investing in NAND storage, which could lead to a shift away from HDDs if supply catches up to demand [14] - Seagate and Western Digital face competition from NAND chipmakers, which could impact pricing and market share [13][14] Valuation Concerns - Current forward P/E ratios for Seagate and Western Digital are 27 and 24, respectively, which may appear attractive compared to other AI stocks [15] - The cyclical nature of the HDD market and the interchangeable nature of their products with SSDs suggest that these companies may not maintain high valuations in the long term [16][18]