Core Insights - Seagate Technology Holdings plc (STX) has seen a significant stock increase of 30.6% in the past month, outperforming the Zacks Computer-Integrated Systems industry, the Zacks Computer & Technology sector, and the S&P 500, which fell by 0.7%, 4%, and 1.9% respectively [2][9] - The company has outperformed competitors such as Micron Technology (MU) and Silicon Motion Technology (SIMO), which rose by 13.5% and 20.8% respectively, as well as Western Digital Corporation (WDC), which increased by 27.1% [3] Key Catalysts Fueling Growth - The growth of Seagate is driven by booming data storage demand, strong earnings, and margins, particularly in data center markets [5] - Fiscal second-quarter revenues reached $2.83 billion, marking a 22% year-over-year increase, with record margins of 42.2% attributed to high-capacity nearline demand [9][11] - Seagate's strategy focuses on balancing performance with cost efficiency, aligning with the long-term growth of AI-generated data, which is expected to sustain demand [6] Product and Technology Developments - Seagate's HAMR (Heat-Assisted Magnetic Recording) technology is seen as a key enabler for AI and machine learning-driven demand for cost-efficient mass-capacity storage [7] - The Mozaic 3 HAMR drives are now qualified with major U.S. cloud providers, with global qualification expected by the first half of 2026 [7] - Quarterly HAMR shipments have exceeded 1.5 million units, supporting a roadmap toward achieving 10TB-per-disk areal density [7] Financial Performance and Projections - Data center revenue rose by 28% year-over-year to $2.2 billion, constituting 79% of total sales, driven by cloud demand and a recovering enterprise OEM market [13] - The edge IoT segment generated $601 million, accounting for 21% of revenue, with a 2% year-over-year increase [14] - For the fiscal third quarter, Seagate expects revenues of approximately $2.9 billion, indicating a 34% year-over-year improvement [14] Estimate Revisions and Valuation - Earnings estimates for fiscal 2026 have increased by 11.8% to $12.63, while estimates for fiscal 2027 have risen by 29.7% to $18.89 [18] - The company's shares currently trade at a price/earnings ratio of 26.97 for forward earnings, compared to 16.66 for the industry [19] Investment Considerations - Seagate's recent stock rally reflects strong earnings momentum and growing investor confidence in data storage, particularly in AI infrastructure [20][21] - The company is positioned to create long-term value for customers and shareholders, with expectations of sequential revenue and profit growth through 2026 [15]

The Singapore-based Seagate Technology Holdings plc (STX) builds the backbone of the digital economy. With a market cap of approximately $92.9 billion, the company designs and manufactures hard disk drives, solid-state drives, hybrid drives, and storage subsystems. It also delivers scalable edge-to-cloud platforms that power data centers, cloud providers, enterprises, and equipment manufacturers worldwide. Over the past 52 weeks, Seagate’s shares have surged 319.8%, significantly outperforming the S&P 50 ...

北京时间2026年2月13日凌晨，美国股市收盘的钟声敲响，但带来的不是平静，而是一片刺眼的红色。 道琼斯工业指数下跌669.42点，跌幅定格在1.34%，报收于49451.98点。 以科技股为主的纳斯达克综合指数遭遇了更猛烈的抛售，暴跌469.32点，跌幅高达 2.03%，收于22597.15点。 标普500指数也未能幸免，下跌108.71点，跌幅1.57%，报6832.76点。 这不仅仅是数字的下跌。 整个市场超过4100只股票收跌，上涨的股票寥寥无几。 交易员们盯着屏幕，看着三大指数从开盘的普遍上涨，一步步演变成盘中 跳水，尾盘加速下跌的"高开低走"惨剧。 纳斯达克指数开盘时还上涨了0.38%，但盘中越走越低，最终以大跌收盘。 标普500指数开盘上涨0.40%，却在盘 中经历了两次明显的跳水。 市场的恐慌情绪像病毒一样蔓延。 投资者开始疯狂抛售手中的资产，尤其是那些曾经备受追捧的科技股和成长股。 衡量市场恐慌程度的VIX指数大幅飙 升，显示市场避险情绪急剧升温。 这种抛售不是针对某一家公司，而是席卷了整个市场，从科技巨头到传统行业，几乎无一幸免。 在众多下跌的板块中，有色金属和贵金属板块的崩盘尤为惨烈。 ...

智通财经APP获悉，周五，存储概念股普跌，闪迪(SNDK.US)跌6%，西部数据(WDC.US)、美光科技 (MU.US)、希捷科技(STX.US)跌逾4%。 ...

2,748,647+$32.31+7.67%$453.44[Exelon][EXC]• Vol: 24,171,741+$3.10+6.97%$47.55## Top Losing Stocks[Baxter International][BAX]• Vol: 28,020,199-$3.5615.99%$18.71[Tyler Technologies][TYL]• Vol: 2,531,055-$52.2115.39%$287.04[C.H. Robinson][CHRW]• Vol: Seagate's Stock Has Outperformed 99% of the S&P 500 in 2026 - 24/7 Wall St.[S&P 5006,809.20 -0.56%] [Dow Jones49,292.90 -0.41%][Nasdaq 10024,572.40 -0.76%][Russell 20002,608.20 -0.29%][FTSE 10010,387.00 -0.46%][Nikkei 22557,220.50 +0.36%][Investing]# Seagate's Sto ...

点击蓝字，关注我们 今日上午港股 1 . 石油股早盘普跌，截至发稿， 中石化(00386)跌3.89%，中石油(00857)跌3.17%，中海油服(02883)跌 3.17%，中海油(00883)跌2.79% 。 消息面上，周四，WTI原油期货收跌2.77%，报62.84美元/桶。布伦 特原油期货收跌2.71%，报67.52美元/桶。 3 . 老铺黄金(06181)现跌近5% 。美银证券发布研报称，老铺黄金受惠于金价上涨与品牌持续渗透，预 计公司去年下半年收入增长强劲，同比升165%；经调整纯利同比增169%。全年经调整纯利预测则下 调5%至48亿元人民币，即同比增长218%。 4. 再鼎医药(09688)再涨7% 。消息面上，2月9日，再鼎医药的注射用ZL-1310拟纳入突破性疗法，拟 用于一线含铂治疗期间或治疗后出现疾病进展的广泛期小细胞肺癌(ES-SCLC)患者。ZL-1310在早期 临床研究中展现出的疗效数据非常突出，尤其是在二线及以上治疗和脑转移患者中均显示出高缓解 率，使其有潜力成为SCLC治疗领域的突破性疗法。 7 . 先声药业(02096)涨超4.4% 。消息面上，近日，先声药业发布公告，内容 ...

Core Viewpoint - Western Digital's stock has surged 970% over the past year, driven by AI storage demand, margin expansion, and strategic spin-offs, indicating a significant shift in the company's business model towards AI infrastructure rather than traditional memory chips [1][14]. Financial Performance - In fiscal Q2 2026, Western Digital reported revenue of $2.655 billion, shipping 215 exabytes of storage, with gross margins reaching 46.1%, a notable increase from the previous year [3]. - The company anticipates full-year fiscal 2026 revenue to approximately double, exceeding $12 billion, supported by multi-year procurement agreements with major customers [3][4]. Technology and Innovation - Western Digital is investing in Heat-Assisted Magnetic Recording (HAMR) technology, which is expected to significantly reduce costs associated with AI storage over the next decade [4][5]. - The flagship product is a 40TB UltraSMR drive, with plans for volume production by late 2026, and a target of 100TB per drive by 2029 [5][6]. - New technologies, such as 'High Bandwidth Drive' and 'Dual Pivot' design, are set to enhance throughput and energy efficiency, addressing the needs of data centers [7][8]. Market Position and Strategy - Western Digital has transitioned from a cyclical hardware company to a near-monopoly supplier of scalable AI data storage, with long-term contracts and a clear technology roadmap [14]. - The company has locked in supply agreements with major cloud service providers like AWS, Microsoft Azure, and Google Cloud, indicating a shift towards infrastructure rather than traditional hardware sales [4][10]. Investment Opportunities - The separation of Western Digital and Sandisk has created distinct investment opportunities, allowing investors to capitalize on different market cycles related to AI infrastructure and NAND flash [9][11]. - Management has set ambitious long-term targets, including revenue growth of over 20% per year and gross margins above 50%, alongside a $6 billion share buyback program [12][13]. Industry Outlook - Demand for storage exabytes is projected to grow over 25% annually in the next five years, with AI and cloud services now constituting approximately 90% of Western Digital's revenue [13]. - Institutional ownership has increased to 92%, reflecting investor confidence following the company's restructuring [13].

Market Overview - The U.S. stock market showed mixed results with the Dow Jones up by 0.46%, while the Nasdaq fell by 0.31% and the S&P 500 increased by 0.09% [1] - Major tech stocks experienced varied performance, with Nvidia rising by 0.7% and Amazon and Apple both declining by over 1% [3] Semiconductor Sector - Storage concept stocks continued to perform well, with Seagate Technology rising by 11%, Western Digital by over 8%, SanDisk by over 8%, and Micron Technology by over 3% [3] - Micron Technology announced that its new NAND flash wafer plant is on track to begin shipments in the second half of 2028, with HBM4 customer shipments expected to increase in the first quarter of 2028, one quarter ahead of schedule. The CFO indicated that market demand exceeds supply, and this tight supply situation is expected to persist until after 2026 [3] Retail Sector - Major U.S. retailers saw collective gains, with Walmart rising over 2% to reach a historical high, Macy's up nearly 4%, Kohl's up nearly 3%, and Ross Stores up over 2% [4] - McDonald's reported a 9.5% year-over-year revenue increase to $7 billion for the fourth quarter, with adjusted earnings per share of $3.12, exceeding expectations [4] Software Sector - Software stocks faced significant sell-offs, with Cisco's stock plummeting over 9%, marking its largest drop in 2023. Despite an increase in AI demand leading to an upward revision of annual guidance, the gross margin guidance for the current quarter fell short of expectations [4] - Other software stocks showed mixed results post-earnings, with Fastly surging over 60%, HubSpot up over 10%, and Applovin dropping over 14% [4][5] Chinese Stocks - Chinese stocks listed in the U.S. experienced a collective decline, with the Nasdaq Golden Dragon China Index falling by 1.4%. Tencent Music dropped nearly 6%, while other companies like Huya, Boss Zhipin, and Beike fell over 4% [6] Commodity Market - Precious metals saw a decline, with spot gold down by 0.37% at $5065 per ounce and spot silver down by 1.43% at $83 per ounce [8] - International oil prices also fell, with Brent crude futures down about 1% to $68.75 per barrel and WTI crude futures down about 1% to $63.99 per barrel [8] Cryptocurrency Market - The majority of cryptocurrencies saw an increase, with Bitcoin rising by 0.96%, remaining below $68,000. In the last 24 hours, 118,000 individuals experienced liquidations [10][11]

美股存储概念爆发。 当地时间2月12日（周四），美股三大股指集体高开，截至发稿，道指涨0.6%，标普500指数涨0.39%，纳指涨0.24%。 盘面上，存储概念股早盘集体爆发，其中，希捷科技、西部数据涨超11%，闪迪涨超10%，美光科技涨近7%。 经济数据方面，美国上周初请失业金人数为22.7万人，预估为22.4万人，前值为23.1万人。美国1月31日当周持续申领失业救济186.2万，预计为185万。 据芝商所"美联储观察"：美联储到3月降息25个基点的概率为5.9%，维持利率不变的概率为94.1%。 美股高开 当地时间2月12日，美股三大股指集体高开，截至发稿，道指涨0.6%，标普500指数涨0.39%，纳指涨0.24%。 | 0 △ 田 03 | 价格 = | 涨跌幅 ◆ | | --- | --- | --- | | 道琼斯指数 | 50420.49 | +0.60% | | .DJI | | | | 标普500指数 | 6968.71 | +0.39% | | .SPX | | | | 纳斯达克综合指数 | 23120.72 | +0.24% | | IXIC | | | 美股存储概念股早盘集体爆发， ...

TrendForce集邦咨询分析师表示，2025年第四季度各类应用的DRAM合约价普遍上涨40%以上，2026年 第一季度以来合约价再次出现大幅上涨。其中，DDR4市场供需失衡尤为突出，2026年第一季度涨幅进 一步加速，预计第二季度仍将上涨。 (资料图) 智通财经APP获悉，周四，存储概念股盘前普涨，闪迪(SNDK.US)涨近8%，西部数据(WDC.US)、美光 科技(MU.US)、希捷科技(STX.US)涨逾4%。 ...