每经AI快讯，1月28日，美股存储板块盘前普涨。希捷科技涨超10%，西部数据涨超8%，闪迪涨超 5%，美光科技涨超4%。 ...

格隆汇1月28日｜美股盘前，半导体股普涨，阿斯麦涨约5%，此前公布了创纪录的第四季度订单量。美 光科技涨约5%，英特尔涨约5%，英伟达涨约2%。希捷科技涨约10%，公司Q2营收增21.5%，营业利润 率创历史新高，Q3收入指引超预期。 ...

Company Performance - Seagate Technology experienced a significant stock increase of 19.1% after reporting a larger profit than analysts expected, driven by demand from artificial intelligence applications [2] - Nvidia's stock rose by 1.6%, contributing positively to the S&P 500, supported by a favorable report from ASML regarding chip-making machinery [3] - Amphenol's stock fell by 12.2% despite reporting stronger profits than forecasted, following a prior surge of 23% in the year [5] - Apple’s stock decreased by 0.7% ahead of its upcoming profit report, making it the heaviest weight on the S&P 500 due to its size [6] Market Overview - The S&P 500 index saw a minor decline of 0.57 points, closing at 6,978.03, while the Dow Jones Industrial Average rose by 12.19 points to 49,015.60, and the Nasdaq composite increased by 40.35 points to 23,857.45 [7] - The U.S. dollar stabilized after a recent decline, with Treasury Secretary Scott Bessent stating that the government is not intervening in the currency market and aims for a "strong dollar" [7] Industry Trends - Companies are under pressure to deliver solid profit growth following record stock price increases, as stock prices typically align with corporate earnings over the long term [6] - ASML's optimistic revenue forecast for 2026 has alleviated concerns about a potential bubble in AI demand, indicating sustained interest in AI technologies [4]

Core Insights - Seagate Technology Holdings Plc. is a key player in the data storage industry, focusing on innovative storage solutions and benefiting from the increasing demand for data centers and AI applications [1] Financial Performance - Seagate reported earnings per share (EPS) of $3.11, exceeding the estimated $2.78 and the Zacks Consensus Estimate of $2.83, marking a positive surprise of over 10% [2][6] - The company's revenue for the quarter was approximately $2.83 billion, surpassing the estimated $2.73 billion and showing growth from $2.33 billion reported in the same period last year [3][6] - Over the past four quarters, Seagate has consistently outperformed consensus earnings and revenue estimates, indicating strong financial growth [3] Operational Highlights - The strong results are attributed to operational execution and sustained demand for data centers, with CEO Dave Mosley noting the success of HAMR-based Mozaic products as a key factor [4] - Despite the positive earnings report, Seagate's shares remained mostly flat in extended trading, although the company provided strong guidance for the upcoming third quarter [4] Financial Metrics - The P/E ratio of approximately 46.23 indicates investor confidence, while the price-to-sales ratio of about 8.31 reflects its market value relative to revenue [5] - The negative debt-to-equity ratio of -79.27 suggests a higher level of debt compared to equity, which is a consideration for investors [5][6]

▲ 希捷 HAMR 机械硬盘 希捷高管在财报后的电话会议上表示，该企业本日历年的近线机械硬盘产能已售罄，预计未来数月开始接受 2027H1 的订单；希捷上一季度的近线机械硬盘 平均容量增长了 22%。 希捷新一代 HAMR 平台 Mozaic 4 本季度晚些时候开始放量，有望在未来数月完成多家云服务提供商的认证程序。希捷预计对机械硬盘的强劲需求将持续相 当长的一段时间。 IT之家 1 月 28 日消息，Seagate 希捷宣布其在截至 2026 日历年 1 月 2 日的 2026 财年第 2 财季实现了 28.25 亿美元（IT之家注：现汇率约合 196.8 亿元人民 币）的营业收入，同比增长 21.5%、环比增长 7.5%。 这家机械硬盘巨头在 12 月季度的 GAAP 毛利率为 41.6%、Non-GAAP 毛利率为 42.2%；GAAP 营业利润率为 29.8%、Non-GAAP 营业利润率为 31.9%。 回归财务数据，希捷对 FY2026Q3 的展望是 29 亿美元营收。 ...

智通财经APP获悉，与闪迪、西部数据共同位列美国三大存储产品领军势力的希捷科技(STX.US)周二美股收盘后公布季度业绩 以及未来展望，数据显示出全球科技企业对于高性能近线HDD与企业级数据中心SSD近乎"无止境"炸裂式需求推动之下，这家 存储巨头季度业绩与业绩展望指引均全线超出华尔街分析师预期。希捷的这份全线超预期式强劲增长业绩，可谓全面强化三大 存储芯片原厂——三星、SK海力士与美光科技，以及西部数据和闪迪等存储产品巨头们强势领衔的所谓"存储超级周期"繁荣增 长叙事。 市场最为聚焦的业绩展望方面，希捷科技管理层给出的2026财年第三财季的营收和利润均显著高于华尔街分析师一致预期，全 面凸显出随着企业加速扩大人工智能应用规模带来AI算力需求指数级扩张，其企业级HDD与SSD高性能数据存储设备需求持续 强劲。 包括Meta、微软以及谷歌在内的全球最大规模科技巨头们正愈发激进向AI数据中心以及密切相关联的AI基础设施投资领域数万 亿美元规模，用于训练和高效率运行超大参数大语言模型(LMM)。这种AI算力需求持续井喷式扩张所带来的堪称无止境存储需 求激增，正在史无前例地惠及西部数据、希捷以及闪迪等传统存储型硬件供 ...

Market Overview - Wall Street experienced renewed momentum with the S&P 500 reaching fresh highs, while major U.S. indices closed mixed. The Dow Jones Industrial Average decreased by 0.8% to 49,003.41, the S&P 500 increased by 0.41% to 6,978.60, and the Nasdaq rose by 0.9% to 23,817.09 [1] Seagate Technology Holdings Plc - Seagate's stock increased by 3.76% to close at $371.76, with an intraday high of $383.88 and a low of $361. The stock's 52-week range is between $63.21 and $383.88. In after-hours trading, the stock rose by 9.66% to $407.64 [1] - Seagate reported second-quarter earnings of $3.11 per share, surpassing estimates of $2.81, with revenue of $2.83 billion, exceeding the consensus of $2.73 billion and up from $2.33 billion a year earlier. The results were driven by strong data center demand and momentum from HAMR-based Mozaic products. For the third quarter, Seagate guided for adjusted EPS of $3.20–$3.60 and revenue of $2.8–$3.0 billion, both ahead of Wall Street expectations [2] Texas Instruments Inc. - Texas Instruments saw a marginal increase of 0.02%, closing at $196.63, with an intraday high of $198.41 and a low of $194.34. The stock's 52-week range is $139.95 to $221.69. In after-hours trading, the stock surged by 8.08% to $212.51 [3] - Texas Instruments reported fourth-quarter revenue of $4.42 billion, slightly missing estimates of $4.44 billion, while earnings were $1.27 per share, below the consensus of $1.30. The results included a six-cent per share reduction not part of its original guidance, despite a 10% year-over-year revenue increase. The company generated $7.2 billion in operating cash flow and $2.9 billion in free cash flow over the past 12 months, ending the quarter with $3.23 billion in cash. For the first quarter, the company guided revenue of $4.32–$4.68 billion and earnings of $1.22–$1.48 per share, broadly in line to slightly above expectations [4] Richtech Robotics Inc. - Richtech Robotics surged by 44.62%, closing at $5.51, with an intraday high of $5.60 and a low of $4.05. The stock's 52-week range is $1.37 to $7.43 [5] - The company announced a new partnership with Microsoft to enhance its AI capabilities, which significantly contributed to the stock's gains. The partnership focuses on integrating Azure AI vision, voice, and reasoning tools into its ADAM robot, enabling more contextual and autonomous behavior. The upgraded ADAM platform can now consider various factors such as time of day and weather, while proactively addressing potential operational issues [6] Corning Incorporated - Corning's stock jumped by 15.55% to $109.74, with an intraday high of $113.99 and a low of $100.97. The stock rose by 3.88% in extended trading to $114 [7] - A $6 billion deal with Meta Platforms to supply data center infrastructure significantly boosted Corning's shares. The agreement involves supplying Meta with optical fiber, cable, and connectivity solutions tailored for high-density AI data centers, aimed at supporting Meta's AI applications and infrastructure needs. Corning plans to expand manufacturing capacity in North Carolina, including a major expansion at its Hickory optical cable facility, where Meta will be the anchor customer [8] Lam Research - Lam Research's stock rose by 7.00%, closing at $238.46, with an intraday high of $239.5 and a low of $228.76. The stock rose by 1.07% to $241 in after-hours trading [9] - Investors are anticipating the company's upcoming earnings report, with expectations of positive guidance and performance exceeding expectations. Analysts expect Lam Research to report EPS of $1.17, with a focus on both potential earnings beats and forward guidance [10]

Core Viewpoint - The semiconductor capital equipment sector presents a safer investment opportunity compared to data storage stocks, which have seen significant price increases recently. Group 1: Data Storage Stocks - Major players in the data storage sector, including Micron, Western Digital, Seagate, and SanDisk, have reported substantial gains, with SanDisk more than doubling in value since the beginning of the year [1][2]. - Despite a severe shortage of memory products due to data center expansions, the volatility of commodity chip makers makes them risky investments [2][3]. - Potential disruptions from competitors or changes in investment strategies by hyperscalers could negatively impact these stocks [3]. Group 2: Semiconductor Capital Equipment - The semiconductor capital equipment companies, such as ASML, Applied Materials, KLA, and Lam Research, have also seen significant gains, ranging from 29% to 39% since January [5][6]. - These companies are expected to benefit from increased orders as manufacturers ramp up production to address chip shortages [5][6]. - Taiwan Semiconductor Manufacturing Company (TSMC) plans to invest between $52 billion and $56 billion in capital expenditures for 2023, a 27% to 37% increase from the previous year, indicating strong demand for semiconductor production [7][8]. Group 3: Future Outlook - TSMC does not anticipate a balance between supply and demand until 2028 or 2029, suggesting sustained high capital expenditures, which is favorable for capital equipment makers [8]. - The demand for AI semiconductors is driving investments in advanced manufacturing equipment, benefiting companies like ASML [9]. - Micron is also investing heavily in new production facilities, which will create consistent orders for capital equipment suppliers [11][12]. Group 4: Market Reactions and Predictions - Intel's recent poor guidance, despite solid quarterly results, highlights the challenges in meeting chip demand, which could lead to increased business for capital equipment makers [13][14]. - Upcoming earnings reports from major semiconductor capital equipment companies are highly anticipated, with expectations for strong performance, although the high stock prices may lead to volatility [15][16]. - Analysts suggest that if stocks like Lam Research experience a pullback, it could present a buying opportunity for long-term investors [18][19].

Core Viewpoint - Seagate Technology reported strong fiscal second-quarter results for 2026, highlighting record revenue, profitability, and demand across data center markets, driven by the ramp-up of heat-assisted magnetic recording (HAMR) products and a strategic focus on high-capacity nearline drives [3][6][2]. Financial Performance - Seagate's fiscal Q2 revenue reached $2.83 billion, marking a 7% sequential increase and a 22% year-over-year growth [7][6]. - Non-GAAP gross margin was reported at 42.2%, up 210 basis points sequentially, while non-GAAP operating margin expanded to 31.9%, an increase of 290 basis points [7][10]. - Non-GAAP earnings per share (EPS) stood at $3.11, reflecting a 19% quarter-over-quarter increase [7][10]. Product and Capacity Developments - The company shipped 190 exabytes in the quarter, a 26% increase year-over-year, with data center shipments accounting for 87% of the total volume [8][9]. - Seagate's nearline drive capacities increased by 22% year-over-year, approaching 23 terabytes per drive, with cloud customers averaging even higher capacities [6][10]. - Quarterly HAMR shipments exceeded 1.5 million units, with Mozaic 3 drives qualified with major U.S. cloud service providers (CSPs) and Mozaic 4 qualification on track [5][6]. Cash Flow and Debt Management - The company generated $607 million in free cash flow, the highest in eight years, and ended the quarter with over $1 billion in cash and cash equivalents [12][13]. - Seagate retired approximately $500 million of exchangeable senior notes and returned $154 million to shareholders through dividends, improving its net leverage ratio to 1.1x [13][12]. Future Outlook - For the March quarter, Seagate guided revenue to approximately $2.9 billion, representing a 34% year-over-year improvement at the midpoint, with non-GAAP operating margin expected to approach the mid-30s percentage range [14][15]. - Management anticipates that data center demand will offset typical seasonality in the edge IoT market, with expectations for further expansion in free cash flow driven by operational efficiency [16][14]. Pricing and Supply Agreements - Seagate has established purchase orders for all quarters of calendar 2026, with volume and pricing well defined, while indications for calendar 2027 volumes are positive but pricing remains unconfirmed [18][17]. - Executives noted that customer behavior is improving planning, enhancing visibility and factory planning for Seagate [19][17].

The Nasdaq led US stock futures higher on Wednesday as AI trade fervor spread ahead of the Federal Reserve’s latest policy decision and earnings from megacap techs. Contracts on the tech-heavy Nasdaq 100 (NQ=F) climbed about 0.9%, while those on the Dow Jones Industrial Average (YM=F) hovered below the flat line. S&P 500 futures (ES=F) moved up 0.3% on the heels of an all-time closing high. Techs are set to buoy markets again as a surprise record surge in orders for ASML's (ASML) chipmaking machines sto ...