来源：滚动播报 纳斯达克公司宣布纳斯达克100指数成份股调整将于12月22日生效。6家公司即将被纳入纳斯达克100指 数。分别是艾尼拉姆制药公司、费罗维亚集团、英斯梅德公司、单片电源系统公司、希捷科技控股有限 公司和西部数据公司。而有6家被移出，百健公司（Biogen）CDW公司、格芯公司、露露乐蒙、安森美 半导体和交易台公司（The Trade Desk）。 ...

| 代码 | 名称 | | 涨跌幅 ^ | 盘前涨跌幅 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | SNDK | SanDisk Corp | O | -11.43% | -3.91% | 313.62亿 | 510.38% | | WDC | 西部数据 | | -6.28% | -1.54% | 599.83亿 | 290.86% | | MU | 美光科技 | | -5.24% | -1.10% | 2756.21亿 | 191.85% | | RMBS | Rambus | | -5.00% | -1.10% | 108.41亿 | 90.51% | | STX | 希捷科技 | | -4.33% | -2.15% | 628.93亿 | 246.92% | | PSTG | Pure Storage | | -4.30% | -1.45% | 239.74亿 | 18.20% | | SIMO | 慧荣科技 | | -2.54% | -1.87% | 30.89亿 | 73.46% | 格隆汇12月12日｜美股市场存储芯 ...

周五，存储概念股纷纷下挫，SanDisk(SNDK.US)跌超12%，西部数据(WDC.US)跌超6%，美光科技 (MU.US)、希捷科技(STX.US)跌超4%。消息面上，Interactive Brokers首席策略师Steve Sosnick认为，市 场对整体AI交易的担忧是合理的，因为现在企业对AI已做出数万亿美元的投入承诺，但投资者很难判 断这些投入将如何演变，市场适度从这一板块撤出是正确的。 ...

智通财经APP获悉，周五，存储概念股纷纷下挫，SanDisk(SNDK.US)跌超12%，西部数据(WDC.US)跌 超6%，美光科技(MU.US)、希捷科技(STX.US)跌超4%。消息面上，Interactive Brokers首席策略师Steve Sosnick认为，市场对整体AI交易的担忧是合理的，因为现在企业对AI已做出数万亿美元的投入承诺， 但投资者很难判断这些投入将如何演变，市场适度从这一板块撤出是正确的。 ...

When I first initiated coverage on Seagate Technology Holdings (NASDAQ: STX ), my confidence stemmed from STX's strong execution, secular tailwinds in data storage, and the rollout of HAMR technology. Yet since then, the stock has surged by 137% as of writing thisMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data-driv ...

Group 1 - Seagate Technology Holdings (NASDAQ: STX) has experienced a stock surge of 137% since the initiation of coverage, driven by strong execution and favorable trends in data storage [1] - The company is leveraging HAMR (Heat-Assisted Magnetic Recording) technology, which is expected to enhance its competitive position in the data storage market [1] - The analysis approach combines quantamental analysis, utilizing both data-driven models and fundamental research, focusing on metrics like PEG ratios [1] Group 2 - The analyst aims to make research accessible to both retail and professional investors while maintaining analytical depth and a clear investment thesis [1] - The article is a collaborative effort with another author, indicating a shared interest in providing insights into the company and its market [1]

Singapore-based Seagate Technology Holdings plc (STX) engages in the provisioning of data storage technology and infrastructure solutions in Singapore, the U.S., and internationally. With a market cap of approximately $60.4 billion, Seagate operates as one of the largest manufacturers of hard disk drives (HDDs) in the world. Companies with a market cap of $10 billion or more are categorized as "large-cap stocks." Seagate fits this description perfectly, with its market cap exceeding this threshold, refle ...

Group 1: Federal Reserve and Market Reactions - The Federal Reserve lowered interest rates by 25 basis points and announced the purchase of short-term bonds, interpreted by the market as "not QE's QE" with a slightly dovish tone from Chairman Powell [1] - U.S. stock indices closed higher, with small-cap stocks leading the market; the S&P 500 rose by 0.67%, the Dow Jones increased by 1.05%, and the Nasdaq gained 0.33% [2] Group 2: Company Performance - Tesla, Broadcom, and Google saw stock increases of over 1%, while Oracle's post-earnings drop exceeded 10%, negatively impacting Nvidia, which fell over 1% in after-hours trading [3] - U.S. storage companies, including Micron Technology and Seagate Technology, reached new highs [4] Group 3: Chinese Market Developments - The Nasdaq Golden Dragon China Index rose by 0.64%, with notable gains from companies like Chuangzhi Global (over 47%), Junfu Capital (over 35%), and Fangduoduo (over 22%) [5] Group 4: Economic Indicators and Policies - U.S. Treasury yields fell across the board, with the two-year yield dropping over 7.6 basis points; the dollar decreased nearly 0.6%, marking its lowest level since October 29 [6] - China's satellite industry is rapidly developing, with successful launches of nine satellites, indicating a pressing need for satellite internet [7] Group 5: Sector Insights - The MLCC market is expected to grow significantly, with demand for AI servers projected to increase by 3.3 times by 2030 compared to 2025, driven by advancements in AI and automotive technologies [10] - The AI application "Qianwen" has surpassed 30 million monthly active users within 23 days of its public release, indicating strong growth potential in the AI sector [11] Group 6: Strategic Developments - Blueway Technology plans to acquire 100% of Peimeigao International, expanding into AI computing infrastructure [15] - Huasheng Co. intends to purchase 97.4% of AIDC company Yixin Technology for 6.62 billion yuan, focusing on green computing infrastructure services [15]

Key Takeaways Seagate posted strong Q1 fiscal 2026 results driven by AI-fueled storage demand.STX shipped over 1M HAMR-based Mozaic drives and sees solid cloud customer uptake.Seagate guides Q2 revenue of $2.7B at midpoint with expected margin expansion.Seagate Technology Holdings plc (STX) has entered fiscal 2026 with exceptional momentum, supported heavily by booming AI-driven storage requirements. The company reported robust year-over-year revenue growth, record non-GAAP gross margins and strong operatin ...

Group 1 - Erik Woodring leads U.S. IT hardware coverage at Morgan Stanley [1] - Seagate's CFO, Gianluca Romano, has been a consistent presence in discussions [2]