Group 1 - The U.S. stock market opened with all three major indices rising, with the Dow Jones up 0.21%, the Nasdaq up 0.65%, and the S&P 500 surpassing the 7000-point mark for the first time, setting a new record high [1] - The semiconductor sector led the gains, with Intel rising over 9%, and storage companies also saw significant increases: Seagate Technology up over 16%, Western Digital up over 10%, SanDisk up over 8%, and Micron Technology up nearly 5% [1][2] - Other sectors such as telecommunications services, electrical equipment, and non-ferrous metals also experienced notable gains [2] Group 2 - Texas Instruments rose 5%, with Q1 earnings guidance exceeding market expectations [4] - Starbucks increased by 6.5%, reporting a 4% growth in same-store sales in the U.S. for the first quarter, which was above market expectations [4]

每经AI快讯，美股开盘集体上涨，道指涨0.04%，纳指涨0.62%，标普500指数涨0.28%。德州仪器涨近 3%，公司对当前季度预期高于市场预期。星巴克上涨7.6%，第一季度美国同店销售额增长4%，高于市 场预期。阿斯麦涨近2.5%，公司2025年Q4营收97亿美元，创历史新高，订单规模为132亿欧元，远超预 期。存储板块延续强势，希捷科技涨近6%，西部数据涨4.7%，闪迪涨4.8%，美光科技涨超3%。 ...

Group 1: Price Increases in the Storage Market - The storage market is experiencing a price surge, with multiple manufacturers continuing to raise prices, affecting not only storage chips but also foundry and packaging processes, as well as passive components [1][4] - Companies like Zhongwei Semiconductor and Guokai Micro have announced price increases for their products, with adjustments ranging from 15% to 80% [2] - The ongoing price increases are expected to create a selection process among storage manufacturers, focusing on long-term partnerships with clients who can generate premium products [5] Group 2: Impact on Smartphone Market - The smartphone market is facing challenges due to rising storage costs, which may lead manufacturers to seek cost reductions in other core components [3][6] - Major smartphone brands are adjusting their business plans downward to force other component suppliers to lower prices, particularly in the AMOLED panel segment [6] - The price increases in storage components are likely to affect the bill of materials (BOM), leading to potential price hikes for smartphones priced under $100, while higher-end models may manage costs through configuration adjustments [5][6] Group 3: New Device Trends - The smartphone industry is evolving with new device forms such as foldable screens and smart glasses, which are expected to play a crucial role in the next AI era [3][8] - The foldable smartphone market is projected to grow significantly, especially with Apple's anticipated entry, which could increase global shipments to 25 million units by 2026 [9][11] - New hardware developments, including AI glasses and handheld imaging devices, are gaining traction, with expectations for rapid iteration and product launches in 2026 [12][13] Group 4: Competitive Landscape and Future Outlook - The competition in the smartphone industry is increasingly focused on the intersection of AI and hardware, with companies needing to identify real user scenarios to build differentiated products [13] - The ability to navigate supply chain fluctuations and innovate in product design will be critical for success in the evolving market landscape [13]

| | 371.760 +13.470 +3.76% | | | 希捷科技(SEAGATE) 立即 | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | STX 交易 | | NASDAO USD 20:00:00 | | | | | | 10 + | | 盘前价 | 402.950 涨幅 | 8.39% | 之生 | 34.99% 120日 | | 146.42% | | 涨跌 | 31.190 盘前量 | 12.66万 | 5日 | 14.04% 250日 | | 277.95% | | 三一 | 403.000 | 100 | 20日 | 29.89% 52周高 | | 370.47 | | 杀一 | 401.340 | - | 60日 | 40.33% 52周低 | | 62.50 | | 总量 | 735.36万 换手 | 3.44% | | 2024 | 2025 | 2026H1 | | 现手 | 1124 量比 | 1.36 | EbS | 1.60 | 6.93 | 5.31 | | 外盘 | 263.73万 内盘 | ...

Core Insights - Seagate Technology Holdings plc (STX) reported strong second-quarter fiscal 2026 results, with non-GAAP earnings of $3.11 per share, surpassing both the Zacks Consensus Estimate of $2.83 and management's guidance of $2.75 per share, reflecting a 19% quarter-over-quarter increase [1][10] - Non-GAAP revenues reached $2.83 billion, exceeding the Zacks Consensus Estimate by 2.7% and showing a 22% year-over-year growth, driven by robust demand in data center markets [2][10] Financial Performance - The data center segment accounted for 79% of total revenue, amounting to $2.2 billion, which represents a 28% year-over-year growth and a 5% sequential increase [7] - The edge IoT segment contributed 21% of revenue, totaling $601 million, up 2% year over year and 17% sequentially, supported by seasonal strength in consumer products [8] - Seagate shipped 190 exabytes of HDD storage, a 26% year-over-year increase, with the data center market representing 87% of shipments [9] Strategic Positioning - The company's strategy focuses on balancing performance with cost efficiency, aligning with the growing demand for AI-generated data, suggesting sustained long-term demand [3] - Average nearline drive capacity increased by 22% year over year to nearly 23 TB per drive, indicating strong adoption of higher-capacity products [4] Margin and Cash Flow - Non-GAAP gross margin reached a record 42.2%, up 210 basis points quarter over quarter and 670 basis points year over year, driven by high-capacity product adoption [11] - Cash flow from operations was $723 million, compared to $532 million in the previous quarter, with free cash flow reaching $607 million, marking a 42% sequential increase [13] Future Outlook - For the fiscal third quarter, Seagate expects revenues of $2.9 billion, indicating a 34% year-over-year improvement, with non-GAAP earnings projected at $3.40 per share [15] - The company anticipates continued strong demand from global cloud customers, which is expected to offset typical seasonality in the edge IoT markets [15][17]

智通财经APP获悉，周三，存储板块盘前走高，希捷科技(STX.US)涨逾8%，西部数据(WDC.US)涨逾 6%，SanDisk(SNDK.US)涨近5%，美光科技(MU.US)涨逾3%。 分析认为，AI数据中心建设进程如火如荼不仅带动HBM存储需求激增，导致存储芯片产能从消费电子 级全面迁移至制造、封测工艺复杂得多的HBM端，AI数据中心的三层存储栈(热层NVMe SSD、温层/近 线 HDD、冷层对象与备份)则同样都在同步指数级扩容，而HDD行业寡头长期以来的供给克制、NAND 周期回暖叠加云厂商多年期锁量，让存储产品巨头订单能见度跃升。 消息面上，希捷管理层预计第三财季营收为29.0亿美元，上下浮动1亿美元；根据LSEG汇编的数据，华 尔街分析师们平均预估约为27.7亿美元，希捷营收展望显著高于分析师一致预期。该公司预计第三财季 调整后每股收益(EPS)约为3.40美元，上下浮动20美分；同样大幅超过分析师们的预期。 ...

周三，存储板块盘前走高，希捷科技(STX.US)涨逾8%，西部数据(WDC.US)涨逾6%， SanDisk(SNDK.US)涨近5%，美光科技(MU.US)涨逾3%。 分析认为，AI数据中心建设进程如火如荼不仅带动HBM存储需求激增，导致存储芯片产能从消费电子 级全面迁移至制造、封测工艺复杂得多的HBM端，AI数据中心的三层存储栈(热层NVMe SSD、温层/近 线HDD、冷层对象与备份)则同样都在同步指数级扩容，而HDD行业寡头长期以来的供给克制、NAND 周期回暖叠加云厂商多年期锁量，让存储产品巨头订单能见度跃升。 消息面上，希捷管理层预计第三财季营收为29.0亿美元，上下浮动1亿美元；根据LSEG汇编的数据，华 尔街分析师们平均预估约为27.7亿美元，希捷营收展望显著高于分析师一致预期。该公司预计第三财季 调整后每股收益(EPS)约为3.40美元，上下浮动20美分；同样大幅超过分析师们的预期。 ...

Company News - ASML's ADRs rose 5% after reporting orders significantly exceeding investor expectations, driven by increased demand for AI computing workloads [3][5][17] - Seagate's stock increased by 8% following a strong second-quarter earnings report that surpassed expectations, along with a positive outlook [3] - Texas Instruments gained 7% after providing a favorable outlook, indicating improved demand in industrial and data center markets [3] - AT&T's shares rose 3% after reporting fourth-quarter profit and revenue that exceeded analysts' estimates, attributed to strong broadband subscriber growth [3] - C3.ai's stock surged 15% amid reports of merger talks with Automation Anywhere [3] - F5 Inc. jumped 8% after raising its revenue forecast for the fiscal year [3] - New Oriental Education's ADRs rose 6% after beating second-quarter estimates and increasing its annual net revenue forecast [3] - Corning's shares fell 3% after reporting fourth-quarter results and providing a disappointing outlook [3] - Elevance Health dropped 6% after giving an adjusted profit forecast for 2026 that fell short of Wall Street expectations [3] - Qorvo's stock fell 10% after issuing a weaker-than-expected outlook [3] Industry Trends - The tech sector is experiencing a rally, driven by strong earnings from semiconductor and memory companies, which is boosting the AI trade [1][4][6] - The Magnificent Seven stocks are mostly higher, with Nvidia, Alphabet, and Amazon showing gains, while Meta and Apple experienced slight declines [3] - The semiconductor, memory, and storage sectors are seeing significant gains due to positive earnings reports, particularly from ASML, Seagate, and Texas Instruments [3][4] - Asian equities are also benefiting from the tech rally, with notable gains in TSMC and SK Hynix [5][13] - The demand for AI memory is driving earnings growth for companies like SK Hynix, indicating a strong market for AI-related technologies [5][14]

钛媒体App 1月28日消息，美股盘前要闻： 1. 美国股指期货涨跌不一，截至目前，道琼斯指数期货跌0.03%，标普500指数期货涨0.21%，纳斯达克 100指数期货涨0.85%。 2. 欧洲斯托克50指数跌0.43%，英国富时100指数跌0.51%，法国CAC40指数跌1.41%，德国DAX30指数 跌0.65%，富时意大利MIB指数跌0.95%。 3. 北京时间周四凌晨3点，美联储即将公布2026年的首份利率决议；市场普遍预期，美联储将在本周政 策会议上维持利率不变。 4. 本周四和周五，特斯拉、Meta、微软和苹果将公布财报，华尔街对"七巨头"业绩充满信心，预计整体 盈利增长率达20.3%。 5. 加密货币巨头Tether囤金140吨，是除已知的主权国家与大型银行外全球最大的黄金储备持有者。 9. 德州仪器美股盘前涨超8%，公司第四季度每股盈利1.27美元，营收44.2亿美元，略低于华尔街预期， 但对当前季度预期高于市场预期。 10. 美股存储股盘前普涨，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%。 11. 美国联合包裹运送服务公司（UPS）27日宣布，计划今年减少约3万个运 ...

Seagate Technology's shares surged in premarket trading on Wednesday after the hard drive maker forecast third-quarter revenue and profit above Wall Street expectations. The stock rose 10.3% to $410.0... ...