分组1: Micron Technology - Micron Technology's shares have risen 62% in 2026, driven by significant increases in revenue and earnings [1] - Despite its strong performance, Micron has been outperformed by Lumentum and Western Digital, which have seen gains of 90% and 77% respectively [1] 分组2: Lumentum - Lumentum is positioned in a fast-growing AI niche, providing essential connectivity for AI data centers [3] - The company offers optical and photonic products that enhance network bandwidth and enable high-speed data transfers, leading to high demand from hyperscalers [4] - Lumentum's revenue for the first half of fiscal 2026 increased by 62% to $1.2 billion, with non-GAAP earnings jumping 367% year over year to $2.80 per share [7][8] - The company anticipates an 85% year-over-year revenue increase in the current quarter, with earnings guidance at $2.25 per share, nearly quadrupling from the previous year [9] - Analysts expect Lumentum's growth momentum to continue as AI data center build-outs remain strong [10] 分组3: Western Digital - Western Digital has benefited from a storage boom driven by AI data centers, with demand for hard-disk drives (HDDs) surging [14] - The company reported a 26% year-over-year revenue increase to $5.83 billion in the first half of fiscal 2026, with earnings doubling to $3.92 per share [16] - Western Digital has sold out its HDD capacity for 2026 and is entering long-term agreements with customers for future capacity [17][18] - The AI-centric storage market is projected to grow at a 25% compound annual growth rate through 2032, indicating continued revenue growth for Western Digital [18][19]

美股再遭猛烈抛售。 隔夜美股市场全线大跌，纳指重挫超2%，标普500指数大跌1.51%，大型科技股集体收跌。消息面上，据新华 社报道，美国军方正在向中东地区增派3艘军舰和约2500名海军陆战队员。 有分析指出，中东紧张局势持续升级，加剧了市场对战争持续更长时间的担忧，VIX恐慌指数大涨超11%。另 外，能源冲击引发的通胀担忧彻底重塑了全球利率预期，市场不再押注美联储年内降息。 值得一提的是，在美股收盘后，据央视新闻报道，当地时间3月20日，美国总统特朗普在其社交媒体"真实社 交"发文表示，随着他们考虑逐步降级在中东针对伊朗政权所开展的各项重大军事行动，他们已非常接近实现 既定目标。 全线大跌 美东时间3月20日，美股三大指数低开低走，截至收盘，标普500指数大跌1.51%，纳指大跌2.01%，双双收于 2025年9月以来的最低水平；道指跌0.96%，为去年10月以来最低收盘价。 美股大型科技股集体重挫，英伟达、特斯拉大跌超3%，谷歌、Meta大跌超2%，微软、亚马逊跌超1%，苹果 收跌0.39%。 费城半导体指数大跌2.45%，Coherent大跌近8%，英特尔大跌5%，阿斯麦跌超3%，博通跌近3%。 存储概 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜张楠 北京时间3月21日，美股三大指数集体收跌。道指跌0.96%，本周累跌2.11%，连续四周下跌， 创下自2023年2月以来最长的周线连跌纪录；纳指跌2.01%；标普500指数跌1.51%。 欧洲主要股指收盘普跌。德国DAX 30指数跌2%，法国CAC40指数跌1.82%；意大利MIB指数 跌1.97%；英国富时100指数跌1.44%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 45577.47 | 21647.61 | 6506.48 | | -443.96 -0.96% -443.08 -2.01% -100.01 -1.51% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 59068.36 | 3623.68 | 6742.84 | | -1226.84 -2.03% -92.11 -2.48% -202.55 -2.92% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 46110 | 24217.25 | 6588.50 | | -231 -0.50% ...

The S&P Falls Close to 1% As Oil Blasts Past $100 A Barrel - 24/7 Wall St. S&P 5006,555.40 -1.11% Dow Jones45,806.60 -0.77% Nasdaq 10024,081.80 -1.45% Russell 20002,459.61 -1.70% FTSE 1009,932.80 -1.46% Nikkei 22552,185.50 -2.09% Stock Market Live March 20, 2026: S&P 500 (SPY) Lower on Higher Oil Prices Again Investing The S&P Falls Close to 1% As Oil Blasts Past $100 A Barrel By Michael WilliamsPublished Mar 20, 11:26AM EDT Quick Read Super Micro Computer (SMCI) is the S&P 500's worst performer today on co ...

Core Insights - Western Digital Corporation (WDC) is experiencing improved visibility into fiscal 2026 and beyond due to deepening collaborations with hyperscaler customers, resulting in a revenue increase of 25% year over year to $3.02 billion in the fiscal second quarter, primarily driven by strong data center demand and high-capacity hard disk drives (HDDs) [1][11] Revenue Breakdown - The Cloud segment accounted for 89% of total revenues, reaching $2.7 billion, with a year-over-year growth of 28%, highlighting the company's increasing business with hyperscalers supporting AI workloads [2][11] - During the quarter, WDC shipped over 3.5 million latest-generation ePMR drives, supporting up to 32TB UltraSMR capacities, and delivered a total of 215 exabytes to customers, marking a 22% year-over-year increase [4][5] Product Development and Market Position - The company is advancing areal density gains and accelerating its HAMR and ePMR roadmaps to meet rising demand for higher-density storage, driven by AI and cloud adoption [3] - WDC has secured firm purchase orders with its top seven customers through 2026, supported by multi-year agreements with three of the top five customers extending into 2027 and 2028 [5] Future Outlook - The guidance for fiscal third-quarter revenues is set at $3.2 billion, indicating approximately 40% year-over-year growth at the midpoint, reflecting sustained momentum [6] - However, WDC faces intense competition from Seagate Technology Holdings Plc and flash-based alternatives like Everpure, as the demand for AI-driven infrastructure continues to grow [6][11] Competitive Landscape - Seagate is also experiencing growth in high-capacity nearline drive demand, with its data center segment accounting for 79% of total revenues, reaching $2.2 billion, and a year-over-year growth of 28% [8] - Everpure's expanding hyperscaler business is becoming a significant driver of its growth strategy, capitalizing on the demand for high-performance, energy-efficient storage [10][12]

By Mackenzie Tatananni , George Glover , Joe Woelfel and Connor Smith Share Resize Reprints In this article MU WDC 9988 ACN NEM Traders work on the floor of the New York Stock Exchange. Photo by CHARLY TRIBALLEAU / AFP via Getty Images) Stocks fell Thursdayas strikes on energy infrastructure across the Middle East drove up oil pricesand Brent crudebriefly soared to nearly $120 a barrel. Skip to Main Content This copy is for your personal, non-commercial use only. Distribution and use of this material are go ...

3月19日，美股三大指数集体低开，截至发稿，纳指跌1.14%，道指跌0.64%，标普500指数跌0.8%。 | 名称 | 涨跌幅 - | 现价 | 涨跌 | | --- | --- | --- | --- | | 特斯拉(TESLA) | -2.63% | 382.450 | -10.330 | | 英伟达(NVIDIA) | -1.95% | 176.890 | -3.510 | | 亚马逊(AMAZON) | -1.43% | 206.870 | -3.000 | | 谷歌(ALPHABET)-C | -1.43% | 301.930 | -4.370 | | 脸书(META PLATFORI | -0.87% | 610.340 | -5.340 | | 微软(MICROSOFT) | -0.78% | 388.730 | -3.060 | | 苹果(APPLE) | -0.75% | 248.070 | -1.870 | 编辑 ｜ 钉钉 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 45930.69 | -294.46 | - ...

Analysts and technical indicators point to a convergence of bullish technical signals and structural fundamental catalysts for both SanDisk (NASDAQ: SNDK) and Western Digital (NASDAQ: WDC) heading into June 18, 2026, drawing attention from market observers. ...

Quick Read SanDisk (SNDK) surged 218% year-to-date with Q3 guidance of $4.4B-$4.8B revenue and non-GAAP EPS of $12.00-$14.00 (double Q2 results), while Western Digital (WDC) posted 77% year-to-date gains with 100% sold-out HDD capacity for 2026 and hyperscaler revenue comprising 89% of its business. Both stocks formed golden crosses from positions of strength rather than bottoms and carry analyst ratings heavily skewed toward Buy (SanDisk holds Zacks Rank #1 with price targets reaching $1,000). The AI ...

Market Overview - The U.S. stock market experienced significant volatility on March 18, 2026, influenced by inflation data and a Federal Reserve policy decision [1] - The Dow Jones Industrial Average faced challenges due to higher-than-expected wholesale inflation figures, while the broader market remained resilient, particularly in the AI sector [1][3] Major Index Performance - The Nasdaq Composite closed at 22,479.53, up 0.5% or 105.35 points, driven by enthusiasm for semiconductor companies and AI infrastructure [2] - The S&P 500 reached a record 6,716.09, increasing by 0.3%, with all 11 sectors contributing to the gains, especially Information Technology and Consumer Discretionary [2] Federal Reserve Policy - The Federal Open Market Committee decided to maintain the federal funds rate between 3.50% and 3.75%, a move anticipated by the market [4] - Fed Chairman Jerome Powell noted that while inflation has moderated, achieving the 2% target remains challenging [4] - The Producer Price Index (PPI) rose by 0.7% in February, exceeding the consensus estimate of 0.3%, indicating persistent inflation concerns [5] Corporate News and Stock Movements - The semiconductor sector was a key growth driver, with Nvidia shares rising following positive comments from CEO Jensen Huang about the AI Industrial Revolution [6] - Western Digital's stock surged by 9.6% due to high demand for storage solutions [6] - BMW announced a strategy to compete with Tesla in the premium electric vehicle market, while Meta Platforms introduced a program to incentivize content creators [7] - Disney's stock was active as Josh D'Amaro took leadership, focusing on theme park innovation and streaming profitability [7] - Qualcomm announced a $20 billion share buyback program, and Target's stock stabilized after guidance updates on its loyalty program [8] Upcoming Earnings - Micron is expected to report strong quarterly results driven by High Bandwidth Memory demand, with other companies like Tencent Holdings, Macy's, and General Mills also reporting after-hours [9][10]