每经AI快讯，周二，存储概念持续走强，西部数据(WDC.US)涨超8%，闪迪(SNDK.US)涨超5%，希捷 科技(STX.US)涨超4%，均再创历史新高。 ...

瑞银分析师预计，全球存储行业出现"有意义的供给缓解"最早也要到2028年前后。在此之前，AI数据中 心建设所带来的结构性需求，将持续强化Memory产业链的景气度与议价能力。短期来看，瑞银建议聚 焦两大几近垄断的HDD厂商——希捷与西部数据。分析师认为，可将两家公司共同视为"存储景气度周 期型的短期交易主题"，受益于行业高度集中、供给受控以及需求阶段性回暖带来的价格与利润弹性。 智通财经APP获悉，周二，存储概念持续走强，西部数据(WDC.US)涨超8%，闪迪(SNDK.US)涨超5%， 希捷科技(STX.US)涨超4%，均再创历史新高。消息面上，西部数据表示，由于人工智能服务器对其内 存芯片的需求激增，其董事会已批准追加40亿美元用于股票回购。 ...

Group 1 - The storage sector continues to strengthen, with Western Digital (WDC.US) rising over 8%, SanDisk (SNDK.US) increasing over 5%, and Seagate Technology (STX.US) gaining over 4%, all reaching new historical highs [1] - Western Digital announced a $4 billion stock buyback plan due to a surge in demand for its memory chips driven by artificial intelligence servers [1] - UBS analysts predict that a "meaningful supply relief" in the global storage industry will not occur until around 2028, with structural demand from AI data center construction continuing to enhance the memory industry's prosperity and pricing power [1] Group 2 - In the short term, UBS recommends focusing on the two nearly monopolistic HDD manufacturers, Seagate and Western Digital [1] - Analysts view these two companies as a "short-term trading theme" for the storage industry's cyclical prosperity, benefiting from high industry concentration, controlled supply, and a phase of demand recovery leading to price and profit elasticity [1]

西部数据(WDC.US)大涨近9%，最高触及294.24美元，创下历史新高。 此外，西部数据首席财务官Kris Sennesael表示，西数2026年的产能都已被预订一空，还有两笔合约延续 到2027年、一笔合约延续至2028年。公司也跟其他客户持续沟通合约是否有可能延长至2028年或2029 年，甚至有客户开始询问2030年。(格隆汇) 消息面上，西部数据宣布董事会已授权额外40亿美元用于股份回购。公司首席执行官Irving Tan表示， 扩大的回购授权展示了公司对未来的信心以及对股东价值的承诺。 ...

每经AI快讯，2月3日，美股三大指数开盘涨跌不一，纳指涨0.34%，道指跌0.05%，标普500指数涨 0.15%。存储概念持续走强，西部数据涨超4%，闪迪涨超5%。Palantir大涨超11%，公司Q4业绩大超预 期。PayPal大跌超18%，公司Q4业绩不及预期。 ...

Welcome Innovation Day February 3, 2026 © 20 26 W ESTE RN DIGITAL C ORPOR ATION OR ITS A F FIL IA TES. AL L R IGH TS RES ERV ED . Innovation Day Ambrish Srivastava © 20 26 W ESTE RN DIGITAL C ORPOR ATION OR ITS A F FIL IA TES. AL L R IGH TS RES ERV ED . Disclaimers FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of federal securities laws, including statements regarding expectations for: the company's business outlook and financial performance for the fisc ...

Core Viewpoint - The shift in investor focus from software to hardware, particularly in the semiconductor and memory storage sectors, is driven by the increasing demand for storage solutions amid the AI revolution and technological advancements [1][2]. Semiconductor Industry - The iShares Semiconductor ETF (NASDAQ:SOXX) has increased by approximately 13% year to date, indicating a strong performance in the semiconductor sector [1]. - Memory and storage stocks are identified as the key beneficiaries of the anticipated semiconductor surge in 2026, with storage being highlighted as a critical bottleneck in the AI boom [1][3]. Memory Storage Market - The memory storage market is experiencing unprecedented growth, with companies like Sandisk (NASDAQ:SNDK) and Western Digital (NASDAQ:WDC) reporting significant gains of 1,747% and 455% respectively over the past year [3]. - The demand for commoditized storage hardware has surged, becoming essential for AI advancements, and it remains uncertain when the market will stabilize [3][4]. Investment Outlook - Analysts, including JPMorgan, are optimistic about the future of storage companies, raising price targets for Western Digital to $320.00 per share, suggesting that it is still a favorable time to invest in these companies [5][6]. - Despite high valuations, with Western Digital trading at 25.5 times trailing price-to-earnings (P/E), the shares are not considered overvalued, indicating potential for continued investment [6]. - The ongoing demand for storage solutions is expected to persist, especially as AI technologies evolve and require more robust data handling capabilities [7].

Western Digital said on Tuesday its board has approved $4 billion more for share repurchases, as demand for its memory chips used in artificial intelligence servers surges. ...

Core Insights - Western Digital Corporation (NASDAQ:WDC) has been highlighted as a stock of interest by Jim Cramer, particularly due to an upcoming analyst meeting and recent strong earnings, despite the stock price decline [1] - The company, known for its data storage solutions, is facing challenges as it has not anticipated the demand from its clients, particularly in the data center sector [1][3] Company Overview - Western Digital designs and supplies a range of data storage solutions, including internal and external hard drives, portable drives, data center platforms, NAS systems, and related accessories [3] Market Position - Despite being a strong performer historically, Western Digital is currently perceived as part of the problem for its customers rather than a solution, indicating potential issues in meeting market demands [1]

智通财经APP获悉，全球最大规模存储芯片巨头三星电子与SK海力士两大权重股所主导的韩国股市基准股指——Kospi韩国综合指数在经 历周一暴跌超5%之后，今日大举反弹近7%，以及经历上周五大幅下跌的美国存储产品领军者西部数据(WDC.US)与希捷(STX.US)股价携 手大举反弹——尤其是西部数据周一涨幅一度超10%完全覆盖上周五暴跌区间，可谓全面凸显出存储巨头们股价跟随贵金属单日暴跌乃 市场"错杀行为"。从周二亚太市场存储芯片/存储产品板块全线大反弹趋势来看，全球资金对于存储领域的看涨情绪仍然堪称狂热。 在HDD霸主西部数据公司公布强劲业绩与未来展望之后，国际大行瑞银(UBS)近日发布的研报显示，经营执行与行业景气度都在"超预期 兑现"，HDD(尤其是数据中心大容量近线 Nearline HDD)仍处于供应偏紧、且需求强劲的上行周期，但估值与市场情绪已把"好消息"定价 得非常彻底，且HDD两大寡头——希捷与西部数据的长期价格/估值均无法避免周期性均值回归属性。对于想博取基于存储领域的超额投 资收益的投资者们，瑞银暗示应更关注那些纯粹的存储芯片巨头，比如三大存储芯片原厂——三星、SK海力士以及美光科技。 因此瑞 ...