兄弟姐妹们啊，今晚请暂时忘掉旧时代的资产黄金白银，现在AI时代，真正的"黄金"是内存，是存储！今晚的美股，存储芯片板块，涨疯 了。 存储概念暴涨 2月2日晚间，美股摆脱了金银暴跌的影响，低开高走。道指涨约400点，纳指涨约0.4%，标普指数涨约0.4%。 美股最大的亮点之一，就是存储概念板块暴涨，延续自1月以来的涨势。闪迪公司涨幅扩大至143%，希捷科技、美光科技、西部数据均上 涨超过4%。 Lombard Odier Asset Management的Florian Ielpo认为，这份报告暗示美联储利率可能会在较长时间内维持稳定，因为央行已成功带动制造业 重新活跃起来。 他表示："这一变化从根本上利好企业盈利，不仅支持美国股市，也会带动那些对美国增长动能有敞口的全球股市。短期来看，这进一步 强化了'金发姑娘'叙事——增长稳健、通胀受控。" | 了 筛选 | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | | 闪迪 | 659.22 | +14.40% | | us SNDK | | | | 希捷科技 | 425.84 | +4.45% | | US STX | | | | 美光 ...

芯片制造商股价上涨，延续自1月以来的涨势。希捷科技公司股价上涨5%，闪迪公司涨幅扩大至 13.6%。美光科技上涨4.4%，西部数据上涨4.8%。 本文源自：金融界AI电报 ...

TrendForce集邦咨询指出，由于2025年第四季PC整机出货优于预期，目前PC DRAM仍普遍缺货，即便 是确定取得原厂供给的tier-1 PC OEM业者，DRAM库存水平仍有下滑。在卖方市场格局抬升合约价商 谈行情的背景下，预计2026年第一季PC DRAM价格将季增100%以上，涨幅达历史新高。 智通财经APP获悉，周一，存储板块走强，闪迪(SNDK.US)涨超7%，希捷科技(STX.US)涨超5%，西部 数据(WDC.US)涨超4%，美光科技(MU.US)涨超2%。消息面上，根据TrendForce集邦咨询最新存储器产 业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减， TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体 Conventional DRAM合约价将从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从 季增33-38%上调至55-60%，并且不排除仍有进一步上修空间。 ...

TrendForce集邦咨询指出，由于2025年第四季PC整机出货优于预期，目前PC DRAM仍普遍缺货，即便 是确定取得原厂供给的tier-1PC OEM业者，DRAM库存水平仍有下滑。在卖方市场格局抬升合约价商谈 行情的背景下，预计2026年第一季PC DRAM价格将季增100%以上，涨幅达历史新高。 周一，存储板块走强，闪迪(SNDK.US)涨超7%，希捷科技(STX.US)涨超5%，西部数据(WDC.US)涨超 4%，美光科技(MU.US)涨超2%。消息面上，根据TrendForce集邦咨询最新存储器产业调查，2026年第 一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减，TrendForce集邦咨询据 此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体Conventional DRAM合约价将 从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从季增33-38%上调至55-60%，并 且不排除仍有进一步上修空间。 ...

西部数据 20260130 摘要 西部数据 2026 财年第二季度营收达 30 亿美元，同比增长 25%，每股 收益 2.13 美元，均超预期上限，主要得益于近线硬盘的强劲需求，云 业务营收占比高达 89%，同比增长 28%。 公司预计 2026 财年第三季度营收 32 亿美元（上下浮动 1 亿美元）， 同比增长约 40%，毛利率预计在 47%-48%之间，摊薄后每股收益预计 为 2.30 美元（上下浮动 0.15 美元）。 西部数据通过与超大规模客户合作，规模化交付高容量硬盘，上季度出 货超过 350 万台最新一代 EPMR 产品，并启动 Hammer 及下一代 EPMR 产品认证，以提升总拥有成本优势。 公司持续推动客户转向更高容量硬盘，上季度每 TB 成本同比下降约 10%，近线存储产品组合中 Ultra SMR 占比已超过 50%，且持续提升， 显著提升毛利率。 西部数据已与多家客户签订长期协议（LTA），最长至 2028 年，涵盖 采购量、执行条款和价格，反映客户对其价值的认可和结构性转变，尤 其是在降低总体拥有成本方面。 Q&A 西部数据如何看待未来几个季度每 TB 成本曲线的下降趋势及毛利率的可 ...

Summary of Key Points from the Conference Call Transcript Industry Overview - The focus is on the **semiconductor industry**, particularly in relation to **datacenter capital expenditures** driven by AI infrastructure spending, as highlighted by earnings calls from **Meta** and **Microsoft** [1][1]. Core Insights 1. **Persistent Supply Constraints**: - Both Microsoft and Meta reported that demand continues to exceed supply, with Meta expecting to remain supply constrained through **2026**. This situation is anticipated to support strong investments in datacenters, servers, and network infrastructure through **2026** and into **2027** [1][1]. 2. **Capex Trends**: - Microsoft increased its capital expenditures (capex) for Q4 to **$37.5 billion**, exceeding consensus expectations of **$36.3 billion**. Meta's capex was reported at **$22.137 billion**, slightly above the consensus of **$22 billion**. - Meta also guided its **2026** capex to **$125 billion**, representing a **73%** increase year-over-year, compared to a consensus expectation of **57%** [1][1]. 3. **Custom Silicon and ASIC Development**: - Both companies are focusing on custom ASIC chip development alongside procuring more GPU supply from companies like **AMD** and **Nvidia**. Meta's MTIA program is expanding, with plans to support core ranking and recommendation training workloads in **Q1 2026**. Broadcom is identified as Meta's ASIC chip design partner, with expectations of Meta becoming a multi-billion dollar customer by **2026** [1][1]. 4. **Rising Compute Intensity**: - Compute intensity is increasing as models grow larger and more complex. Meta reported doubling the number of GPUs used for training its generative ads recommendation model and is scaling to larger clusters for training their GEM models in **2026**. The commentary on cloud capex emphasizes ongoing strong spending on AI infrastructure, networking, custom chip (ASIC), and GPU programs for compute and storage acceleration [1][1]. Additional Insights - Companies that are leveraged to AI/datacenter spending include **Broadcom (AVGO)**, **Marvell Technology (MRVL)**, **NVIDIA (NVDA)**, **Astera Labs (ALAB)**, **Micron Technology (MU)**, **Western Digital (WDC)**, **MACOM (MTSI)**, and **AMD** [1][1]. This summary encapsulates the critical points discussed in the conference call, focusing on the semiconductor industry's current trends and future outlook driven by AI infrastructure investments.

Core Insights - Western Digital has seen significant institutional investment, with 92.51% of its stock owned by institutional investors, indicating strong confidence in the company [1] - Analysts have raised their price targets for Western Digital, with estimates ranging from $163.00 to $335.00, reflecting a positive outlook on the stock [2] - The company reported strong quarterly earnings, with an EPS of $2.13, exceeding expectations, and a revenue of $3.02 billion, which is a 25.2% increase year-over-year [5][7] Institutional Investment - SYM FINANCIAL Corp acquired a new position valued at approximately $225,000 in the second quarter [1] - Nordea Investment Management AB increased its stake by 9.6%, now holding shares worth $1,938,000 after purchasing an additional 2,656 shares [1] - Resona Asset Management Co. Ltd. boosted its stake by 7.1%, owning shares valued at $7,594,000 after buying 7,913 additional shares [1] Analyst Ratings - Benchmark raised its price target from $115.00 to $163.00, maintaining a "buy" rating [2] - Wells Fargo set a target price of $335.00 with an "overweight" rating [2] - The consensus rating for Western Digital is "Moderate Buy" with an average target price of $244.95 [2] Insider Activity - CEO Irving Tan sold 20,000 shares at an average price of $150.69, totaling $3,013,800, reducing his ownership by 3.01% [3] - Insider Cynthia L. Tregillis sold 447 shares at an average price of $229.00, valued at $102,363, representing a 0.31% decrease in her position [3] - Over the last 90 days, insiders sold 26,816 shares valued at $4,116,148, with insiders owning 0.18% of the stock [3] Company Performance - Western Digital's stock opened at $250.23, with a market capitalization of $85.55 billion and a P/E ratio of 25.10 [4] - The company has a one-year low of $28.83 and a high of $285.42, indicating significant volatility [4] - Financial ratios include a debt-to-equity ratio of 0.42, a current ratio of 1.21, and a quick ratio of 0.94 [4] Earnings Report - The latest quarterly earnings report showed an EPS of $2.13, surpassing the consensus estimate of $1.93 by $0.20 [5] - Revenue for the quarter was $3.02 billion, exceeding expectations of $2.93 billion [5] - The return on equity was reported at 44.67% with a net margin of 35.52% [5] Dividend Announcement - Western Digital announced a quarterly dividend of $0.125 per share, with an annualized yield of 0.2% [8] - The ex-dividend date is set for March 5th, with a payout ratio of 5.02% [8]

'All Boats Are Rising' in Data and Memory, Says Western Digital's CFO - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# 'All Boats Are Rising' in Data and Memory, Says Western Digital's CFO. Just Look at the Stocks.By [Nate Wolf]ShareResize-- ...

Core Viewpoint - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or similar derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect the views of any affiliated organization [4].

Core Insights - José Muñoz, the first non-Korean leader of the automaker, aims to accelerate the establishment of factories in the U.S. [1] Company Strategy - The company is focusing on expanding its manufacturing footprint in the U.S. to enhance production capabilities [1]