每经AI快讯，10月2日，美股存储概念股走高，西部数据涨4%，SanDisk涨超7%，希捷科技涨近2%。 ...

（文章来源：每日经济新闻） 每经AI快讯，美股量子计算、存储概念股盘前走高，LAES、IONQ、RGTI涨超3%；西部数据涨超 4%，SanDisk Corp涨近3%，希捷科技涨近2%。 ...

Core Viewpoint - The third quarter's stock performance reveals significant winners and losers, with a focus on the implications of the government shutdown being less impactful on stock performance than initially thought [2][4]. Group 1: Third Quarter Winners - Apploven emerged as the best-performing S&P 500 stock, rallying 105% in the third quarter, driven by its mobile technology services for app developers [5][6]. - Western Digital and Seagate Technologies also performed well, with Western Digital up nearly 88% and Seagate up almost 64%, benefiting from the market's demand for data storage solutions [7][8]. - Warner Brothers Discovery saw a resurgence with a 70% increase, attributed to an improved balance sheet and potential takeover discussions [9][10]. - Corning, known for its glass products, rallied 56% due to its fiber optic glass technology, which is crucial for data centers [12][13]. - Teradyne, a semiconductor test equipment manufacturer, increased by 53% for the quarter, showcasing its strong market position [14]. - Robinhood, appealing to younger investors, rose 53% as it integrated cryptocurrency into its offerings [17][18]. - Intel's stock appreciated nearly 50% under new leadership, focusing on balance sheet improvements and strategic partnerships [19]. - Invesco, a money management firm, saw a 45% increase, reflecting the overall positive market conditions [20][21]. Group 2: Third Quarter Losers - Chipotle was identified as a potential comeback candidate despite a 30% decline, as the company has a history of recovery after management adjustments [22]. - Other notable losers included managed care, cable, used cars, and Invisalign braces, which are viewed as less likely to rebound in the near term [23]. Group 3: Market Outlook - The overall sentiment suggests that the winners from the third quarter are likely to continue performing well through the end of the year, although the most significant gains may have already been realized [24].

Market Overview - The current market sentiment is influenced by the recent government shutdown, but its impact on stock performance may be limited [1] - Historical trends suggest that stocks that performed well in the third quarter are often favored by money managers in the fourth quarter [2] Top Performers - The standout performer in the S&P 500 for the third quarter is Apploven, a mobile technology company that supports app developers in monetizing through advertising, with a remarkable stock rally of 105% [4] - Western Digital and Seagate Technology also showed strong performance, with Western Digital up nearly 88% and Seagate up almost 64% in the same quarter, driven by the demand for data storage solutions [6] Industry Insights - The pharmaceutical sector experienced a rare rally, attributed to government pressure on drug prices, which did not significantly harm earnings [3] - The data storage market is highlighted as a key area of interest, with companies like Western Digital and Seagate being recognized for their strong technology and market presence [6][7]

The world is in the midst of a technological investment boom unlike any before it. Global spending on AI-driven infrastructure is set to skyrocket to $6.7 trillion by 2030, with nearly $3.1 trillion earmarked specifically for advanced chips and data center technology powering artificial intelligence (AI). This staggering allocation has ignited unprecedented demand for high-capacity data storage solutions, rapidly increasing the stakes for providers at the center of this transformation. Riding this is the ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1][3]. Company Overview: Western Digital (WDC) - Western Digital currently holds a Momentum Style Score of A, indicating strong momentum potential [3]. - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4]. Price Performance - Over the past week, WDC shares increased by 0.23%, while the Zacks Computer-Storage Devices industry remained flat [6]. - In a longer timeframe, WDC's monthly price change is 46.58%, significantly outperforming the industry's 17.56% [6]. - Over the past quarter, WDC shares have risen by 87.54%, and by 79.84% over the last year, compared to the S&P 500's increases of 8.12% and 17.38%, respectively [7]. Trading Volume - WDC's average 20-day trading volume is 10,136,187 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the past two months, two earnings estimates for WDC have been revised upwards, with the consensus estimate increasing from $6.50 to $6.62 [10]. - For the next fiscal year, one estimate has moved upwards, with no downward revisions noted [10]. Conclusion - Considering the strong momentum indicators and positive earnings outlook, WDC is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling investment option [12].

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Core Viewpoint - Western Digital (WDC) has experienced significant stock price appreciation, with a 46.6% increase over the past month and a 101.3% rise since the beginning of the year, outperforming both the Zacks Computer and Technology sector and the Zacks Computer-Storage Devices industry [1][3]. Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $1.66 against a consensus estimate of $1.48 in its last earnings report [2]. - For the current fiscal year, Western Digital is projected to achieve earnings of $6.62 per share on revenues of $10.92 billion, reflecting a 34.28% increase in EPS but a 17.76% decline in revenues. The next fiscal year is expected to see earnings of $7.34 per share on $11.28 billion in revenues, indicating year-over-year changes of 10.91% and 3.32%, respectively [3]. Valuation Metrics - The stock currently trades at 18.1 times the current fiscal year EPS estimates, aligning with the peer industry average. On a trailing cash flow basis, it also trades at 19.8 times, matching the peer group's average. The PEG ratio stands at 0.93, suggesting that the company is not among the top value stocks [7]. - Western Digital has a Value Score of C, a Growth Score of B, and a Momentum Score of A, resulting in a combined VGM Score of A [6]. Zacks Rank - The stock holds a Zacks Rank of 1 (Strong Buy), driven by rising earnings estimates, which is a critical factor for investors [8]. - Given the Zacks Rank and Style Scores, Western Digital appears to have potential for further stock price appreciation in the near term [9].

格隆汇10月1日｜据市场消息，西部数据计划未来五年在日本投资10亿美元。 ...

Company Performance - Western Digital (WDC) closed at $120.06, with a gain of +2.84% from the previous trading session, outperforming the S&P 500's daily gain of 0.41% [1] - Prior to the latest trading day, WDC shares had increased by 45.31%, significantly surpassing the Computer and Technology sector's gain of 7.63% and the S&P 500's gain of 3.15% [1] Financial Projections - The upcoming EPS for Western Digital is projected at $1.57, indicating an 11.80% decline compared to the same quarter of the previous year [2] - Revenue is expected to be $2.7 billion, reflecting a 34.03% decrease compared to the corresponding quarter of the prior year [2] - For the entire fiscal year, earnings are projected at $6.53 per share, representing a +32.45% change, while revenue is estimated at $10.92 billion, indicating a -17.76% change from the prior year [3] Analyst Estimates and Rankings - Recent modifications to analyst estimates for Western Digital are crucial as they reflect changing business trends, with positive revisions indicating analyst optimism [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Western Digital as 3 (Hold) [6] Valuation Metrics - Western Digital has a Forward P/E ratio of 17.87, which aligns with the industry average [7] - The company has a PEG ratio of 0.92, significantly lower than the Computer-Storage Devices industry's average PEG ratio of 2.08 [7] Industry Context - The Computer-Storage Devices industry ranks in the bottom 21% of all industries, with a Zacks Industry Rank of 196 [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]