格隆汇2月5日｜美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热 门科技股普遍下跌，AMD跌超17%，创2017年以来最差单日表现，英伟达、特斯拉、博通、Meta跌超 3%，谷歌、亚马逊跌超2%，苹果涨超2%。半导体设备与材料、存储概念股、加密矿企跌幅居前，闪迪 跌近16%，美光科技跌超9%，西部数据跌超7%，应用材料、Coinbase跌超6%，阿斯麦跌超3%。减肥药 概念股、住宅地产涨幅居前，礼来涨超10%，安进涨超8%，辉瑞涨近4%。 ...

每经AI快讯，美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热门 科技股普遍下跌，AMD跌超17%，英伟达、特斯拉、博通、Meta跌超3%，谷歌、亚马逊跌超2%，苹果 涨超2%。半导体设备与材料、存储概念股、加密矿企跌幅居前，闪迪跌近16%，美光科技跌超9%，西 部数据跌超7%，应用材料、Coinbase跌超6%，阿斯麦跌超3%。减肥药概念股、住宅地产涨幅居前，礼 来涨超10%，安进涨超8%，辉瑞涨近4%。 ...

Group 1 - Western Digital Corporation (NASDAQ:WDC) is recognized as a significant player in the S&P 500, with a notable increase in stock value, highlighted by Jim Cramer [1] - The company has experienced a 45% increase in stock price, attributed to strong demand in the data storage sector, particularly driven by artificial intelligence [1] - Western Digital designs and supplies a variety of data storage solutions, including internal and external hard drives, portable drives, and data center platforms [2] Group 2 - The overall memory and data storage sector has seen substantial growth, with companies like Seagate and Micron also reporting significant stock price increases of 48% and 45% respectively [1] - There is a recognition that while Western Digital has potential, other AI stocks may offer greater upside potential with less downside risk [3]

Core Viewpoint - Western Digital (WDC) is positioned as a strong investment opportunity for growth investors due to its $4 billion share buyback program, impressive fiscal second-quarter results, rapid expansion, strong leverage to the AI revolution, and relatively low valuation [1] Company Overview - Western Digital is one of the largest manufacturers of hard disk drives (HDDs) in the U.S., benefiting from strong demand for HDDs in data centers amid the AI boom, as well as in PCs and consumer electronic products [2] Financial Performance - The company reported a 25% year-over-year increase in revenue to $3 billion for the last quarter, with operating income soaring 62% year-over-year to $908 million, and a diluted net income per share increase of 272% to $4.73 from $1.27 [3] - The market capitalization of WDC is $98.4 billion, with a trailing price-earnings ratio of 42 times, and Barchart Technical Opinion rates the shares as a Strong Buy [3] AI Boom Impact - The demand for data storage is increasing significantly due to the growing number of companies and government agencies compiling large amounts of data for AI applications, which has led to challenges in meeting demand for WDC's offerings [4][5] - Morgan Stanley anticipates that WDC will continue to benefit from the AI boom, raising its price target from $306 to $369 while maintaining an "Overweight" rating on the shares [6] Product Innovation - WDC has recently released two new HDDs that are expected to attract data centers, with one providing double the bandwidth of traditional HDDs and the other offering both double the bandwidth and double the I/O of standard HDDs [7]

Western Digital (WDC) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this maker of hard drives for businesses and personal computers is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlati ...

格隆汇2月4日｜瑞穗银行：将超微电脑(SMCI.US)目标股价从31美元上调至33美元；将西部数据 (WDC.US)目标价从325美元上调至340美元。 ...

On capacity, Shihab highlighted rapid ramps of high-capacity drives and said the company’s HAMR drives are already “in our customers’ hands” for qualification. He said WD announced one customer qualifying HAMR drives the prior week and stated at the event that WD now has a second customer qualifying HAMR.Shihab framed WD’s product strategy around what he said customers consistently request: capacity at scale, reliability, cost efficiency, smooth technology transitions without software disruption, better per ...

全球芯片测试龙头泰瑞达披露2025财年第四季度业绩，营收同比增长43.9%达到10.8亿美元，调整后营 业利润为3.14亿美元，均超出市场预期。Counterpoint数据显示，2026年第一季度NAND闪存价格预计环 比上涨超40%，全球存储巨头西部数据表示2026年产能已被预订一空，部分合约延续至2028年，甚至有 客户询问2030年供应情况。 当前半导体设备题材受到关注，核心源于AI技术驱动下产业链需求扩容。AI芯片复杂度提升拉长单颗 芯片测试时长，测试产业链需求增速快于AI芯片出货量；AI同时推动全球存储行业进入超级周期，供 需错配推高产品价格，国内外存储厂商扩产计划落地，带动上游半导体设备需求同步增长，本土设备企 业的国产替代进程也为行业带来新增成长空间。 半导体测试设备行业：AI芯片技术迭代推动芯片功能复杂度持续提升，单颗芯片测试环节增多、时长 延长，带动测试设备需求扩容。全球存储芯片行业景气度上行，存储芯片测试需求同步增长，推动行业 企业订单规模扩大，业务覆盖范围向更多细分测试场景延伸。 半导体存储设备行业：AI技术从云端与端侧双向拉动存储需求，全球存储市场规模稳步增长，存储厂 商扩产计划陆续落 ...

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硬盘大厂威腾电子（WesternDigital）财务长 Kris Sennesael传达核心讯息：。 Barron`s 报导，Sennesael接受专访时指出："过去 3 年、5 年或 10 年，你学到的关于硬盘（HDD）、储存及 威腾电子的知识，都可以删除并丢到垃圾桶了。 " 威腾目前重点是为 AI 超大规模云端服务商供应超大容量硬盘 —— 这些客 硬盘大厂威腾电子（WesternDigital）财务长 Kris Sennesael传达核心讯息：。 " 威腾目前重点是为 AI 超大规模云端服务商供应超大容量硬盘 —— 这些客户使用时产生越来越多数据，。 Sennesael称："产业如今迎来飞轮效应，数据使用量增加，带动更多数据创造量，进而导致更多数据需要储存起 来。 " 由于威腾客户只剩少数超大规模企业，公司也改变商业模式，优先考虑协作与长期采购协议：；甚至有客户 开始询问 2030 年的供应，"他们希望确定未来多年的供应无虞"。 股价表现： 威腾电子、硬盘制造商希捷科技 2 日股价分别大涨 7.99%、6.2%；年初至今已分别大涨 56.86%、57.21%。 电脑储存设备服务商 Sandisk、记忆体大 ...