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 ...

Got to talk about software looking a little sick, but this is nothing new. We've been tracking the dichotomy between semiconductors and software for a while. Neither one had a particularly good day, but uh software came out way worse.And let's just take a look. This is our heat map of software today. Only Cisco in the green.This is not comprehensive, but you sort by performance. You can see, look, a lot of these names down 9 10%. So, this is kind of a big deal here.And then if we take a look at the year-to ...

Group 1 - The perception that HDDs are a seasonal and cyclical industry is outdated, with a current focus on supplying large-capacity HDDs to AI hyperscale cloud service providers, whose purchasing behavior is no longer influenced by seasonality or economic cycles [1] - By 2026, HDD production capacity has been fully booked, with contracts extending to 2027 and 2028, and discussions ongoing about potential extensions to 2028, 2029, and even inquiries for 2030 [1] - HDDs are the lowest-cost storage medium, and the AI boom has led to supply shortages, as AI servers consume significantly more storage than conventional servers, resulting in a surge in demand for nearline HDDs [1] Group 2 - The core advantages of HDDs include low unit storage costs, total cost of ownership (TCO), and physical storage performance, with a current price difference of 4-6 times compared to SSDs, making them a cost-effective choice for cloud computing vendors [2] - Future HDD applications will focus on large-scale data lakes and cold data archiving, with a projected market growth rate of approximately 15% over the next three years [2] - The HDD industry supply chain includes upstream components such as disks, heads, and controllers, with HDD manufacturing in the midstream and applications primarily in AI data lakes and cold data archiving in the downstream [2]

周二美股成交额第1名英伟达收跌2.84%，成交363.81亿美元。至此英伟达已连续第三个交易日下跌。 昨日有报道称英伟达计划向OpenAI投入1000亿美元的计划已陷入停滞，因公司内部对OpenAI的商业模 式和长期竞争态势产生严重疑虑。 不过英伟达CEO黄仁勋周二表示，公司对OpenAI的投资计划仍"按部就班推进"。 "此事完全不存在争议，相关说法纯属无稽之谈，" 黄仁勋称，"我们十分乐意与OpenAI合作。"黄仁勋 同时表示，英伟达将参与OpenAI的下一轮融资。他称这轮融资将成为"历史上规模最大的私人融资"。 他还补充道，英伟达会考虑参与OpenAI未来的所有融资轮次，并希望参与OpenAI最终的首次公开募 股。 第2名微软收跌2.87%，成交247.46亿美元。至此该股已经连续四个交易日下跌，今年迄今已下跌约 15%。该公司近日公布了第四季度财报，这家科技巨头在营收和盈利两方面均超出市场预期，然而财报 发布后其股价大幅下跌。 第3名特斯拉收高0.04%，成交236.97亿美元。据央视新闻消息，当地时间2月3日，法国巴黎检察院表 示，当天已对美国企业家马斯克旗下社交媒体平台X位于法国的办公场所展开搜查。 ...

Core Insights - Western Digital has introduced a new customer-centric storage roadmap aimed at reinventing hard drives to meet AI needs, solidifying its role as a strategic partner in the AI-driven data economy [1] Company Developments - The announcements made during Innovation Day 2026 highlight a fundamental business transformation at Western Digital, enabling the development of a new generation of storage technologies [1] - The new storage technologies focus on scalable capacity and breakthrough performance optimizations, which are essential for supporting AI applications [1]