铠侠暴雷，希捷暴跌，“最火”的美国存储股全线重挫

Core Viewpoint - Kioxia's significant decline in adjusted net profit has triggered a chain reaction affecting the U.S. storage sector, raising concerns about the overall health of the storage industry [1][3]. Group 1: Kioxia's Performance - Kioxia reported a net profit of 41.7 billion yen (approximately $284 million), a drastic drop of over 60% year-on-year [3]. - The company is facing dual pressures from declining revenues and rising costs, leading to market concerns about the storage industry's outlook [3][6]. Group 2: Impact on U.S. Peers - Following Kioxia's announcement, shares of U.S. counterparts Seagate, Western Digital, and Micron experienced significant declines, with Seagate down 7.31%, Western Digital down 5.29%, and Micron down 3.25% [3]. - Despite these declines, the year-to-date performance of these stocks has been strong, with Western Digital's stock up 269%, leading the S&P 500 index [3]. Group 3: Market Sentiment and Future Outlook - Market sentiment suggests that Kioxia's poor performance may be an isolated incident due to its fixed-price supply agreement with Apple, which prevented it from benefiting from rising spot prices [6][8]. - The data and memory hardware industry is expected to see strong growth driven by AI and cloud computing investments, with significant demand anticipated through 2025 [7]. - Investors are tasked with determining whether Kioxia's results indicate a broader industry issue or if it is merely a unique case [7].