希捷科技(STX.US)涨逾2% 大摩预计未来12个月内HDD毛利率或将突破50%

Core Viewpoint - Seagate Technology (STX.US) shares rose over 2% to $293.27 following a report from Morgan Stanley, which reiterated an "overweight" rating and projected continued demand for mechanical hard drives until 2027 [1] Group 1: Company Insights - Morgan Stanley's U.S. Technology Hardware Equity Research team, led by Erik Woodring, held discussions with Seagate's CFO, Gianluca Romano, who indicated that the company expects its mechanical hard drive (HDD) sales gross margin to exceed 50% within the next 12 months [1]