美股异动 | 希捷科技(STX.US)涨逾2% 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 reaffirming an "overweight" rating, predicting continued strong demand for hard disk drives (HDD) until 2027 [1] Group 1: Company Insights - Morgan Stanley's U.S. Technology Hardware Equity Research Head, Erik Woodring, led a team that met with Seagate's CFO, Gianluca Romano, who indicated that the company expects HDD sales gross margins to exceed 50% in the next 12 months [1]