美股异动 | 存储板块盘前走高 希捷科技(STX.US)涨逾8%

Core Viewpoint - The storage sector is experiencing a significant pre-market rise, driven by positive earnings forecasts from major companies like Seagate Technology, which expects third-quarter revenue to be substantially higher than Wall Street estimates [1] Group 1: Company Performance - Seagate Technology (STX.US) shares rose over 8% after management projected third-quarter revenue of $2.9 billion, with a fluctuation of $100 million, significantly above the analyst consensus of approximately $2.77 billion [1] - The company also anticipates an adjusted earnings per share (EPS) of about $3.40, with a fluctuation of $0.20, which also exceeds analysts' expectations [1] Group 2: Industry Trends - The construction of AI data centers is driving a surge in demand for High Bandwidth Memory (HBM) storage, leading to a shift in storage chip production from consumer electronics to more complex manufacturing processes for HBM [1] - The three-tier storage stack in AI data centers, consisting of hot layer NVMe SSDs, warm layer/nearline HDDs, and cold layer object and backup storage, is expanding at an exponential rate [1] - Long-standing supply constraints in the HDD industry, combined with a recovery in the NAND cycle and multi-year volume locks from cloud vendors, have increased order visibility for storage product giants [1]