存储板块盘前走高 希捷科技(STX.US)涨逾8%

Group 1 - The storage sector saw a pre-market rise, with Seagate Technology (STX.US) up over 8%, Western Digital (WDC.US) up over 6%, SanDisk (SNDK.US) up nearly 5%, and Micron Technology (MU.US) up over 3% [1] - Seagate's management expects Q3 revenue to be $2.9 billion, with a fluctuation of $100 million; this outlook significantly exceeds the Wall Street analysts' average estimate of approximately $2.77 billion [1] - The company anticipates an adjusted earnings per share (EPS) of about $3.40, with a fluctuation of $0.20, which also greatly surpasses analysts' expectations [1] Group 2 - The construction of AI data centers is driving a surge in demand for HBM storage, leading to a shift in storage chip production from consumer electronics to more complex manufacturing and testing processes for HBM [1] - The three-tier storage stack of AI data centers (hot layer NVMe SSD, warm layer/nearline HDD, cold layer object and backup) is experiencing exponential expansion simultaneously [1] - Long-standing supply constraints in the HDD industry, combined with a recovery in the NAND cycle and cloud vendors locking in multi-year contracts, have significantly increased order visibility for storage product giants [1]