高盛：美洲技术：半导体反映近线 HDD 优势和 NAND 弱点，预计 3Q24 EPS；对 WDCSTX 保持中性
高盛证券·2024-10-10 13:39
8 October 2024 | 11:19PM EDT _ Americas Technology: Semiconductors Reflecting Nearline HDD Strength and NAND Weakness Ahead of 3Q24 EPS; Maintain Neutral on WDC/STX We raise estimates for Seagate and lower estimates for Western Digital (WD) ahead of CY3Q24 earnings, as we reflect sustained strength in Nearline HDD demand (i.e. EBs and pricing), more than offset by weakness in NAND pricing in the case of WD. Accordingly, we increase our STX 12-month price target to $110 (up from $107 prior), while we lower o ...