智通财经APP获悉，周三，存储板块盘前走高，希捷科技(STX.US)涨逾8%，西部数据(WDC.US)涨逾 6%，SanDisk(SNDK.US)涨近5%，美光科技(MU.US)涨逾3%。 分析认为，AI数据中心建设进程如火如荼不仅带动HBM存储需求激增，导致存储芯片产能从消费电子 级全面迁移至制造、封测工艺复杂得多的HBM端，AI数据中心的三层存储栈(热层NVMe SSD、温层/近 线 HDD、冷层对象与备份)则同样都在同步指数级扩容，而HDD行业寡头长期以来的供给克制、NAND 周期回暖叠加云厂商多年期锁量，让存储产品巨头订单能见度跃升。 消息面上，希捷管理层预计第三财季营收为29.0亿美元，上下浮动1亿美元；根据LSEG汇编的数据，华 尔街分析师们平均预估约为27.7亿美元，希捷营收展望显著高于分析师一致预期。该公司预计第三财季 调整后每股收益(EPS)约为3.40美元，上下浮动20美分；同样大幅超过分析师们的预期。 ...

周三，存储板块盘前走高，希捷科技(STX.US)涨逾8%，西部数据(WDC.US)涨逾6%， SanDisk(SNDK.US)涨近5%，美光科技(MU.US)涨逾3%。 分析认为，AI数据中心建设进程如火如荼不仅带动HBM存储需求激增，导致存储芯片产能从消费电子 级全面迁移至制造、封测工艺复杂得多的HBM端，AI数据中心的三层存储栈(热层NVMe SSD、温层/近 线HDD、冷层对象与备份)则同样都在同步指数级扩容，而HDD行业寡头长期以来的供给克制、NAND 周期回暖叠加云厂商多年期锁量，让存储产品巨头订单能见度跃升。 消息面上，希捷管理层预计第三财季营收为29.0亿美元，上下浮动1亿美元；根据LSEG汇编的数据，华 尔街分析师们平均预估约为27.7亿美元，希捷营收展望显著高于分析师一致预期。该公司预计第三财季 调整后每股收益(EPS)约为3.40美元，上下浮动20美分；同样大幅超过分析师们的预期。 ...

此外，半导体板块走强， 英特尔、阿斯麦盘前涨逾4%，台积电涨逾2%，英伟达涨近2%。 编辑｜钉钉 1月28日，美股存储板块盘前大涨，希捷科技盘前涨近10%，西部数据涨超7%，闪迪涨近7%，美光科技 涨超4%。 | G | 希捷科技(SEAGATE) | | | | --- | --- | --- | --- | | STX.O | | | | | 371.760 = 735.4万 | 股本 2.18亿 市盈 46.3 | | 万得 | | 13.470 3.76% 换 3.44% 市值 794亿 市净 -1260 | | | 器口 | | 盘前 408.000 +36.240 +9.75% | 美东 07:13 √ | | | | 日K II ▼ 五日 | 中文 周K 月K | | | | 暨加 | 均价:410.861 | | | | 11 909 | 11.60% 卖一 408.580 | 7 | | | | 买一 406.500 | 28 | | | | 15:59 372.140 | 531 | | | | 15:59 372.251 | 100 | | | 371.760 | 0.00% 15:59 ...

1月28日，美股存储板块盘前大涨，希捷科技盘前涨近10%，西部数据涨超7%，闪迪涨近7%，美光科技涨超4%。 | | | 编 辑 ｜ 钉 钉 2 % 。 ...

每经记者｜郑雨航 每经编辑｜何小桃 高涵 ① 【三大期指涨跌互现】道指期货跌0.02%、标普500指数期货涨0.30%、纳指期货涨0.77%。 ② 【阿斯麦涨超5%】阿斯麦盘前涨超5%。消息面上，该公司2025Q4净销售额和全年营收均创新高。 ③ 【德州仪器涨超7%】德州仪器盘前涨超7%。消息面上，该公司2025Q4财报显示，虽然整体营收略低于市场预期，但是其数据中心相关营收大涨70%。 ④ 【存储股普涨，希捷科技涨超10%】存储股盘前普涨，希捷科技涨超10%，西部数据涨超8%，闪迪涨超5%，美光科技涨超4%。 ⑤ 【美联储2026年首份利率决议即将出炉】北京时间周四凌晨3点，美联储即将公布2026年的首份利率决议。 目前市场普遍预期，美联储将在本周政策会议上维持利率不变，此前该机构已在2025下半年连续三次降息。因此，所有目光预计都将集中在美联储官员们 发出的关于计划维稳利率多久的信号上。 记者|郑雨航 编辑|何小桃 高涵 杜恒峰 校对|许绍航 ⑥ 【金价突破5300美元，黄金股走强】金价突破5300美元，今年以来累涨超20%；黄金股盘前走强，金罗斯黄金、巴里克黄金、纽蒙特矿业涨超1%。消 息面上，当前美元 ...

Core Viewpoint - The stock of Puran Co., Ltd. has experienced a significant price fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days, indicating abnormal trading activity [1] Company Overview - Puran Co., Ltd. primarily engages in the design and sales of non-volatile memory chips and derivative chips based on storage chips [1] Financial Forecast - The company announced a preliminary earnings forecast for the year 2025, which is subject to further auditing and will be finalized in the official audited annual report to be disclosed on January 27, 2026 [1] Market Context - Within the storage industry, the market size for the company's main product, NOR Flash, is relatively small compared to other segments [1]

Core Viewpoint - The company, Purun Co., has experienced significant stock price fluctuations, with a cumulative increase of over 30% in closing prices over three consecutive trading days, indicating abnormal trading activity [1] Company Summary - Purun Co. primarily engages in the design and sales of non-volatile memory chips and derivative chips based on storage chips [1] - The company has released a preliminary earnings forecast for the year 2025, which is subject to further auditing and will be finalized in the official audited annual report [1] - The main product of the company, NOR Flash, has a relatively small market size compared to all sub-segments within the storage industry [1]

证券日报网讯 1月28日，朗科科技在互动平台回答投资者提问时表示，公司于2026年1月21日披露业绩 预告，预计2025年归属于上市公司股东的净利润为2100万元至3100万元，同比扭亏为盈。公司重视存储 行业历史性机遇，将持续聚焦存储主业，继续推进降本增效、优化销售策略等经营举措，不断提升盈利 能力，积极回报投资者。 （文章来源：证券日报） ...

Core Insights - The recent price increase chain has become a significant clue in the capital market, with notable stock price increases in sectors such as non-ferrous metals, oil, chemicals, building materials, and semiconductors [1][13]. Price Increase Trends - The richness of price increase clues this year is at a historically high level, with the proportion of price increases among 321 tracked subcategories being second only to the supply-side reform period in 2017 and the inflation surge in 2021 [2][15]. - Recent high-frequency price data indicates that the price increase chain is primarily concentrated in non-ferrous metals, oil, chemicals, and storage, showing deep transmission and linkage characteristics throughout the industrial chain [4][17]. Key Price Increase Drivers - Geopolitical risk and concerns over U.S. dollar credit are driving the price increases in non-ferrous metals, including silver and gold, which are transmitting costs to semiconductor manufacturing and testing sectors [4][17]. - Supply-side disturbances and tightening geopolitical situations are pushing oil prices up, leading to cost transmission throughout the entire industrial chain, affecting petrochemical raw materials and downstream products [7][17]. - Strong demand from AI is spreading the price increase wave, with major companies like Samsung and SK Hynix planning significant price hikes for memory used in iPhones, while domestic semiconductor companies are also raising prices due to rising costs [7][18]. Seasonal Outlook - The first quarter is typically a favorable time for price increases, and further clues for price hikes are expected to emerge as the spring construction season begins and policies are implemented after the March Two Sessions [6][22]. - Historical data suggests that the first quarter is a critical verification window for whether the Producer Price Index (PPI) can stabilize and rise [9][22].

本文为财富情报局原创 作者丨常译文 企业级AI存储解决方案提供商——北京星辰天合科技股份有限公司（下称"星辰天合"）于1月27日正式 向港交所递交上市申请，拟赴港上市，华泰金融控股（香港）有限公司担任整体协调人。 星辰天合成立于2015年5月，专注于为企业AI转型提供分布式存储解决方案。公司实际控制人包括董事 长胥昕及执行董事王豪等组成的单一最大股东集团，上市后预计仍将共同持有显著比例的投票权。 值得关注的是，星辰天合此次以"特专科技公司"身份申请上市，反映出其作为高研发投入型企业的阶段 性特征，暂未达到传统主板对申请人持续盈利的历史要求。 伴随人工智能在各行业加速落地，中国AI基础设施市场正迎来高速增长。灼识咨询报告指出，中国分 布式AI存储市场规模预计将从2024年的100亿元增长至2030年的631亿元，复合年增长率高达34.3%。 在此背景下，星辰天合近三年财务表现呈现积极态势。招股书显示，公司营收从2023年的1.668亿元微 增至2024年的1.725亿元，2025年前九个月则已实现1.949亿元，超越2024年全年总额。盈利能力同步提 升，毛利率从2023年的55.4%提升至2024年的63.7 ...