"从元旦到春节前，正是客户备货的黄金旺季。"2026年伊始，深圳市海士通达科技有限公司的存储设备 出口订单接踵而来，公司销售经理林映虹的办公桌前，电脑屏幕交替切换着多种语言询盘界面，并同步 向团队发送着订单进度。 这样的忙碌景象，并非海士通达一家，广大外贸企业正以"开年即冲刺"的姿态抢抓旺季机遇。这场开年 冲刺，成为中国外贸韧性的生动注脚，将为全年外贸提质增效打下坚实基础。 订单增：新客询盘升温 "近年来公司叉车出口年均增长率保持在18%-20%，2025年出口叉车数量超1万台，所以，对新订单的签 订我们还是有信心的。"仇一波说。 "从目前排队的订单来看，仅按数量统计就有50万件左右。"林映虹对开年订单了如指掌，"老客户都清 楚我们春节要放假，元旦前就主动来敲定备货计划了。" 因此，这份默契转化成了实实在在的订单量。她解释，与合作多年的海外客户早已形成默契，每到年末 年初，客户都会第一时间咨询放假安排，就是为了避开假期供货断层，确保自身库存充足。 扩产能：生产设备换新升级 订单潮涌背后，是生产车间热火朝天的赶工景象。在深圳市海士通达科技有限公司车间里，工人们正争 分夺秒地投身于产品的生产、拼装与测试工作，每一 ...

Core Points - US stock markets opened higher, with the Dow Jones slightly down by 0.01% and the Nasdaq and S&P 500 showing slight gains [1] - Chinese concept stocks saw a rebound, with the Nasdaq Golden Dragon Index turning from decline to increase, and notable gains in companies like Lexin, Qifu Technology, and Xinyi Technology [3][4] - International oil prices experienced a short-term rise, with Brent and WTI crude oil both increasing by nearly 1% [5][6] - Gold prices fell below the $4020 mark, with Morgan Stanley predicting gold could reach $4500 per ounce by mid-2026 [6] - The cryptocurrency market saw most coins rise, with Bitcoin returning to the $110,000 mark, up by 2.81% [7][8] - Amazon's stock surged by 12.2%, adding approximately $274.2 billion to its market capitalization, driven by strong growth in its cloud services [9][11] - Amazon's Q3 revenue grew by 13% year-over-year to $180.2 billion, exceeding analyst expectations, with AWS sales up 20% to $33 billion [11] - Western Digital's stock rose nearly 8% following a strong earnings report, with Q1 revenue exceeding expectations at $2.82 billion, a 27.4% year-over-year increase [13][15] - Western Digital raised its revenue forecast for Q2 to approximately $2.9 billion, attributing strong performance to AI and cloud data demand [15]

Core Viewpoint - Traditional hardware companies have seen significant stock price increases in 2023, driven by massive investments in AI infrastructure from large tech firms, raising questions about whether this reflects genuine demand or a market bubble [1][3]. Group 1: Stock Performance - Seagate Technology's stock surged by 156%, making it the best-performing stock in the S&P 500, while Western Digital and Micron Technology saw increases of 137% and 93%, respectively [1][3]. - These companies, often overlooked, are now benefiting from the AI infrastructure investments that large tech companies are making, amounting to hundreds of billions annually [3][4]. Group 2: Market Sentiment - There is a divide on Wall Street regarding this trend; bulls see it as a sign of AI's broad impact on various sectors, while bears warn it may indicate a stock market bubble [3][6]. - Analysts have noted that the rapid price increases of these stocks exceed expectations, with Seagate trading over 20% above its average target price [6][7]. Group 3: Valuation and Investment Outlook - Despite the stock price surges, the valuations of Seagate, Western Digital, and Micron remain relatively reasonable, with price-to-earnings ratios around 10 times, compared to the S&P 500's expected ratio of 23 times [4][5]. - Benchmark Co. analyst Mark Miller raised Seagate's target price to $250, indicating a potential upside of over 13% from its recent closing price [5]. Group 4: Broader Market Trends - The AI boom is also positively impacting other traditional sectors, with companies like Vistra Corp and Broadcom seeing substantial stock price increases [8]. - Oracle's stock surged by 36% after a strong earnings report, highlighting the growing demand for cloud computing services [9].

Group 1 - The core viewpoint of the articles highlights that traditional hardware companies are experiencing significant stock price increases due to the AI infrastructure investment wave, raising questions about whether this is a genuine market trend or a bubble before a potential crash [1][2]. - Seagate Technology has surged by 156% this year, becoming the best-performing stock in the S&P 500, while Western Digital and Micron Technology have also seen substantial gains of 137% and 93%, respectively [1][2]. - Major tech companies are investing hundreds of billions of dollars annually in semiconductors, networking equipment, and data center power supplies to support AI workloads, benefiting traditional storage manufacturers [1][2]. Group 2 - Despite the stock price surges, the valuations of Seagate, Western Digital, and Micron remain relatively reasonable, with price-to-earnings ratios around 10 times, compared to the S&P 500's expected P/E ratio of 23 times [2]. - Benchmark Co. analyst Mark Miller raised Seagate's target price to $250, indicating a potential upside of over 13% from its recent closing price, citing strong product demand as a key factor [3]. - Concerns about a market bubble are growing, as the rapid stock price increases for these companies exceed analyst expectations, with Seagate trading over 20% above the average target price [4]. Group 3 - The AI hype is also driving stock price increases in other traditional sectors, such as Vistra Corp, which has risen by 53% this year, and Broadcom, which has reached a market capitalization of $1.6 trillion [4]. - Oracle has become the tenth largest company in the S&P 500 due to demand for cloud computing services, with a single-day stock price surge of 36% following its earnings report [5]. - There are warnings that the current AI excitement may be overhyped, similar to the internet bubble, with actual application developments expected to take longer than anticipated [5].