智通财经APP获悉，周二，希捷科技(STX.US)涨逾2%，截至发稿，报293.27美元。消息面上，在周一 发布的最新报告中，摩根士丹利重申了对全球机械硬盘巨头希捷科技的"增持"评级，并预期机械硬盘产 品到2027年仍将供不应求。 大摩的美国科技硬件股票研究主管Erik Woodring带领的团队在报告中写道，在与希捷CFO詹卢卡·罗马 诺的会谈中，对方表示，公司预计未来12个月内其机械硬盘(HDD)产品的销售毛利率将超过50%。 ...

Core Insights - The demand for real-time access and high-speed processing of massive data is rapidly increasing due to AI inference applications [1] - The HDD market is facing a significant supply gap, prompting NAND Flash manufacturers to accelerate technological advancements and invest in the production of ultra-large capacity Nearline SSDs [1] - The uncertainty regarding future demand has been alleviated as suppliers respond to the growing needs for large-capacity storage products [1] Industry Summary - AI inference applications are driving the demand for high-capacity storage solutions, leading to increased activity among HDD and SSD suppliers [1] - The production focus is shifting towards ultra-large capacity SSDs, with specifications reaching 122TB and even 245TB [1] - The current market dynamics indicate a positive outlook for storage suppliers as they adapt to the evolving requirements of data processing and storage [1]