北美硬件与存储_对硬盘（HDD）存储、NAND 闪存基本面持积极态度；对季度业绩预期高涨-North America Hardware & Storage_ Constructive on HDD Storage_NAND Memory Fundamentals; Elevated Expectations Into Quarterly Results
2025-10-16 13:07
Ac t i o n | 13 Oct 2025 00:10:56 ET │ 22 pages North America Hardware & Storage Constructive on HDD Storage/NAND Memory Fundamentals; Elevated Expectations Into Quarterly Results CITI'S TAKE We update estimates and target prices for storage players STX, WDC and SNDK on incrementally better sentiment surrounding storage demand with solid supply/demand dynamics. Meanwhile, we note a LT tailwind of AI- training workloads transitioning to inferencing pairs with next-gen data center development, multi modal dat ...