[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio785a7c88":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio785a7c88","AI浪潮重塑硬盘周期!-希捷科技(STX)Q4业绩、指引全面碾压预期，盘后一度飙升近10%","\u002Fdoc\u002Fdcio785a7c88","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，硬盘驱动器制造商希捷科技(STX)公布的2026财年第四季度(截至7月3日)财报及下一季度指引均显著优于华尔街预期，周二盘后交易大幅走高。近期AI概念龙头股集体回调，希捷股价在财报发布前承压明显。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据公司公告，截至6月的当季(即2026财年第四季度)，希捷实现调整后每股收益(EPS)5.71美元，营收36亿美元。FactSet调查的分析师此前预期调整后EPS为5.10美元、营收35亿美元。盈利同比飙升120%，营收增长49%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，公司当季经营现金流13亿美元，自由现金流11亿美元;期末现金及现金等价物余额17亿美元，当季偿还债务3.02亿美元，全财年累计偿还14亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">公司对当前季度的营收指引中值为41亿美元，而FactSet数据显示，分析师此前对9月当季的营收预测为37.8亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">希捷首席执行官戴夫·莫斯利在新闻稿中表示“公司业绩增长得益于强劲的云计算数据中心需求及严格的执行纪律，我们预计这一势头将持续至2027财年。随着人工智能加速数据生成并提升数据价值，大容量存储需求具备长期韧性。”“依托Mozaic平台及差异化的HAMR(热辅助磁记录)技术路线图，希捷能够高效应对不断增长的EB级存储需求，同时推动盈利增长与价值创造。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI行情大涨后，希捷经历显著回调\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">周二常规交易时段，希捷股价下跌8.5%，但盘后拉动上涨，一度大涨近10%，截至发稿，最新上涨逾5%，报785.94美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">希捷与竞争对手西部数据(WDC)共同主导硬盘驱动器市场。云超大规模厂商竞相建设AI数据中心，为HDD带来前所未有的需求增量，两家公司均跻身涨幅最高的AI概念股之列。希捷年初至今累计涨幅达172%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">然而，近期市场对AI资本支出可持续性的担忧升温，希捷股价大幅回撤。周二收盘价较月初已下跌22%。投资者正就AI能否为存储与内存元件市场带来长期结构性变革展开辩论——该行业历史上屡现大起大落的周期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">机构集体看多，上行空间仍存\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">财报发布前，华尔街对希捷的看涨情绪已十分浓厚。韦德布什(Wedbush)分析师马特·布莱森在财报前将希捷目标价从825美元上调至1,000美元，维持“增持”评级，认为HAMR硬盘有望在2026年下半年赢得新的长期协议。布莱森指出，希捷的产能已基本预定至2027年，这强化了有利的供需格局。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">罗森布拉特(Rosenblatt)更为激进，将目标价从1,000美元上调至1,300美元，理由是HDD行业将受益于需求超过供应及价格拐点。该机构预计，随着平均售价上涨、单位成本以高个位数至低两位数速度下降，增量毛利率将接近80%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞穗(Mizuho)将目标价上调至1,090美元，并将2027财年EPS预测上调至28.35美元，高于市场一致预期的26.57美元。摩根士丹利更将希捷列为IT硬件领域“最看好的AI敞口方向”，认为在最乐观定价情景下，希捷EPS有望在2025至2028年间增长10倍。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前，华尔街对希捷的共识评级为“强烈买入”，平均目标价约1,020美元，暗示未来12个月仍有超过25%的上涨空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY.jpg","2026-07-29T15:14:25","2026.07.29","2026\u002F07\u002F29",41934,[22],"SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]