美光科技（MU.US_老虎社区_美港股上老虎 - 老虎社区

赚不完亏得完8888

美光科技（MU.US） DRAM/NAND双龙头，HBM与AI存储布局领先；产能与定价权稳固；2026年业绩弹性大；

西部数据（WDC.US） NAND与HDD双赛道，受益于企业级存储与云需求；

希捷科技（STX.US）全球HDD龙头，受益于数据中心冷存储需求。

希捷助力存储涨势！闪迪能否接力？

当地时间4月28日美股盘后，硬盘巨头 $希捷科技 (STX.US)$ 发布2026财年第三季度财报，营收、利润及下季度指引全面超出华尔街预期。消息公布后，希捷股价盘后狂飙，同时其竞争对手西部数据、闪迪、美光科技齐涨。【$闪迪 (SNDK.US)$ 也将于4月30日盘后公布2026财年第三财季业绩，大家觉得能否助力存储板块涨势？目前还能“追高”吗？】

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