没人算得清AI到底要_老虎社区_美港股上老虎

没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。

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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