五年一个周期
04-29 13:49
$希捷科技(STX)$
stx这季财报太强了,毛利率47%历史新高,FCF接近10亿美金,直接把AI从“训练周期”转到“持续推理”的逻辑讲透了
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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