$希捷科技(STX)_老虎社区_美港股上老虎

$希捷科技(STX)$ 的财报是实打实的。营收增长44%，调整后每股收益4.10美元远超预期。AI需求爆发最先吃肉的确实是存储这条线，有订单有业绩，盘后涨18%不是乱炒。

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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究极失眠患者
04-29 15:35
究极失眠患者
希捷这次是真枪实弹的业绩，AI存储需求不是讲故事

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