前两天OpenAI传_老虎社区_美港股上老虎

前两天OpenAI传闻把AI链条带崩了， $闪迪(SNDK)$ 跟着恐慌盘砸下来，希捷财报一出立刻修复反弹。存储的基本面根本没变，闪迪产能缺口摆在那、企业订单排到明年甚至后年。如果这次财报能超预期，这块金子反而会洗得更干净。

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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