[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio987538a8":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio987538a8","美股异动---存储概念股集体涨超-希捷科技(STX)涨超逾19%","\u002Fdoc\u002Fdcio987538a8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，周三，存储概念股集体大涨，希捷科技(STX)大涨逾19%，西部数据(WDC)大涨逾12%，闪迪(SNDK)涨逾9%，美光科技(MU)涨逾4%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">消息面上，内存和存储行业已成为人工智能支出浪潮的最大受益者之一。此前希捷科技公布的第三财季业绩和业绩指引均大幅超出预期。摩根士丹利将希捷科技的目标价从582美元上调至767美元。摩根士丹利分析师埃里克・伍德林在研报中写道“连续第三个季度，我们此前给出的乐观预期正在成为我们对希捷的新基准预期，因为其定价、毛利率和盈利能力继续远远超过我们和市场的预期。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">伍德林解释称“在第一季度财报发布前，我们原本预期希捷在2026年12月季度毛利率突破50%、季度盈利达到5美元。而根据公司给出的6月季度每股收益指引，本季度(6月季度)毛利率就有望站上50%。公司成本同比降幅符合我们预估的低双位数百分比，因此很明显，产品提价是推动毛利率超预期扩张的核心驱动力。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他还表示“在 AI 需求持续升温、供需格局向好的支撑下，这一涨价趋势具备可持续性。事实上，我们预计价格增长将在2027年加速。我们现在预测希捷将在2027年6月实现超过60%的毛利率，此前预测为2027年12月。重要的是，只要增量毛利率向 70% 以上靠拢，就完全有理由相信，公司毛利率和盈利水平远未触及天花板。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca 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