Following my last article on Seagate Technology Holdings (NASDAQ: STX ), the stock price surged by roughly 40% from a publication price of $186 on September 4. This reflects significant performance in roughly two months, highlighting broader marketDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutio ...

每经编辑｜金冥羽 当地时间10月29日，美股存储板块继续狂飙，截至发稿，希捷科技大涨17.2%，西部数据涨超12%，SanDisk涨超10%，美光科技涨近3%。 值得注意的是，近两个月美股存储板块涨幅惊人。希捷科技累涨54.41%，西部数据累涨72.37%，美光科技累涨89.13%，SanDisk累涨283%。 | 三 自选股 | 最新 | 涨幅 | 区间涨跌幅:前复权 20250901-20251029 | | --- | --- | --- | --- | | 希捷科技 | 261.350 | 17.20% | 54.41% | | US STX | 240.650 盘前 | 7.91% | | | 西部数据 | 140.080 | 12.14% | 72.37% | | us WDC | 131.310 盘前 | 5.12% | | | Sandisk | 193.500 | 10.24% | 283.00% | | us SNDK | 187,000 盘前 | 6.53% | | | 美光科技 | 228.300 | 2.88% | 89.13% | | us MU | 229.080 盘前 | 3. ...

The maker of data storage equipment tops quarterly earnings expectations and forecasts another strong quarter. ...

| 能源设备与服务[US]、 | 1297.018 3.02% | | | | --- | --- | --- | --- | | 新闻 成分股 | | ਦੇ ਹੈ। | 中国基金 | | ProPetro Holding | 9.925 | 35.96% | 9.47% | | US PUMP | | | | | 国家能源服务 | 13.934 | 12.92% | 4.26% | | US NESR | | | | | Liberty Energy | 18.900 | 10.85% | 1.86% | | | | 北京时间10月29日，美股三大指数集体高开，截至发稿，道指涨0.57%，报479979.97点；纳指涨0.53%，报23953.34点；标普500指数涨0.21%，报6905.22 点。 海外存储芯片板块，继续联袂大涨。截至发稿，希捷科技涨超18%，西部数据涨超13%，美光科技涨近4%。 | 名称代码 | 最新 | 涨幅÷ | 换手 ▶ | | --- | --- | --- | --- | | 希捷科技 | 264.415 | 18.57% | 2.21% | | US STX | | | ...

Key Takeaways Seagate posted Q1 earnings of $2.61 per share on $2.63B revenue, topping both estimates and guidance.Growth was fueled by surging demand for high-capacity drives from global cloud and enterprise customers.Mozaic HAMR drive shipments topped 1M units, driving record margins and a stronger outlook for Q2.Seagate Technology Holdings plc ((STX) reported first-quarter fiscal 2026 non-GAAP earnings of $2.61 per share, beating the Zacks Consensus Estimate by 10.6% and exceeding the high end of managem ...

Seagate Technology Holdings PLC (NASDAQ:STX) is 16.5% higher to trade at $260, after the computer hardware company reported adjusted fiscal first-quarter earnings of $2.61 on $2.63 billion in revenue, both of which topped analyst estimates. The company also hiked its Q2 forecast, citing a profitable cycle and tight supply chain. Seven analysts have hiked their price targets in response, including Mizuho and Wedbush to $290.The report has sector peers Western Digital (WDC) and SanDisk (SNDK) both confidently ...

智通财经APP获悉，周三，美股存储板块继续狂飙，希捷科技(STX.US)绩后大涨16%，西部数据 (WDC.US)涨超11%，SanDisk(SNDK.US)涨超9%，美光科技(MU.US)、Rambus(RMBS.US)涨超3%。消 息面上，希捷科技报告26财年Q1收入为26.3亿美元，同比增长 21%，超过市场预期的25.5亿美元;非 GAAP每股收益为2.61美元，同比增长 65%，超出预期0.21美元。26财年第二季度的收入指引为27亿美 元，同比增长 25%;每股收益为2.75美元，营业利润率约为 30%，表明持续的环比增长势头。 此外，过去半年，全球存储芯片价格持续上涨。根据摩根士丹利的研报预测，人工智能热潮下，存储芯 片行业预计迎来一个"超级周期"。 ...

周三，美股存储板块继续狂飙，希捷科技(STX.US)绩后大涨16%，西部数据(WDC.US)涨超11%， SanDisk(SNDK.US)涨超9%，美光科技(MU.US)、Rambus(RMBS.US)涨超3%。消息面上，希捷科技报 告26财年Q1收入为26.3亿美元，同比增长21%，超过市场预期的25.5亿美元;非GAAP每股收益为2.61美 元，同比增长65%，超出预期0.21美元。26财年第二季度的收入指引为27亿美元，同比增长25%;每股收 益为2.75美元，营业利润率约为30%，表明持续的环比增长势头。 此外，过去半年，全球存储芯片价格持续上涨。根据摩根士丹利的研报预测，人工智能热潮下，存储芯 片行业预计迎来一个"超级周期"。 ...

美股周三早盘，希捷科技(Seagate Technology,STX)股价大涨16.6%，此前该公司宣布，在其HAMR驱动 器推广的支持下，其2026财年第二季度营收增长目标为16%。该公司报告2026财年开局强劲，营收同比 增长21%。 来源：视频滚动新闻 ...

个股价格表现 - 希捷科技股价大涨13% [1] - 西部数据股价上涨超过8% [1] - SanDisk股价上涨超过7% [1] - 美光科技股价上涨超过5% [1] - Rambus股价上涨超过5% [1] 主要公司市值与涨幅 - 三星电子市值为4494亿美元，年初至今股价上涨87% [3] - 美光科技市值为2471亿美元，年初至今股价上涨162% [3] - SK海力士市值为2464亿美元，年初至今股价上涨195% [3] - 西部数据市值为434亿美元，年初至今股价上涨1820% [3] - 铠侠市值为337亿美元 [3] - Pure Storage市值为314亿美元，年初至今股价上涨55% [3] - SanDisk市值为259亿美元，年初至今股价上涨1066% [3] - Rambus市值为122亿美元，年初至今股价上涨115% [3] - 希捷科技市值为92亿美元，年初至今股价上涨171% [3] 行业产品与技术焦点 - 行业公司主要业务集中在NAND闪存、DRAM、固态硬盘(SSD)和机械硬盘(HDD)的制造与解决方案提供 [3] - 产品应用覆盖消费电子、数据中心、企业级存储、工业、汽车存储市场及云原生存储等多个领域 [3] - 技术发展重点包括3D闪存技术研发、存储接口芯片与IP（如DDR5）以及全闪存存储阵列 [3]