公司业绩表现 - 西部数据公司第一财季盈利超出市场预期 [1] - 公司发布了强劲的业绩指引 [1] - 公司股价在财报公布后大幅上涨 [1] 行业需求驱动 - 业绩受到来自超大规模客户持续需求的提振 [1]

But first, we're going to look at more movers. Diane Kinghal, host of Morning Movers, is with me and we have more earnings to discuss and we're looking at Reddit this morning. Good morning, Diane. >> Good morning.You just mentioned that move in Amazon. How about Reddit. Double- digit move to the upside off the back of its quarterly report.Carter did better than expected on the top and bottom line. Sales surged 68% on an annual basis. Revenue coming in at 585 million in its latest quarter.That was much bette ...

Western Digital Corp. (NASDAQ:WDC) reported better-than-expected first-quarter financial results and issued strong second-quarter earnings guidance on Thursday.Western Digital reported quarterly earnings of $1.78 per share which beat the analyst consensus estimate of $1.58 per share. The company reported quarterly sales of $2.818 billion which beat the analyst consensus estimate of $2.725 billion."Western Digital continues to execute well in a strong demand environment driven by growth of data storage in th ...

Shares of data storage companies such as Seagate and Western Digital have sharply outperformed the broader market this year, powered by the staggering demand for hard drives in the global race to scal... ...

美股期货市场 - 周五早盘美国股指期货交易走高 [1] 埃克森美孚 (XOM) - 华尔街预计公司季度每股收益为182美元，营收为8771亿美元 [2] - 公司股价在盘后交易中下跌03%至11430美元 [2] 苹果公司 (AAPL) - 公司第四财季营收为10247亿美元，超过分析师预期的10217亿美元 [2] - 第四财季每股收益为185美元，超过分析师预期的176美元 [2] - 公司股价在盘后交易中上涨23%至27775美元 [2] 雪佛龙公司 (CVX) - 分析师预计公司季度每股收益为171美元，营收为4901亿美元 [2] - 公司股价在盘后交易中下跌02%至15320美元 [2] 亚马逊公司 (AMZN) - 公司第三季度净销售额为1802亿美元，同比增长13%，超过市场预期的1778亿美元 [2] - 公司预计第四季度净销售额在2060亿至2130亿美元之间，同比增长10%至13% [2] - 公司股价在盘后交易中大涨132%至25218美元 [2] 西部数据公司 (WDC) - 公司第一季度业绩超预期并发布强劲的第二季度盈利指引 [2] - 公司预计第二季度调整后每股收益在173至203美元之间，高于171美元的分析师预期 [2] - 公司股价在盘后交易中飙升104%至15250美元 [2]

涉及的行业与公司 * 行业：美国半导体及半导体设备行业[2] 具体关注人工智能计算、数据中心、存储（HDD）领域[3][4][5] * 公司：NVIDIA (NVDA)、Advanced Micro Devices (AMD)、Intel (INTC)、Anthropic、Google Cloud Platform (GCP)、Broadcom (AVGO)、Marvell (MRVL)、Seagate Technology (STX)、Western Digital (WDC)、TDK、Huawei[3][4][5][8] 核心观点与论据 NVIDIA (NVDA) 与人工智能计算市场 * 公司即将举办GTC华盛顿活动 预计将强调数据处理市场从CPU加速转向的议题[3] * 公司向英特尔投资50亿美元 被视为影响美国政府允许其向中国出口更强大芯片的潜在推动因素[3] * 中国市场对NVDA规模估计约为500亿美元 而本土替代品（如华为）的供应能力可能仅约75亿至100亿美元 仅占NVDA所估计中国市场的15% 为NVDA和AMD留下巨大市场空间[3][8][9] * 公司已准备好B30芯片 等待特朗普政府批准向中国出口[3] 人工智能云服务与计算需求 * Anthropic与GCP签署协议 计划使用100万颗TPU 该协议价值数百亿美元 预计在2026年需要超过1吉瓦的电力容量（博通估计100万颗XPU消耗1.7-2吉瓦电力）[4] * Anthropic同时将亚马逊列为其主要训练合作伙伴和云提供商 这支持其使用Marvell的新N3 Trainium芯片[4] * 该协议符合GCP可能更倾向于向Anthropic出租TPU 而非以商业基础出售TPU的观点[4] 硬盘驱动器（HDD）行业周期 * 观点认为HDD行业正处于产能增加的边缘 这与过去约12个月的市场叙事显著不同 可能预示着HDD周期即将见顶[5] * 希捷和西部数据在2025年第三季度恢复购买磁头 这与HDD磁头供应商TDK近期的信息一致[5] * 计算显示希捷和西部数据可能通过TDK增加约1.26亿个磁头产能 考虑到每个驱动器平均18-20个磁头 相当于增加约600-700万个单位产能[5][7][8] * 这种叙事的变化可能导致这些股票的EPS倍数出现压缩[7] 其他重要内容 公司评级与风险 * 希捷和西部数据的当前评级均为“中性”[24] * 希捷的投资论点风险包括HDD供需动态、SSD与HDD定价趋势、PC及云/服务器需求[11] * 西部数据的投资论点风险包括HDD行业供需动态、SSD与HDD定价趋势、终端市场需求[12] 中国市场本土供应分析 * 据美国商务部官员2025年6月信息 华为可能制造约20万颗Ascend 910C芯片 每颗芯片传闻ASP为28,000美元 相当于56亿美元收入 占NVDA估计500亿美元中国市场的11%[9] * DigiTimes预计华为制造能力约为25万颗910C 并估计华为占中国本土AI制造的约75% 使本土供应总额达到NVDA中国AI市场估计值的15%（即75亿美元）[9]

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Western Digital forecast second-quarter earnings above Wall Street estimates on Thursday, betting on higher demand for its data storage products as cloud providers increase data center capacity. ...

Q1FY26 Financial Results Western Digital October 30, 2025 2 WESTERN DIGITAL CONFIDENTIAL © 2025 Western Digital Corporation or its affiliates All rights reserved Disclaimers Forward-Looking Statements This presentation contains forward-looking statements within the meaning of federal securities laws, including statements regarding expectations for: the company's business outlook and financial performance for the second fiscal quarter of 2026 and beyond, and demand and market conditions for our products and ...

Key Takeaways WDC benefits from AI-fueled demand, new HDD technologies and a stronger balance sheet.NTAP expands its AI and cloud footprint with strong flash demand and new enterprise solutions.WDC trades at a higher valuation but offers stronger growth and earnings momentum than NTAP.The data-storage sector is shaped by secular industrial tailwinds such as explosive growth in data volumes driven by cloud migration, AI/ML workloads and edge devices. Western Digital Corporation ((WDC) and NetApp Inc. ((NTAP) ...