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Jim Cramer Says Stocks Like Seagate “Are Really Overextended” For Him
Yahoo Finance· 2026-05-03 23:51AI 处理中...
Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re way too parabolic. I say [sell, sell, sell]. lilzidesigns-HhTfeSKz4xQ-unsplash Seagate Technology Holdings plc (NASDAQ:STX) makes har ...
Jim Cramer Says “Seagate’s Been a Horse for Ages Now”
Yahoo Finance· 2026-05-02 00:14
公司近期表现与市场关注 - 公司股票在近期被Jim Cramer在Mad Money节目中提及,作为近期表现“有效”的股票之一 [1] - 公司股价在电话会议当天大幅上涨了11% [1] 产品与业务概况 - 公司主要生产硬盘驱动器、固态硬盘以及面向个人、游戏和商用的存储解决方案 [2] 行业需求与生产状况 - 公司目前面临产品供不应求的局面,无法足够快速地生产其产品 [1] - 导致生产受限的关键原因是缺乏足够的机器设备来扩大其硬盘驱动器的产能 [1] - 这种供不应求的状况被市场视为积极信号 [1]