异动解读|希捷科技夜盘上涨3.21%,财报发布在即机构多数看多AI存储复苏

行情直击
Jul 27

7月27日,希捷科技夜盘上涨3.21%,报879.01美元/股,成交额836.97万美元。公司将于7月28日盘后发布财报,市场预期本季度营收同比增长约43.48%,预期调整后每股收益为4.89美元。

消息面上,多家机构对希捷科技维持看多判断,核心逻辑集中在AI数据中心资本开支回升、近线HDD高容量产品结构改善及毛利率提升带来的利润弹性释放。此前摩根大通将希捷科技目标价从920美元上调至1095美元,维持增持评级。同日存储板块整体走强,闪迪涨3.58%,西部数据涨3.5%,板块呈现财报前修复态势。

希捷科技控股公司于1979年成立,是数据存储技术和解决方案的领先提供商,主要产品包括硬盘驱动器(HDD)、固态驱动器(SSD)、固态混合驱动器(SSHD)和存储子系统。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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