希捷科技（STX）今日盘中大涨6.32%，成为市场焦点。
消息面上，人工智能（AI）应用爆发式增长，持续推高对存储芯片的旺盛需求。日本存储巨头铠侠发布远超市场预期的季度业绩及全年利润指引，显著提振了行业信心。同时，行业分析机构TrendForce集邦咨询指出，2025年第四季度各类DRAM合约价普遍上涨超40%，2026年第一季度以来涨势加速，市场呈现明显的供需失衡。在此行业高景气度驱动下，美股存储概念股集体走强。
希捷科技作为全球领先的硬盘（HDD）制造商，其大容量存储产品在AI时代构建数据湖、承载冷数据方面具有不可替代的成本优势，战略价值被市场重新评估。公司此前曾表示，其2026年产能已全部售罄，供应紧张态势凸显，进一步强化了股价上涨动能。
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