7月23日，希捷科技夜盘上涨3.07%，报936.0美元/股，成交额420.08万美元。
消息面上，存储板块探底回升，同业闪迪涨约3%、西部数据涨近3%，板块情绪显著改善。核心催化在于服务器厂商超微电脑披露第四财季初步业绩，新签订单超600亿美元且积压订单创纪录，毛利率指引几乎翻倍，回击了市场对AI资本支出放缓的担忧，提振整体AI基础设施及存储链信心。
此外，希捷科技将于7月28日盘后发布财报，市场预期本季度营收同比增长43.48%，预期EPS为4.89美元。此前摩根大通将其目标价从920美元大幅上调至1095美元，法巴银行亦从860美元上调至1050美元，机构共识均价约1015美元，多数看多AI存储复苏趋势。
（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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