5月19日，希捷科技盘中下跌3.01%，报706.855美元/股，成交额5.07亿美元，延续近期多日抛售走势。
消息面上，希捷CEO Dave Mosley此前在摩根大通会议上明确表示，新建工厂"耗时太久"且可能导致产能过剩，公司战略重心在于通过技术迭代提升单盘存储密度，而非扩建产能。这一表态令市场担忧，在AI数据中心需求持续爆发、客户交货等待周期已超一年的背景下，头部硬盘厂商的产能扩张意愿存在明显局限，供需缺口短期难以弥合。
受此拖累，存储板块整体承压，西部数据跌4.0%，闪迪跌2.09%，戴尔跌2.97%。尽管多家投行此前将希捷目标价上调至1000美元以上，但产能掣肘与高估值之间的博弈仍在持续。
（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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