摩根士丹利分析师指出，硬盘驱动器需求正持续增强，供应短缺局面可能延续至2028年。近几周调研显示，超大规模数据中心需求保持强劲，客户能见度延长，2027年前定价趋于坚挺，硬盘终端市场整体呈现改善态势。硬盘行业呈现寡头垄断的优质格局，需求持续超越供应且产能零增长形成利好。基于估值考量及希捷科技毛利率扩张速度将更快的预期，分析师将首选标的从西部数据调整为希捷科技。当日希捷科技股价大涨7.8%，西部数据跟涨4.7%。
（本文时间标注为东部时间10:30，对应格林威治时间14:30）
摩根士丹利分析师指出，硬盘驱动器需求正持续增强，供应短缺局面可能延续至2028年。近几周调研显示，超大规模数据中心需求保持强劲，客户能见度延长，2027年前定价趋于坚挺，硬盘终端市场整体呈现改善态势。硬盘行业呈现寡头垄断的优质格局，需求持续超越供应且产能零增长形成利好。基于估值考量及希捷科技毛利率扩张速度将更快的预期，分析师将首选标的从西部数据调整为希捷科技。当日希捷科技股价大涨7.8%，西部数据跟涨4.7%。
（本文时间标注为东部时间10:30，对应格林威治时间14:30）
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