希捷科技（STX）今日夜盘股价大涨5.6%，引起了市场的广泛关注。
消息面上，摩根士丹利（大摩）发布最新报告，重申对希捷科技的增持评级，并将其取代西部数据升为“首选”标的，同时将目标价从468美元大幅上调至582美元。报告指出，机械硬盘（HDD）市场正经历前所未有的需求强化和供应短缺，预计短缺将持续至2028年甚至更久，这为希捷带来了显著的定价权。
报告进一步分析，人工智能（AI）与云端数据中心的持续扩张，推动了对高容量存储解决方案的强劲需求。希捷科技凭借其领先的热辅助磁记录（HAMR）技术，在高容量硬盘生产方面占据优势，并已与主要云服务提供商展开合作。市场预计，随着成本加速下降和定价权远超预期，公司毛利率有望在未来迈入中高50%的区间，盈利前景被显著低估。
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