6月16日，希捷科技盘中上涨4.34%，报1061.75美元/股，成交额5.64亿美元。
消息面上，摩根士丹利分析师Erik Woodring将希捷科技目标价从767美元大幅上调至1035美元，维持超配评级。其援引亚洲供应链调查指出，受AI数据中心需求持续增长推动，HDD行业供需趋紧程度超出预期，硬盘短缺预计至少延续至2028年。大摩估算HDD需求年增40%-50%，而供应增长仅30%-35%，供需缺口持续扩大。近线硬盘定价目前低于每TB 15美元，厂商未来两到三年目标为每TB 25-30美元，价格走强趋势明确。希捷科技最新三季报累计每股收益8.71美元，归母净利润同比增长92.66%，基本面支撑强劲。同板块西部数据同日涨6.84%，行业共振明显。
（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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