周二盘后交易中，数据存储巨头希捷科技（STX）股价大跌7.9%，主要原因是公司发布的第一季度财务指引略低于分析师预期，尽管其第四季度业绩表现亮眼。
希捷科技公布的2025财年第四季度调整后每股收益为2.59美元，超过分析师预期的2.44美元。季度收入达24.4亿美元，同比增长30%，略高于市场预期的24.2亿美元。然而，公司对下一季度的预期却引发了投资者的担忧。希捷预计第一季度收入为25亿美元（上下浮动1.5亿美元），调整后每股收益为2.30美元（上下浮动0.20美元），这一指引的中值略低于分析师预期的25.27亿美元收入和2.32美元每股收益。
尽管股价下跌，希捷科技在多个方面仍展现出强劲表现。公司第四季度非通用会计准则毛利率达到37.9%的历史新高，较去年同期的30.9%显著提升。此外，希捷还宣布将派发每股0.72美元的季度现金股息。公司首席执行官Dave Mosley强调了希捷在HAMR（热辅助磁记录）技术方面的持续投入，这项技术有望满足云端和边缘计算中日益增长的大数据存储需求。虽然短期指引略低于预期，但希捷的长期技术布局和市场地位仍值得关注。
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