希捷科技（STX）今日盘中股价大幅上涨10.11%，成为市场关注的焦点。
消息面上，宏观环境出现积极变化。美、以、伊三方同意临时停火两周，显著缓解了市场对中东地区军事冲突升级的担忧，全球资本市场风险偏好迅速回升，美股主要指数期货大幅上涨，带动科技及芯片板块集体走强。
与此同时，存储行业迎来重大利好。戴尔科技首席执行官警告称，人工智能浪潮将推动全球AI内存需求较现有水平激增625倍，而供给端的产能追赶需要数年时间。这一巨大的供需缺口预期，为包括希捷科技在内的存储概念股提供了强劲的上涨动力。此外，三星电子公布的第一季度业绩异常强劲，也进一步提振了市场对整个存储板块的情绪。
就公司自身而言，摩根士丹利发布最新报告，将希捷科技列为其在硬盘领域的“首选”标的，并大幅上调目标价。报告指出，机械硬盘市场正经历前所未有的需求强化和供应短缺，预计短缺态势将持续至2028年甚至更久。希捷科技凭借其在热辅助磁记录（HAMR）等领先技术上的优势，有望充分受益于人工智能与云端数据中心扩张所带来的高容量存储需求，从而获得显著的定价权和盈利提升空间。
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