AI驱动的近线硬盘需求持续强劲，希捷科技2026年产能已全部分配，并开始与客户讨论2027年订单安排。CEO直言，当前客户关注重点已从价格转向是否能够获得稳定供货。公司同时强调，HAMR硬盘已在云客户生产环境中运行，产品升级与供给纪律有望持续改善盈利结构。1月27日，美股硬盘巨头希捷科技2026财年第二季度的财报表现亮眼：收入、毛利率、每股收益全面超出市场预期。而随后的电话会更是点燃了市场热情，...
Source LinkAI驱动的近线硬盘需求持续强劲，希捷科技2026年产能已全部分配，并开始与客户讨论2027年订单安排。CEO直言，当前客户关注重点已从价格转向是否能够获得稳定供货。公司同时强调，HAMR硬盘已在云客户生产环境中运行，产品升级与供给纪律有望持续改善盈利结构。1月27日，美股硬盘巨头希捷科技2026财年第二季度的财报表现亮眼：收入、毛利率、每股收益全面超出市场预期。而随后的电话会更是点燃了市场热情，...
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