看美股:存储界“封神榜”,谁才是真正的“囤粮王”?

美善城堡
Yesterday

过去咱总觉得硬盘就是个“装东西的仓库”,只要够大够便宜就行。可到了2026年,AI这头“巨兽”胃口大开,不仅要吃算力,还得狂吞数据。一时间,希捷、西数、闪迪、美光这四大金刚成了资本市场的香饽饽。今天咱们就来盘一盘,在这场“存钱罐”大比拼里,谁才是真正的王者。1. 希捷(Seagate):老牌“地主”的机械暴力美学希捷这位大哥,主攻的是HDD(机械硬盘)。虽然在个人电脑上快被边缘化了,但在AI...

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