长协能见度延伸至2031年! HDD霸主西部数据(WDC.US)用容量密度锁住AI基建红利 “预期悬崖”致盘后暴跌

智通财经
16 hours ago
【长协能见度延伸至2031年! HDD霸主西部数据(WDC.US)用容量密度锁住AI基建红利 “预期悬崖”致盘后暴跌】智通财经APP获悉,与闪迪、希捷共同位列美国三大存储产品领军势力的西部数据公司(WDC.US)美东时间周三美股收盘后(即北京时间周四晨间)公布季度业绩以及未来展望,共同凸显出出全球科技企业对于近线高容量HDD近乎“无止境”炸裂式需求推动之下,这家存储巨头季度业绩与展望指引均全线超出华尔街分析师预期。继三星、SK海力士这两大存储芯片原厂以及同样身为HDD存储霸主的希捷公布无比强劲业绩数据之后,西部数据这份全线超预期式强劲业绩,可谓全面强化存储产品巨头们强势领衔的所谓“存储超级周期”繁荣增长叙事。

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