伯恩斯坦逆势唱多芯片股:市场对内存ASP涨幅放缓担忧过度,首选希捷(STX.US)、看好闪迪(SNDK.US)等

同花顺
Oct 23

伯恩斯坦发布最新研报,对内存与HDD整体维持建设性看法,认为近期的回调已经把对涨幅放缓的担忧过度计入了。美股方面,希捷(STX.US)仍是首选,西部数据(WDC)(WDC.US)与闪迪(SNDK)(SNDK.US)同样为“跑赢大盘”。伯恩斯坦对三家的2027财年预测均高出市场共识约12%。内存与硬盘(HDD)股自6月峰值已显著回落,过去一个月跑输大盘。伯恩斯坦在最新报告里正面回应了当前最主流的空头...

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