聚焦伯恩斯坦_评级调整:美国IT硬件 - 硬盘与内存:对谷歌TurboQuant的担忧被夸大 - 将西部数据(WDC)上调至跑赢大盘,但仍偏好希捷(STX)和闪迪(SNDK)(均为跑赢大盘)。We reiterate Outperform for STX and increase TP to $620 on 21x (mutliple unchanged) our FY28 EPS of $29.5. We believe Seagate's strong fundamentals, HAMR leadership, and >50% EPS CAGR (FY25-30E) easily justifies a 21x P/E, and arguably much higher.
聚焦伯恩斯坦_评级调整:美国IT硬件 - 硬盘与内存:对谷歌TurboQuant的担忧被夸大 - 将西部数据(WDC)上调至跑赢大盘,但仍偏好希捷(STX)和闪迪(SNDK)(均为跑赢大盘)。We reiterate Outperform for STX and increase TP to $620 on 21x (mutliple unchanged) our FY28 EPS of $29.5. We believe Seagate's strong fundamentals, HAMR leadership, and >50% EPS CAGR (FY25-30E) easily justifies a 21x P/E, and arguably much higher.
聚焦伯恩斯坦_评级调整:美国IT硬件 - 硬盘与内存:对谷歌TurboQuant的担忧被夸大 - 将西部数据(WDC)上调至跑赢大盘,但仍偏好希捷(STX)和闪迪(SNDK)(均为跑赢大盘)。We reiterate Outperform for STX and increase TP to $620 on 21x (mutliple unchanged) our FY28 EPS of $29.5. We believe Seagate's strong fundamentals, HAMR leadership, and >50% EPS CAGR (FY25-30E) easily justifies a 21x P/E, and arguably much higher.
覆盖 2026 年,全文约 33。
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重点分析了DeepSeek、AI、伯恩斯坦_评级调整、美国IT硬件等议题。