$STX · Schwab Network · 2026-10-28
STX 营收和利润均超预期，但非官方预期更高，因此股价盘前下跌约2%。对其 HMR 硬盘技术的强劲需求以及创纪录的利润，意味着在刚刚公布的这一季度基本面仍相对强劲，尽管财报前市场预期非常高。
逐段跳播
早些时候，Seagate 公布季度业绩后并没有得到同样的反应。他们的表现似乎好于预期，但你对此有什么观察？是的，我们看到这里的盘前交易中股价下跌了约2%。他们在营收和利润方面成功超出了预期，但遗憾的是，我认为非官方预测实际上高于市场预期。
当然，他们的热辅助磁记录，也就是“HMR”技术，需求非常旺盛。硬盘技术的表现继续优于当前的市场供给，他们也在持续实现创纪录的利润。我认为在这份财报发布之前，预期非常高，遗憾的是，今早我们看到了一些抛售，但这并不改变一个事实：至少基于他们刚刚公布的这一季度，STX 的基本面仍然相对强劲。
Earlier, Seagate did not receive the same reaction after announcing its quarterly results. Their performance seemed to be better than expected, but what are your observations about that?
Yes, we are seeing stocks fall by about 2% in pre-market trading here. They managed to exceed expectations in terms of revenue and profits, but I think the unofficial forecasts were actually higher than market expectations, unfortunately.
They have, of course, seen a great demand for heat-assisted magnetic recording or "HMR" technology. Hard drive technology continues to outshine current market supply, and they continue to achieve record profits.
I think expectations were very high prior to this report, and unfortunately we are seeing a few sell-offs this morning, but that does not diminish the fact that the fundamentals are still relatively strong for STX, at least based on the quarter they just announced.
这个频道对 $STX 的历次判断
Schwab Network 在这只股票上共 5 条判断，这里只列相邻的几条。