希捷：AI运行在无人愿意制造的磁盘上（纳斯达克：STX）
· seekingalpha.com
希捷科技现在是一个供应纪律严格的双寡头企业，出售基于多年合同的已分配容量，而不仅仅是商品化硬盘。详见为何STX股票值得买入。
Seagate Technology ( STX ) spent two decades teaching investors to sell every rally, which is why a 700% run into record margins still gets treated as a cycle t...