希捷股票：真正的风险不是东芝，而是2028年的供应浪潮 (纳斯达克:STX)
· seekingalpha.com
希捷在股价上涨440%后被下调至持有评级。了解为什么供应短缺、创纪录的利润率以及2028年的产能增长可能会限制当前的上行空间。
I wrote about Seagate ( STX ) in May 2025, when the stock traded at $117, and rated it a Strong Buy. Since then it has risen about 440% , against 28% for the S&...