10月24日,数据存储设备制造商 西部数据 盘后股价大涨超9%,引发市场关注。这主要受到其最新财季业绩表现亮眼的推动,云计算及人工智能业务需求旺盛是主要利好因素。
西部数据公布的最新季度财报显示,在截至9月27日的2024财年第一财季,该公司实现利润4.93亿美元,扭转了去年同期的亏损。公司调整后每股收益达1.78美元,超出了华尔街预期。收入同比大涨近一半至约41亿美元,云业务销售额更是大幅增长153%。
随着人工智能应用的快速蓬勃发展,推动了对数据中心存储产品的需求增长。作为数据存储芯片的龙头企业,西部数据所生产的闪存和硬盘驱动器等产品已做好充分准备,借此抓住了行业发展的重大机遇。同时,该公司的部分产品还获得了诸如 Nvidia 等重要客户的认证,进一步扩大了需求。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.