Industry Overview - The artificial intelligence (AI) sector, bolstered by the rapid growth of cloud computing and data centers, is experiencing a robust demand scenario, particularly for AI-powered data center capacity to manage and store vast amounts of data [1] - The "magnificent 7" stocks are set to invest $650 billion in 2026 for AI infrastructure development, representing a significant 71.1% year-over-year increase in capital spending on the AI ecosystem [2] Company Insights Amphenol Corp. (APH) - Amphenol holds a Zacks Rank 2 and benefits from a diversified business model, commanding an estimated 33% market share in AI-powered data center interconnects [7] - The company is experiencing triple-digit organic growth in its IT datacom segment, driven by high-speed and power interconnect products [8] - Amphenol's expected revenue and earnings growth rates for the current year are 34.9% and 29.3%, respectively, with a 1.9% improvement in the earnings consensus estimate over the last 30 days [12] Western Digital Corp. (WDC) - Western Digital, with a Zacks Rank 1, is witnessing strong demand for high-capacity hard disk drives (HDD) amid intensified cloud and AI demand [13] - The company is collaborating closely with hyperscale customers to deliver reliable, high-capacity storage solutions, with an expected revenue growth rate of -6.3% and earnings growth rate of 81.7% for the current year [16] Vertiv Holdings Co. (VRT) - Vertiv, holding a Zacks Rank 2, benefits from a diverse product portfolio and is strategically expanding capacity to support AI-enabled pipelines [17] - The company has a partnership with NVIDIA to co-develop an 800-volt DC power architecture, ensuring its infrastructure solutions remain relevant as power requirements scale [19] - Vertiv's expected revenue and earnings growth rates for the current year are 34% and 46.9%, respectively, with a 15.3% improvement in the earnings consensus estimate over the last 30 days [20] Lumentum Holdings Inc. (LITE) - Lumentum, with a Zacks Rank 1, designs and manufactures optical technologies essential for AI and cloud computing, experiencing significant revenue growth driven by demand for AI infrastructure connectivity solutions [21][22] - The company has a strong collaboration with NVIDIA for developing silicon photonics, positioning it as a key supplier to hyperscale customers [23] - Lumentum's expected revenue and earnings growth rates for the current year are 76.7% and over 100%, respectively, with a 34.6% improvement in the earnings consensus estimate over the last 30 days [24] EMCOR Group Inc. (EME) - EMCOR, holding a Zacks Rank 2, is a leading provider of critical infrastructure to AI-powered data centers, focusing on electrical infrastructure and cooling systems [25] - The company is gaining traction in the data center construction market, which is contributing to its expanding remaining performance obligations (RPOs) [26] - EMCOR's expected revenue and earnings growth rates for the current year are 5.4% and 8.6%, respectively, with a slight improvement in the earnings consensus estimate over the last 30 days [28]

Investment Rating - Industry rating: Recommended [3] Core Insights - During the Spring Festival of 2026, the global technology sector is characterized by AI-driven deepening, accelerated hard technology transformation, and a bipolar leadership between China and the US, with the practical application and commercialization of technology becoming the core theme [1] - The AI and large model fields have become the absolute core, with global capital and technology intensifying. OpenAI secured a financing round exceeding $100 billion, locking in computational power advantages, while Google is pushing large models deeper into research scenarios [1][6] - The humanoid robot industry is undergoing a critical transformation, with international leading companies completing the transition to fully electric drive, while Chinese companies are seizing opportunities in practical scenarios like "human-machine collaboration" [1][8] - The aerospace and low-altitude economy sectors are showing a trend towards scaling, with both US-China competition and China leading. SpaceX is consolidating its Starlink advantages through high reuse launches, while China's commercial space launch success rate remains at 100% [1][11] Summary by Sections AI - OpenAI finalized a new financing round exceeding $100 billion during the Spring Festival, marking the largest single financing in AI history, which will significantly impact the global AI industry's computational power landscape and competitive dynamics [6] - Google upgraded its flagship large model Gemini 3 Deep Think, enhancing its reasoning capabilities for scientific and engineering scenarios, achieving notable performance in various tests [7] Robotics - Boston Dynamics announced a complete switch of its Atlas humanoid robot to fully electric drive, marking a significant shift towards industrialization and scalability [8][9] - The industry consensus indicates that the core bottleneck for humanoid robots is not mobility or balance but the technology of dexterous hands, which remains a challenge [9] Commercial Aerospace - SpaceX completed its 600th Falcon 9 rocket launch, successfully deploying 24 upgraded Starlink V2 Mini satellites, further expanding the Starlink constellation and enhancing polar coverage and direct mobile communication capabilities [11][12] Semiconductor Storage - Samsung achieved mass production of the HBM4 chip, with a significant price increase of 20%-30% compared to the previous generation, highlighting the high demand for high-end storage chips driven by AI [10] Beneficiary Targets - AI Computing and Applications: Companies such as Cambricon, Industrial Fulian, and Inspur Information [2] - Robotics: Companies like Joyson Electronics and New Spring Co [2] - Large Models: Companies including Zhipu AI and iFLYTEK [2] - Semiconductor Storage: Companies like Zhaoyi Innovation and Changjiang Electronics [2] - Commercial Aerospace: Companies such as Western Materials and Reascend Technology [2]

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 9, BofA raised its price target on Western Digital Corporation (NASDAQ:WDC) to $375 from $345 and reiterated a Buy rating following in-person meetings with CFO Kris Sennesael in New York. The firm indicated increased confidence in management’s ability to execute against revised long-term financial targets introduced at its recent innovation day, suggesting improved operational discipline and strategic clarity ...

每经AI快讯，周五，存储概念股普涨，西部数据(WDC.US)涨逾3%，闪迪(SNDK.US)涨近3%，美光科 技(MU.US)涨逾2%。 ...

智通财经APP获悉，周五，存储概念股普涨，西部数据(WDC.US)涨逾3%，闪迪(SNDK.US)涨近3%，美 光科技(MU.US)涨逾2%。 国际存储芯片巨头SK海力士、三星电子、闪迪财务数据频频刷新历史纪录。其中，三星电子核心半导 体(DS)部门第四季度营业利润冲至16.4万亿韩元，较去年同期大幅增长了470%；闪迪(SanDisk)第二财 季实现净利润8.03亿美元，同比激增672%；而SK海力士2025年全年营业利润实现翻倍增长，达到47.21 万亿韩元，其第四季度的单季营业利润率更是冲高至58%。 ...

2月18日，硬盘制造商西部数据对外披露，计划通过二次配售方式出售子公司闪迪的部分股权，本次交 易总规模约30.9亿美元，折合人民币约213亿元。 本次出售此前已释放相关信号，西部数据首席财务官Kris Sennesael曾在财报电话会议中提及，计划在闪 迪分拆一周年前的2月24日出售剩余的750万股闪迪股份。根据西部数据去年向美国证券交易委员会提交 的注册文件，公司需在2月21日前完成本次股份出售，以避免触发相关税务后果。 Evercore ISI指出，本次交易将实质性加速西部数据的去杠杆化进程，公司未来有望转向净现金状态。 通过股票回购减少流通股数量，该交易有望在短中期推动西部数据每股收益提升4%至6%。 本文源自：市场资讯 根据闪迪发布的声明，西部数据将以所持闪迪股票置换摩根大通证券、美银证券关联方持有的西部数据 债务，置换完成后由承销商将对应股票在二级市场完成出售。本次拟出售股份约580万股，最终定价为 每股545美元，较闪迪此前周二收盘价折让约7.7%。闪迪自身不参与本次发行，也不会从交易中获取收 益。 作者：观察君 1月29日，西部数据披露2026会计年度第二季财报，受益于人工智能数据中心对存储器需 ...

Group 1 - The core viewpoint of the article highlights a decline in the U.S. stock market for storage concept stocks, with Seagate Technology dropping by 4% and Western Digital falling over 3% [1] - Samsung Electronics is reportedly negotiating prices for the new generation HBM4 chips, with quotes up to 30% higher than the previous generation, reaching approximately $700 [1] Group 2 - Seagate Technology (STX) experienced a decline of 4.03%, with a total market capitalization of $88.861 billion and a year-to-date increase of 47.80% [2] - Western Digital (WDC) saw a decrease of 3.40%, with a market cap of $97.211 billion and a year-to-date increase of 66.30% [2] - Silicon Motion (SIMO) fell by 1.73%, with a market cap of $4.434 billion and a year-to-date increase of 41.27% [2] - Micron Technology (MU) decreased by 1.02%, with a market cap of $468.921 billion and a year-to-date increase of 45.98% [2] - Rambus (RMBS) had a slight decline of 0.23%, with a market cap of $11.221 billion and a year-to-date increase of 13.29% [2] - Pure Storage (PSTG) saw a minor decrease of 0.14%, with a market cap of $23.937 billion and a year-to-date increase of 8.19% [2] - SanDisk (SNDK) was the only stock to rise, increasing by 1.75%, with a market cap of $90.258 billion and a year-to-date increase of 157.34% [2]

2月18日，硬盘制造商西部数据宣布，计划通过二次配售出售子公司闪迪的部分股权，交易规模约30.9亿美元（合213亿元人民币）。 据闪迪发布的声明，西部数据计划将其持有的闪迪股票与摩根大通证券、美银证券关联方持有的西部数据债务进行置换，置换完成后由承销商在二级市场 出售。此次出售的股份约为580万股，定价区间最终确定为每股545美元，较闪迪周二收盘价折让约7.7%。闪迪本身不参与发行。 此次减持举措在市场的意料之中。此前召开的财报电话会议上，西部数据CFO Kris Sennesael表示，计划在2月24日分拆一周年前出售剩余的750万股闪迪 股份。根据去年向美国证券交易委员会提交的注册文件，西部数据必须在2月21日前完成股份出售以避免税务后果。 Evercore ISI分析师表示，这笔交易实质性加速了西部数据的去杠杆化进程，公司未来可能转向净现金状态。通过股票回购减少流通股数量，这笔交易有 望在短中期内推动西部数据每股收益增长4%至6%。 闪进 < 日 SNDK.O 量2509万 股本 1.48亿 市盈 -85.11 600.400 万得 盘口 +9.810 +1.66% 换 17.01% 市值 886亿 市 ...

2月18日，硬盘制造商西部数据宣布，计划通过二次配售出售子公司闪迪的部分股权，交易规模约30.9亿美元（合213亿元人民币）。 据闪迪发布的声明，西部数据计划将其持有的闪迪股票与摩根大通证券、美银证券关联方持有的西部数据债务进行置换，置换完成后由承销商在二级市场 出售。此次出售的股份约为580万股，定价区间最终确定为每股545美元，较闪迪周二收盘价折让约7.7%。闪迪本身不参与发行。 此次减持举措在市场的意料之中。此前召开的财报电话会议上，西部数据CFO Kris Sennesael表示，计划在2月24日分拆一周年前出售剩余的750万股闪迪 股份。根据去年向美国证券交易委员会提交的注册文件，西部数据必须在2月21日前完成股份出售以避免税务后果。 Evercore ISI分析师表示，这笔交易实质性加速了西部数据的去杠杆化进程，公司未来可能转向净现金状态。通过股票回购减少流通股数量，这笔交易有 望在短中期内推动西部数据每股收益增长4%至6%。 从市场表现来看，近几个月来，闪迪股价表现抢眼。自2025年2月从西部数据分拆以来，累计涨幅已超过1500%。仅2026年，闪迪股价上涨近150%，在标 普500指数成份股中 ...

Market Analysis by covering: SanDisk Corporation, Western Digital Corporation, Teradyne Inc. Read 's Market Analysis on Investing.com ...