<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Seagate-HDD.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1774" height="887" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Seagate-HDD.png"/></p>
<p>西部数据科技（Seagate Technology，股票代码：STX）周一股价大幅下跌，此前首席执行官戴夫·莫斯利（Dave Mosley）的评论引发了投资者对公司可能难以跟上与人工智能相关的数据存储解决方案激增的需求的担忧。</p>
<p>在摩根大通全球科技、媒体和通信会议上，莫斯利讨论了公司的制造战略后，西部数据的股价在交易中下跌了大约 7%。</p>
<p>尽管对长期人工智能驱动的存储基础设施需求仍持乐观态度，但投资者对西部数据不愿意积极扩大生产能力的迹象反应消极，导致股价下跌。</p>
<p>周一，整个半导体和人工智能基础设施行业也面临压力，原因是国债收益率上升、通胀担忧以及与中东冲突相关的持续地缘政治紧张局势。</p>
<h2>首席执行官评论引发制造担忧</h2>
<p>在摩根大通会议上，莫斯利表示，西部数据故意推迟增加生产能力，直到公司对与人工智能相关的存储需求的长期预测可持续性充满信心。</p>
<p>“现在看来，预测不仅是真实的，而且需求显著更高，” 莫斯利说。</p>
<p>然而，投资者似乎对莫斯利暗示建设新制造设施将耗时过长，并可能最终导致过剩产能风险感到担忧。</p>
<p>“我们的目标是实现中 20% 的增长，这是一种巨大的复合年增长率，唯一的办法就是能够经历这些技术转型……这确实是我们推动的方式。如果我们把团队撤掉，开始建设新工厂或引进新机器，那将耗时太长，” 莫斯利表示。</p>
<p>本月早些时候，莫斯利在接受彭博社采访时表示，西部数据的战略侧重于提高技术和制造效率，而不是扩大实体工厂的产能。</p>
<p>“我们实现更大规模的艾克萨字节（exabyte）生产的方式是通过这些技术趋势，而不是停下来说，‘好吧，我要再建一个工厂，’ 因为那需要很长的交付时间，” 莫斯利说。</p>
<p>“公司的重点是 ‘让我们的整个制造运营更加高效，生产更多的艾克萨字节，’ 莫斯利说。‘然后我们向客户展示，他们会说，‘我会接受。’”</p>
<h2>人工智能存储需求持续激增</h2>
<p>投资者的担忧出现在快速扩张的人工智能基础设施市场的背景下，该市场推动了对数据存储、内存芯片和半导体硬件的强劲需求。</p>
<p>西部数据通过其大容量数据存储产品与人工智能基础设施的建设紧密相关，这些产品在支持人工智能工作负载的超大规模数据中心中越来越多地使用。</p>
<p>与此同时，整个内存和存储行业面临供应紧张的局面。</p>
<p>对西部数据股价的额外压力来自于对三星电子的担忧，三星是内存芯片生态系统中的关键供应商。</p>
<p>三星的工人目前威胁要采取劳动行动，这可能会扰乱内存芯片的生产，进一步增加全球半导体供应链的不确定性。</p>
<p>包括美光科技、英伟达、博通和英特尔在内的其他与人工智能相关的半导体公司的股票在周一的交易中也下跌。</p>
<h2>上升的收益率给科技行业施加压力</h2>
<p>更广泛的宏观经济条件也导致科技股疲软。</p>
<p>周一，美国 10 年期国债收益率攀升至约 4.63%，达到自 2025 年初以来的最高水平，投资者对此反应是由于与高油价和与伊朗相关的持续地缘政治紧张局势有关的通胀担忧。</p>
<p>较高的国债收益率通常会对高增长科技股施加压力，因为它降低了未来收益预期的吸引力。</p>
<p>尽管周一股价大幅下跌，分析师对西部数据与人工智能基础设施支出相关的长期增长前景仍持乐观态度。</p>
<p>上周，Evercore 将西部数据的目标股价从 750 美元上调至 1000 美元，同时维持 “跑赢大盘” 的评级，理由是高效的供应管理、技术进步以及该公司所描述的 “强劲” 需求背景。</p>
<p>西部数据股价因人工智能需求引发的产能担忧下滑 7% 的文章首次出现在 Invezz 上。</p>

希捷科技

<p>希捷科技的股价下跌了 7%，因为首席执行官 Dave Mosley 对公司满足日益增长的与人工智能相关的数据存储需求的能力表示担忧。尽管对长期的人工智能驱动需求持乐观态度，投资者对他关于推迟制造能力扩张的评论反应消极。更广泛的市场压力，包括国债收益率上升和地缘政治紧张局势，也对科技股产生了影响。分析师对希捷的增长仍持乐观态度，Evercore 将其目标股价上调至 1,000 美元</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Seagate-HDD.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Seagate-HDD.png"/></p>
<p>Shares of Seagate Technology (STX) fell sharply on Monday after comments from CEO Dave Mosley raised investor concerns that the company may struggle to keep pace with surging artificial-intelligence-related demand for data storage solutions.</p>
<div class="lb-trans"><p>西部数据科技（Seagate Technology，股票代码：STX）周一股价大幅下跌，此前首席执行官戴夫·莫斯利（Dave Mosley）的评论引发了投资者对公司可能难以跟上与人工智能相关的数据存储解决方案激增的需求的担忧。</p>
</div><p>Seagate shares dropped roughly 7% during trading after Mosley discussed the company’s manufacturing strategy at the JPMorgan Global Technology, Media and Communications Conference.</p>
<div class="lb-trans"><p>在摩根大通全球科技、媒体和通信会议上，莫斯利讨论了公司的制造战略后，西部数据的股价在交易中下跌了大约 7%。</p>
</div><p>The selloff came despite continued optimism surrounding long-term AI-driven demand for storage infrastructure, as investors reacted negatively to signs that Seagate is reluctant to aggressively expand manufacturing capacity.</p>
<div class="lb-trans"><p>尽管对长期人工智能驱动的存储基础设施需求仍持乐观态度，但投资者对西部数据不愿意积极扩大生产能力的迹象反应消极，导致股价下跌。</p>
</div><p>The broader semiconductor and AI infrastructure sector also faced pressure Monday amid rising Treasury yields, inflation concerns, and ongoing geopolitical tensions tied to the Middle East conflict.</p>
<div class="lb-trans"><p>周一，整个半导体和人工智能基础设施行业也面临压力，原因是国债收益率上升、通胀担忧以及与中东冲突相关的持续地缘政治紧张局势。</p>
</div><h2>CEO comments spark manufacturing concerns</h2>
<div class="lb-trans"><h2>首席执行官评论引发制造担忧</h2>
</div><p>At the JPMorgan conference, Mosley said Seagate had intentionally delayed adding manufacturing capacity until the company became confident that long-term forecasts tied to AI-related storage demand were sustainable.</p>
<div class="lb-trans"><p>在摩根大通会议上，莫斯利表示，西部数据故意推迟增加生产能力，直到公司对与人工智能相关的存储需求的长期预测可持续性充满信心。</p>
</div><p>“Now it appears that not only are the forecasts real, but the demand is significantly higher,” Mosley said.</p>
<div class="lb-trans"><p>“现在看来，预测不仅是真实的，而且需求显著更高，” 莫斯利说。</p>
</div><p>However, investors appeared concerned after Mosley suggested that building new manufacturing facilities would take too long and could eventually create excess capacity risks.</p>
<div class="lb-trans"><p>然而，投资者似乎对莫斯利暗示建设新制造设施将耗时过长，并可能最终导致过剩产能风险感到担忧。</p>
</div><p>“We're targeting mid-20s% growth, which is enormous CAGR, the only way we're gonna get there is to be able to go through those technology transitions... That's really the way we're driving it. If we took the teams off and started building new factories or bringing up new machines, it would just take too long,” Mosley stated.</p>
<div class="lb-trans"><p>“我们的目标是实现中 20% 的增长，这是一种巨大的复合年增长率，唯一的办法就是能够经历这些技术转型……这确实是我们推动的方式。如果我们把团队撤掉，开始建设新工厂或引进新机器，那将耗时太长，” 莫斯利表示。</p>
</div><p>Earlier this month, Mosley similarly told Bloomberg that Seagate’s strategy focuses on improving technology and manufacturing efficiency rather than expanding physical factory capacity.</p>
<div class="lb-trans"><p>本月早些时候，莫斯利在接受彭博社采访时表示，西部数据的战略侧重于提高技术和制造效率，而不是扩大实体工厂的产能。</p>
</div><p>“The way for us to get to much bigger exabyte production is to jump through these technology trends, not to stop and say, ‘Okay, I’ll build another factory,’ because that’s a long lead time,” Mosley said.</p>
<div class="lb-trans"><p>“我们实现更大规模的艾克萨字节（exabyte）生产的方式是通过这些技术趋势，而不是停下来说，‘好吧，我要再建一个工厂，’ 因为那需要很长的交付时间，” 莫斯利说。</p>
</div><p>“The company’s focus is on “making our entire manufacturing operations much more efficient, getting more exabytes out,” Mosley said. “And then we’re showing that to customers, and they’re saying, ‘I’ll take it.’”</p>
<div class="lb-trans"><p>“公司的重点是 ‘让我们的整个制造运营更加高效，生产更多的艾克萨字节，’ 莫斯利说。‘然后我们向客户展示，他们会说，‘我会接受。’”</p>
</div><h2>AI storage demand continues surging</h2>
<div class="lb-trans"><h2>人工智能存储需求持续激增</h2>
</div><p>Investor concerns emerged against the backdrop of a rapidly expanding AI infrastructure market that has fueled strong demand for data storage, memory chips, and semiconductor hardware.</p>
<div class="lb-trans"><p>投资者的担忧出现在快速扩张的人工智能基础设施市场的背景下，该市场推动了对数据存储、内存芯片和半导体硬件的强劲需求。</p>
</div><p>Seagate remains closely tied to the AI infrastructure buildout through its mass-capacity data storage products, which are increasingly used in hyperscale data centers supporting artificial intelligence workloads.</p>
<div class="lb-trans"><p>西部数据通过其大容量数据存储产品与人工智能基础设施的建设紧密相关，这些产品在支持人工智能工作负载的超大规模数据中心中越来越多地使用。</p>
</div><p>At the same time, the broader memory and storage industry faces tightening supply conditions.</p>
<div class="lb-trans"><p>与此同时，整个内存和存储行业面临供应紧张的局面。</p>
</div><p>Additional pressure on Seagate shares came from concerns surrounding Samsung Electronics, a key supplier within the memory-chip ecosystem.</p>
<div class="lb-trans"><p>对西部数据股价的额外压力来自于对三星电子的担忧，三星是内存芯片生态系统中的关键供应商。</p>
</div><p>Samsung workers are currently threatening labor action that could potentially disrupt memory-chip production, adding further uncertainty to the global semiconductor supply chain.</p>
<div class="lb-trans"><p>三星的工人目前威胁要采取劳动行动，这可能会扰乱内存芯片的生产，进一步增加全球半导体供应链的不确定性。</p>
</div><p>Shares of other AI-related semiconductor companies, including Micron Technology, Nvidia, Broadcom, and Intel, also moved lower during Monday’s session.</p>
<div class="lb-trans"><p>包括美光科技、英伟达、博通和英特尔在内的其他与人工智能相关的半导体公司的股票在周一的交易中也下跌。</p>
</div><h2>Rising yields add pressure to tech sector</h2>
<div class="lb-trans"><h2>上升的收益率给科技行业施加压力</h2>
</div><p>Broader macroeconomic conditions also contributed to weakness across technology stocks.</p>
<div class="lb-trans"><p>更广泛的宏观经济条件也导致科技股疲软。</p>
</div><p>The yield on the US 10-year Treasury note climbed to approximately 4.63% on Monday, reaching its highest level since early 2025 as investors reacted to rising inflation concerns tied to elevated oil prices and ongoing geopolitical tensions involving Iran.</p>
<div class="lb-trans"><p>周一，美国 10 年期国债收益率攀升至约 4.63%，达到自 2025 年初以来的最高水平，投资者对此反应是由于与高油价和与伊朗相关的持续地缘政治紧张局势有关的通胀担忧。</p>
</div><p>Higher Treasury yields often pressure high-growth technology stocks by reducing the attractiveness of future earnings expectations.</p>
<div class="lb-trans"><p>较高的国债收益率通常会对高增长科技股施加压力，因为它降低了未来收益预期的吸引力。</p>
</div><p>Despite Monday’s sharp decline, analysts remain broadly optimistic about Seagate’s long-term growth prospects tied to artificial intelligence infrastructure spending.</p>
<div class="lb-trans"><p>尽管周一股价大幅下跌，分析师对西部数据与人工智能基础设施支出相关的长期增长前景仍持乐观态度。</p>
</div><p>Last week, Evercore raised its price target on Seagate to $1,000 from $750 while maintaining an “Outperform” rating, citing efficient supply management, technological advancements, and what the firm described as a “robust” demand backdrop.</p>
<div class="lb-trans"><p>上周，Evercore 将西部数据的目标股价从 750 美元上调至 1000 美元，同时维持 “跑赢大盘” 的评级，理由是高效的供应管理、技术进步以及该公司所描述的 “强劲” 需求背景。</p>
</div><p>The post Seagate stock slides 7% as AI demand sparks capacity fears appeared first on Invezz</p>
<div class="lb-trans"><p>西部数据股价因人工智能需求引发的产能担忧下滑 7% 的文章首次出现在 Invezz 上。</p>
</div>

由于人工智能需求引发产能担忧，希捷科技股价下跌 7%