[標的] 銘異 將迎來海運式暴漲

標的：銘異 分析/正文： 銘異台灣最純的HDD零組件股，AI伺服器需求，讓原本日薄西山的HDD起死回生，最近缺貨又漲價，外電已經開始關注。 路透: Sony to partner with Seagate on hard disk drives used for AI 集邦: AI Market Growth Rescues HDD, Driving Half-Year Price Surge of 20% 集邦: AI Boosts Demand for High-Capacity HDDs, as Seagate Expected to Follow with Price Increases Forbes: Will HDD Shortages Slow AI Training And Implementation? DIGITIMES: Generative AI and HAMR will drive next wave of growth for traditional hard disk drives The Register: Seagate joins the HDD price hike party, blames AI for spike in demand 如果你還不相信HDD需求，這張富比世文章的圖可以說明一切。 https://i.imgur.com/NhB7FGo.jpeg 進退場機制：昨天買跌停，我笑不停，27以下都可進場，不預設高點 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 111.82.197.128 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1715299854.A.180.html