【The Motley Fool】希捷 vs 西部数据：谁才是 2026 存储之王

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欢迎来到最新杂牌智者排行榜

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我正在稳步推进，我们有长期的智者

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托比·博德龙和里克·米纳雷斯

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为隐藏宝石数据库中前两百只股票打1到10分

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这是希捷科技股票代码

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S TX评分

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首先看企业实力

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包括行业和竞争等因素

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10分是无敌

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1分是无望

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托比得了7分

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里克

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你得了6分

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是的

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如果你和我同龄

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呃

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你幸运地拥有一台电脑

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里面配有硬盘驱动器

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这块存储容量的砖头由希捷或西部数据制造

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呃

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这两家公司仍主导该市场

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但存储解决方案显然已改变，希捷也随其变化

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现在也是固态硬盘和企业存储解决方案的主要玩家

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这属于周期性行业

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希捷过去十年中有五年的年营收为负增长

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所以我给了保守的6分

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是的

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呃

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我给7分

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你知道的

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希捷在这一市场形成双寡头垄断

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正如里克所提到的西部数据

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作为双寡头中的一员

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你的业务可能有底部支撑

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这里的情况就是这样

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我认为另一方无法满足所有需求

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如果你严重失误

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仍会默认获得部分业务

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以波音为例说明实际情况

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嗯

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但首先我们要做OPA的原因

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可能是无人看到该业务的巨大价值

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这也是潜在风险

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他们在定价权上存在限制

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还有来自新技术的竞争

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比如固态硬盘

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希捷在此竞争

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正如里克所指出的

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但还有许多新玩家进入该领域

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嗯

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他们目前正在受益于数据中心的激增

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但管理层指出这个行业存在周期性波动

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十号是沃伦·巴菲特

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一号是霍默

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辛普森托比说

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八号是里卡德

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九号

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是的

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所以CEO

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戴夫

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莫斯利是希捷的老员工

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呃

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他三十年前加入公司

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刚获得凝聚态物理博士学位

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在担任CEO前已在公司各层级担任领导职务（2017年就任）

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值得注意的是

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尽管他直到去年才当选希捷董事会

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现在已成为董事长

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呃

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他一年前就被引入环宇逻辑董事会

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这表明他在科技界备受尊重（99%好评率）

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呃

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Glassdoor好评率

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这就是真爱啊

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是的

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莫斯先生表现卓越

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喜欢看到从基层晋升至高层的人才

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高好评率非常棒

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团队在行业变革中展现出卓越执行力

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周期性波动确实很稳固

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上季度营收超出预期

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我喜欢他们的纪律性和所做工作

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并专注于核心事务

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例如

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存储密度提升

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而非单纯追求数量增长

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没错

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最终带来更高利润率

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这对十号财务状况堪称堡垒

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一号是惊呆了

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你们俩都有七胜记录

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是的

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所以啊

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这将是一场抛硬币

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年份

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对于赛特

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正如往常一样

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当一半年份盈利一半亏损时

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呃

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今年将是积极的一年

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收入持续增长

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截至财年2026年上半年收入同比增长20%

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而净利润增长更快

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势头强劲

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过去一年持续超越华尔街盈利预期

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我给了7分

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是的

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我也是

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这里充满动能

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良好的利润率

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不错的营收增长

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强劲现金流

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手中现金充足

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他们也在改善资产负债表

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近期已偿还部分债务

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同时维持稳定分红

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在周期性行业顺境中该做

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嗯

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稳健的财务管理但略高

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我已关注过

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但再次

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他们做得很好

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管理得当

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这很好

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好的托比

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接下来进入评估

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我们将如何评估

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安全程度如何反映问题

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一次

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彩票般机会

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我再给10-15%

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低位介入

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近期可能已上涨

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但还能持续增长

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若数据中心热潮持续

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安全评分5分

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呃

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若数据中心热潮持续

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部分是关键因素

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我不清楚收入来源

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若该领域下滑

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至少短期内

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几乎成单一业务

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在数据方面

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他们并非如此

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但所有增长均来自这里

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嗯

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估值方面稍显担忧

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是的

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我打算采用年化5%到10%的五年增长预期

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我应该定得更高一些

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但竞争对手西部数据近期增长更快

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仅仅通过类似训练

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呃

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未来一年

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低二十倍的市盈率

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在安全方面

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我选择了五

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呃

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考虑到过去几年收入已减半

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过去十年间

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西雅图的资产负债表保持了我的谨慎

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我给西数打C级5分

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感谢里克和托比

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他们给西数给出了不错的综合评分6分

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满分十分中7分

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里克和托比

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建议关注西部数据 每个交易日收盘后查看新榜单

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东部时间七点后继续关注资本一号

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我完全预期某天会看到非常糟糕的

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比如蓝色和玉米色覆盖其上

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如果发生这种情况我会笑出来

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