My latest survey indicates that Seagate's 3Q23 HDD shipments will be about the same as in 2Q23, but YoY shipments will improve significantly to a decline of 5–10% YoY (vs. a decline of 20–25% YoY in 2Q23). Looking ahead to 4Q23, Seagate's HDD QoQ and YoY shipments will both grow by 5–10%, indicating that the worst for Seagate will soon be over.
The main reasons why Seagate can resume QoQ and YoY growth in 4Q23 are as follows: 1) the recovery of general server demand is better than expected, 2) PC demand has bottomed out, and 3) the lower shipment base in 4Q23.
Whether Seagate's improved HDD shipment momentum can continue into 1Q24 or beyond remains to be monitored closely, but it is clear that the worst will soon be over for Seagate, and the stock could benefit from this change in the coming months.
Happy weekend folks and happy deepavali to those celebrating!
Since I got nothing better to do, I curated a video to make a fair assessment on $DUFU and how Mr. Lee Hui Ta can charter their next progress GOING FORWARD. JCY is one of the competitors of DUFU so I thought maybe its relevant to share it here. And appreciate everyone's feedback if I miss anything IMPORTANT! THANKS! https://youtu.be/WAAeNLF8zJ8?si=cM3ul84XoFIdWFVv
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
1009
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Posted by 1009 > 2023-04-14 13:34 | Report Abuse
问…
比特币正在往31000价位冲刺,带动整个虚拟币板块,是否有帮助到JCY的HDD业务一些催化作用吗?
GPT4.0答…
根据我的搜索结果123,比特币和HDD业务的关系可能有以下几个方面:
* 比特币是一种基于区块链技术的虚拟加密数字货币,区块链是一种分布式的账本数据结构,记录了所有的交易行为。
* 比特币的交易和挖矿需要大量的计算能力和存储空间,因此对HDD(硬盘驱动器)的需求也很大。
* HDD业务是指生产和销售HDD的行业,HDD是一种常见的存储设备,可以用于存储各种数据,包括比特币的区块链数据。
* HDD业务可能受到比特币价格和市场的影响,比特币价格上涨可能会刺激更多的人参与比特币交易和挖矿,从而增加对HDD的需求;反之亦然。
* HDD业务也可能受到其他因素的影响,例如技术创新、竞争环境、供应链状况等,因此不能单纯地将HDD业务与比特币挂钩。
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以上是我的回答,希望对您有所帮助。如果您还有其他问题,欢迎继续提问。