标的：铭异 分析/正文： 铭异台湾最纯的HDD零组件股，AI服务器需求，让原本日薄西山的HDD起死回生，最近缺货又涨价，外电已经开始关注。 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 如果你还不相信HDD需求，这张富比世文章的图可以说明一切。 https://i.imgur.com/NhB7FGo.jpeg 进退场机制：昨天买跌停，我笑不停，27以下都可进场，不默认高点