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필라델피아 반도체 지수 8연속 하락 후 메모리 칩 반등 주도…모건스탠리, HDD 슈퍼사이클 지속 전망, 시게이트·웨스턴디지털 80% 상승 예측

Moomoo · 2026.10.20 22:37 · 원문 사이트
🇰🇷 한글 번역
필라델피아 반도체 지수가 8연속 하락한 후, 메모리 칩이 반등 선두에 나섰다. 모건스탠리는 하드디스크드라이브(HDD)의 슈퍼사이클이 아직 끝나지 않았다고 주장하며, 시게이트와 웨스턴디지털의 주가가 80% 급등할 것으로 전망했다.    무무
📄 원문 (English)
After eight consecutive declines in the Philadelphia Semiconductor Index, memory chips are leading the rebound! Morgan Stanley asserts that the HDD supercycle is not yet over, predicting an 80% surge for Seagate and Western Digital.    Moomoo
▶ 칩 라이브 24 홈으로 — chiplive24.com

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