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