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8 月 4 日，美國硬碟與 NAND Flash 大廠威騰電子（WDC）公布了最新季報。今天站長小鄭與大家分享他從威騰季報中嗅到的產業趨勢，以及對台股相關公司的可能影響。威騰電子的下季展望真的如公司本身說的如此保守嗎？會如何牽動台股的記憶體模組與上游硬碟零組件業者的表現？ 如果對於我們的美股系列有任何問題，歡迎留言討論 。 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog
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