美股詳情

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西部數據

236.39

-6.9000-2.84%

盤後：235.86-0.5300-0.22%19:59 EST

成交量：611.57萬

成交額：14.49億

市值：808.22億

市盈率：34.27

高：243.25

開：240.75

低：232.20

收：243.29

52周最高：247.94

52周最低：28.83

股本：3.42億

流通股本：3.40億

量比：0.73

換手率：1.80%

股息：0.33

股息率：0.14%

每股收益(TTM):6.90

每股收益(LYR):5.31

淨資產收益率：29.71%

總資產收益率：8.28%

市淨率：13.73

市盈率(LYR):44.48

資料載入中...

總覽公司新聞資訊公告

財報前瞻｜西部數據本季度營收預計至29.24億美元，機構多為看多上調目標價

富國銀行上調閃迪和西部數據目標價

【美股盤前】存儲板塊走強，西部數據升逾4%；中概股普漲，阿里巴巴升逾5%；格陵蘭養老基金考慮從美股撤資；黃仁勳：英偉達已取代蘋果成為台積電最大客户

每日经济新闻

三星迴應「記憶體漲價80%」傳聞：並未對所有產品全面漲價

老虎资讯综合

美股夜盤 | 存儲概念股續漲，SanDisk、西部數據升逾2%；Moderna續漲逾5%，該股隔夜飆漲近16%

老虎资讯综合

存儲「漲飛」！「美股最強」閃迪升逾10%，美光、西部數據、希捷科技齊刷新高

华尔街见闻

存儲芯片股漲勢延續，美光、閃迪及西部數據齊創新高

存儲概念全線飄紅西部數據(WDC)、美光科技(MU)升逾4% 供應端拉漲致NAND價格累計漲兩到三倍

存儲芯片「貧富差距」拉大，贏家輸家到底怎麼選？

华尔街见闻

從CES 2026看趨勢：閃迪車規級存儲支撐汽車的持續進化

BUZZ-希捷和西部數據因第二季度前景強勁而被 BofA 調高 PT 後上漲

Susquehanna上調西部數據目標價至205美元

美光：預計前所未有的存儲芯片短缺將持續到2026年之後

老虎资讯综合

一周美股牛榜 | Moderna周升近22%，預計去年銷售額達19億美元；AMD周升14%，獲大行看升至270美元；西部數據漲幅超10%

老虎资讯综合

2026年1月存儲產品價格大幅上漲

實時市場-芯片相關公司是否挑戰輪動説法？

美國股票-華爾街上漲，芯片製造商在震盪的一周結束時跳漲

西部數據(WDC)盤前升逾4% 富國銀行升公司目標價44.44%

前方高能! AI燃爆存儲芯片超級周期這位業績跑贏97%同行的基金經理押注「存儲」為最佳主題

美股異動丨閃迪、西部數據雙雙創新高，機構指AI正創造「前所未有的存儲超級周期」

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17:54","pubTimestamp":1769075657,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】截至发稿，道指期货涨0.29%、标普500指数期货涨0.49%、纳指期货涨0.74%。②【存储板块盘前走强，西部数据涨超4%】存储板块盘前走强。截至发稿，西部数据涨超4%，美光科技涨3.8%，希捷科技涨2.7%。③【中概股普涨，阿里巴巴涨超5%】中概股盘前普涨。截至发稿，阿里巴巴涨超5%，拼多多、百度、京东涨1.1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601223627494553.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601223627494553.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IE0009G5SDU7.USD","LU0266013472.USD","BK4571","BK4554","LU0264606111.USD","CHAU","2NVD.UK","LU1951200564.SGD","IE000YTNTUN2.SGD","LU2602419157.SGD","IE00B3S45H60.SGD","IE00BMPRXN33.USD","IE00BJJMRY28.SGD","LU1868837722.USD","LU1935043023.USD","LU2237443549.SGD","IE00BWXC8680.SGD","LU0070217475.USD","LU0310800379.SGD","LU1116320737.USD","LU2191332357.HKD","SG9999004220.SGD","LU0251132253.USD","LU1323610961.USD","BK4122","LU1935042215.USD","LU0158827948.USD","LU1035775433.USD","BK4579","LU2458330243.SGD","IE00BFMHRM44.USD","IE00B1XK9C88.USD","LU0348816934.USD","LU2063271972.USD","LU1923622291.USD","LU0080751232.USD","LU0345768153.USD","IE00B7KXQ091.USD","LU2473716301.USD","LU2361045086.USD","LU2125154778.USD","LU1720051017.SGD","LU2491049909.HKD","LU0651946864.USD","ALBmain","LU2065171402.SGD","LU0511384066.AUD","LU1316542783.SGD","SNVD.UK","LU2087625088.SGD","IE00BFSS8Q28.SGD","LU2420271590.USD","LU2226246903.HKD","LU0109392836.USD","LU2471134952.CNY","IE00BBT3K403.USD","LU0795875086.SGD","LU0328353924.USD","LU0724617625.USD","SG9999018865.SGD","LU1992135399.USD","LU2249611893.SGD","SGXZ23171101.USD","LU1814569148.SGD","LU2505996681.GBP","IE00B5949003.HKD","SGXZ81514606.USD","LU1508157978.USD","LU1496350171.SGD","LU2272731782.SGD","LU0061475181.USD","LU2381873111.SGD","LU0128525929.USD","LU2244417387.USD","LU0823421416.USD","BK4602","LU2456880835.USD","LU0823421333.USD","IE00BDCRKT87.USD","LU1989771016.USD","LU1868836591.USD","LU1791710400.SGD","LU2461242641.AUD","IE00BSNM7G36.USD","LU1868837300.USD","LU0985320562.USD","LU2023250843.SGD","LU2471134879.HKD","LU2168564495.EUR","LU1069347547.HKD","IE00BLSP4239.USD","LU2552382215.SGD","LU0107464264.USD","LU0314104364.USD","LU0889565833.HKD","LU2357305700.SGD","SG9999014575.USD","LU0882574139.USD","LU1153585028.USD","NVDW","LU0072462343.USD","LU1769817096.USD","LU2430703095.HKD","IE00BLSP4452.SGD","LU2471134796.USD","LU1804176565.USD","LU2054465674.USD","LU0052756011.USD","IE00BK4W5L77.USD","LU1048588211.SGD","LU2360107168.USD","LU2168564222.USD","LU2272731865.HKD","LU1934455863.HKD","LU1003077747.HKD","BK4588","BK4591","BK4608","BK4512","LU0353189763.USD","LU0210528500.USD","LU2065169927.USD","LU2211814178.USD","LU0541502299.USD","LU0572940350.SGD","LU0198837287.USD","LU2242650005.HKD","09988","LU2290526834.HKD","NVD3.UK","BK4573","IE00B4YYXB79.USD","LU0345770308.USD","LU0053666078.USD","LU0726765562.USD","LU0868494708.USD","LU0689626769.HKD","LU2360106780.USD","LU0689472784.USD","LU2360032135.SGD","LU2433249047.HKD","LU1267930813.SGD","LU2491050071.SGD","LU1989764664.SGD","LU1917777945.USD","BK4526","SG9999014542.SGD","LU1721428933.USD","3NVD.UK","BK4612","LU0106959298.USD","LU0823414478.USD","LU2896262040.SGD","LU0784383803.USD","LU0077335932.USD","LU1988902786.USD","LU0057025933.USD","LU0918141705.HKD","LU0359202008.SGD","ASHS","LU0323591593.USD","LU0820561818.USD","LU2294711713.HKD","LU0444973449.USD","LU1116320901.HKD","LU0708995401.HKD","LU1868838027.USD","SG9999014880.SGD","LU1732800096.USD","LU0314106906.USD","LU1769817179.HKD","LU0880133367.SGD","LU0029864427.USD","LU2361044949.HKD","HK0000914660.USD","LU1861127337.USD","LU2286300806.USD","LU0788109477.HKD","LU0708994859.HKD","LU1974910355.USD","LU2357125470.USD","IE000KEQY171.SGD","LU0056508442.USD","LU0823434740.USD","LU2265009873.SGD","LU1244550494.USD","IE00B5TLWC47.USD","LU0979878070.USD","LU1852331112.SGD","LU0683600562.USD","LU0957791311.USD","LU0345770993.USD","LU0082616367.USD","LU0127658192.USD","LU2236285917.USD","IE00B3M56506.USD","SG9999014567.USD","LU2462157665.USD","LU2083900584.USD","LU1934455277.USD","IE00B775H168.HKD","LU0097036916.USD","LU2237957811.SGD","SG9999000418.SGD","LU2347655073.USD","LU0878004406.USD","IE00BZ1G4Q59.USD","LU0128525689.USD","BK4531","IE00B3SWFQ91.USD","LU0265550359.USD","LU1712237335.SGD","LU0006061336.USD","IE00BJLML261.HKD","LU0918141887.USD","LU1037948897.HKD","LU1206713676.USD","LU0795875169.SGD","LU0215105999.USD","LU0501845795.SGD","BK4592","LU1066051225.USD","LU0942090050.USD","BK4607","LU1301847155.USD","LU1718418525.SGD","LU0234572021.USD","LU0072913022.USD","LU2860962120.EUR","LU0225283273.USD","LU0289960550.SGD","LU0106261372.USD","L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Lab跌超4%，此前宣布其Neutron火箭系统结构极限测试中出现故障;Moderna续涨超5%，该股隔夜飙涨近16%！mRNA癌症疫苗联合疗法2b结果公布，复发或死亡风险近半；游戏驿站涨超5%，CEO斥资增持50万股，持股比例升至9.2%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0006061336.USD","LU1642822529.SGD","WDC","BK4588","LU1235294995.USD","BK4512","LU1046421795.USD","LU1823568750.SGD","GB00BDT5M118.USD","SNDK","LU1069347547.HKD","BK4170","BK4585","LU1035773651.USD","MRNA","LU0081259029.USD","LU0476273544.USD","LU0444973449.USD","LU0444971666.USD","LU1815336760.USD","LU0957808578.USD"],"gpt_icon":0},{"id":"2605623432","title":"存儲「漲飛」！「美股最強」閃迪升逾10%，美光、西部數據、希捷科技齊刷新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2605623432","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605623432?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 08:45","pubTimestamp":1769042704,"startTime":"0","endTime":"0","summary":"美股存储板块集体狂飙创新高，闪迪单日暴涨10.63%，年内已飙升82%。分析认为，AI基础设施建设对高性能存储的渴求，叠加主要厂商的减产保价策略，已导致市场供需结构发生根本性逆转，行业正从传统的周期性波动转向“高利润、稳价格”的类代工模式，2026年价格上涨趋势或将持续深化。","market":"sg","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3763880","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763880","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"存储“涨飞”！“美股最强”闪迪涨超10%，美光、西部数据、希捷科技齐刷新高","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","STX","SND","WDC"],"gpt_icon":1},{"id":"2605486117","title":"存儲芯片股漲勢延續，美光、閃迪及西部數據齊創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2605486117","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605486117?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 23:23","pubTimestamp":1769008991,"startTime":"0","endTime":"0","summary":"1月21日，存储芯片股涨势延续，美光科技、西部数据涨超5%，闪迪一度涨4.6%，均刷新历史高位。消息面上，韩国两大存储芯片巨头三星电子和SK海力士据报将继续削减NAND闪存产量，或进一步加剧供应短缺情况。美光高管近日则重申内存短缺的状况将持续到2026年以后。此外，花旗近期上调对多家存储芯片制造商的目标价，其中对闪迪目标价的上调幅度最大，将其目标价从280美元上调至490美元，维持“买入”评级。花旗在报告中指出，这些公司仍然是“超大规模数据中心强劲的需求支撑存储价格上涨”的主要受益者。(格隆汇)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121232618a69ce357&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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QLC价格累计涨幅已高达两到三倍。去年四季度以来，面对NAND资源价格持续攀升，前期下游存储厂商尚可依赖原有低价库存缓冲成本压力，但经历连续数月资源价格大涨，加上未来一段时间内难以预估的涨势，存储更加注重成本管控，持续关注新采购的资源价格，并将该成本反映至相应的成品中。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296458","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1323610961.USD","LU0889566641.SGD","LU0203347892.USD","BK4575","LU0444973449.USD","LU2048586759.USD","LU0889565833.HKD","LU1803068979.SGD","LU2458330169.SGD","LU1069347547.HKD","LU1316542783.SGD","LU0203345920.USD","MU","LU0274383776.USD","BK4141","BK4170","BK4543","LU1642822529.SGD","LU2250418816.HKD","LU2286300806.USD","MUD","LU1823568750.SGD","LU0476273544.USD","LU2211815571.USD","IE00B19Z3581.USD","BK4605","BK4554","LU0792757196.USD","BK4527","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU0109392836.USD","LU1366333091.USD","LU2089985449.USD","LU0081259029.USD","LU0157215616.USD","LU0719512351.SGD","LU0957808578.USD","GB00BDT5M118.USD","LU0082616367.USD","BK4579","LU1815336760.USD","LU1852331112.SGD","LU0006061336.USD","WDC","BK4553","LU0642271901.SGD","LU0056508442.USD","LU1046421795.USD","BK4585","LU0127658192.USD","LU1035773651.USD","BK4588","LU1267930813.SGD","LU2458330243.SGD","BK4532","LU2360106780.USD","LU2931357623.SGD","BK4566","LU0444971666.USD","IE0002270589.USD","MULL","BK4512","LU1235294995.USD","RMBS","BK4533"],"gpt_icon":0},{"id":"1102396222","title":"存儲芯片「貧富差距」拉大，贏家輸家到底怎麼選？","url":"https://stock-news.laohu8.com/highlight/detail?id=1102396222","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102396222?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 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2026看趨勢：閃迪車規級存儲支撐汽車的持續進化","url":"https://stock-news.laohu8.com/highlight/detail?id=2605635178","media":"天极网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605635178?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 13:09","pubTimestamp":1768972176,"startTime":"0","endTime":"0","summary":"正因如此，能够满足车规级安全、耐久与性能标准的存储解决方案，已不再是普通部件，而是保障汽车稳定运行的核心支撑。SANDISKiNANDATEU752UFS4.1嵌入式闪存驱动器作为闪迪首款采用UFS4.1标准的车规级产品，专为智能网联汽车和软件定义汽车等新一代车载AI系统打造。在功能设计层面，闪迪车规级存储解决方案集成了健康状态监测、智能分区管理、自动刷新机制等多项功能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121134851a69ae16c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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日五个时间节点的市场追踪结果，涵盖希捷、西部数据、东芝、三星、金士顿、美光等主要品牌多类产品，反映全球主流存储设备市场价格变动趋势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117145634a7258745&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:05","pubTimestamp":1768575917,"startTime":"0","endTime":"0","summary":"美国股票-华尔街上涨，芯片制造商在震荡的一周结束时跳涨指数上涨：道指上涨 0.14%，标普 500 指数上涨 0.27%，纳斯达克指数上涨 0.49%道富银行第四季度利润下降，原因是支出增加电力生产商因抑制电价协议的报道而下跌早间价格更新Medha Singh/Pranav Kashyap. 华尔街主要股指 周五走高 ，原因是芯片制造商在本周的波动中重回主导地位，本周也标志着第四季度财报季的开始。存储芯片制造商领涨，美光MU.O、希捷科技STX.O和闪迪SNDK.O在2025年飙升的基础上又上涨2%到7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f4745e62e18b24638344babe1e955345","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260116:nL4S3YH18T:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ18W456.USD","LU2362541513.USD","LU0210533765.USD","BK4515","LU2362541273.HKD","LU0210536198.USD","LU2237957902.USD","BK4533","LU0203201768.USD","BK4532","IE00BKPKM429.USD","LU2326559502.SGD","BK4548","IE00BZ18W340.USD","LU1670627923.USD","IE00BMQBXF63.USD","LU0006061336.USD","LU2087625088.SGD","LU2361045086.USD","LU0957808578.USD","BK4550","SOXX","LU1720051108.HKD","BK4598","LU1046421795.USD","LU1778281490.HKD","BK4524","LU2065170008.USD","LU2896262040.SGD","LU0234572021.USD","BK4605","LU0006306889.USD","LU1548497426.USD","LU2552382132.HKD","LU0234570918.USD","IE00BZ1G4Q59.USD","LU2237957811.SGD","LU0109391861.USD","BK4566","LU0127658192.USD","LU2461242641.AUD","LU2089985449.USD","IE00B19Z3581.USD","LU0106261372.USD","LU1093756168.USD","LU2361044865.SGD","LU2552382058.USD","SGXZ23171101.USD","IE00BQXX3F31.USD","LU1267930730.SGD","LU0708995401.HKD","IE00BKVL7J92.USD","LU0321505439.SGD","LU2931357623.SGD","LU1621767737.EUR","LU1621767810.EUR","BK4535","SGXZ51526630.SGD","IE00B19Z8X17.USD","LU0256863811.USD","LU1064131342.USD","LU1232071149.USD","LU2860962120.EUR","LU2065171402.SGD","LU1127390331.HKD","LU1989764664.SGD","IE00B19Z3B42.SGD","LU2148611432.USD","BK4170","LU1093756325.SGD","LU0082616367.USD","MU","IE00BD4GTV84.USD","BK4507","LU0353189763.USD","LU2361044949.HKD","LU0203202063.USD","LU0786609619.USD","IE00B19Z9P08.USD","IE00BFMHRM44.USD","LU0942090050.USD","LU0097036916.USD","LU1988902786.USD","LU0225283273.USD","LU2384288077.EUR","LU2065169927.USD","BK4602","IE00BD4GTW91.USD","BK4081","IE00B19Z9Z06.USD","LU1815336760.USD","IE0002270589.USD","LU0215105999.USD","SG9999004303.SGD","LU1621768115.EUR","BK4534","STX","IE00B7SZLL34.SGD","LU0868494708.USD","LU1429558221.USD","LU1823568750.SGD","LU2264538146.SGD","LU1069347547.HKD","LU1316542783.SGD","BK4551","LU1720051017.SGD","LU1814569148.SGD","LU2362540622.SGD","LU0203347892.USD","BK4575","LU2065171311.SGD","LU1235294995.USD","SGXZ99366536.SGD","LU0444973449.USD","LU0476273544.USD","BK4588","LU1035775433.USD","BK4581","BK4543","IE00B19Z8W00.USD","BK4612","LU1366192091.USD","BK4585","LU1035773651.USD","LU2357305700.SGD","SGXZ81514606.USD","BK4579","IE00BQXX3D17.EUR","BK4141","BK4587","LU0256863902.USD","LU0203345920.USD","IE00B894F039.SGD","BK4554","LU0274383776.USD","GB00BDT5M118.USD","BK4529","IE00B19Z9505.USD","IE00BQXX3C00.GBP","LU0077335932.USD","LU0320765059.SGD","LU1670628061.USD","BK4606","LU0444971666.USD","LU0417517546.SGD","LU0642271901.SGD","LU0882574139.USD","LU0081259029.USD","LU2108987350.USD","LU1674673428.USD","IE00BD4GTT62.SGD","LU1642822529.SGD","LU1435385759.SGD","LU2552382215.SGD","LU0719512351.SGD","LU2543165471.USD","BK4512","BK4527","LU0672654240.SGD","LU1674673691.USD","BK4105","LU1621768206.USD","LU1069344957.HKD","BK4108","LU0868494617.USD","LU0353189680.USD","WDC","LU0321505868.SGD","LU0079474960.USD"],"gpt_icon":1},{"id":"2603985099","title":"西部數據(WDC)盤前升逾4% 富國銀行升公司目標價44.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2603985099","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603985099?lang=zh_tw&edition=fundamental","pubTime":"2026-01-16 19:42","pubTimestamp":1768563730,"startTime":"0","endTime":"0","summary":"金吾财讯 | 西部数据(WDC)盘前涨超4%，截至发稿，报231.920美元。分析师Mark Newman及其团队指出，AI驱动的数据爆炸正在创造一个“前所未有的存储超级周期”。此外，富国银行将西部数据的目标股价从180美元上调至260美元。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296353","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957808578.USD","BK4170","LU1642822529.SGD","BK4585","LU1046421795.USD","LU0444973449.USD","LU0476273544.USD","LU1035773651.USD","WDC","LU1815336760.USD","LU0081259029.USD","BK4512","BK4588","GB00BDT5M118.USD","LU0006061336.USD","LU1235294995.USD","LU1823568750.SGD","LU0444971666.USD","LU1069347547.HKD"],"gpt_icon":0},{"id":"2603539319","title":"前方高能! AI燃爆存儲芯片超級周期 這位業績跑贏97%同行的基金經理押注「存儲」為最佳主題","url":"https://stock-news.laohu8.com/highlight/detail?id=2603539319","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603539319?lang=zh_tw&edition=fundamental","pubTime":"2026-01-16 10:14","pubTimestamp":1768529694,"startTime":"0","endTime":"0","summary":"2026年迄今涨幅已经高达18%。自2015年起，他便长期持有这两只存储芯片股票，并且对它们的看涨信心愈加坚定且更加长期。分析师们补充称，韩国政府加码刺激举措，加之“存储芯片超级周期”所主导的强劲盈利增长趋势应会继续支撑韩国股市这一“牛市上行轨迹”。此外，企业级数据存储产品巨头们的涨幅同样强劲，希捷、闪迪和西部数据的2025年股价涨幅均超过200%，其中企业级SSD存储","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1393677.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2048586759.USD","BK4559","LU2417539215.USD","BK4533","LU1244550494.USD","BK4532","LU1668664300.SGD","LU1162221912.USD","LU0128525689.USD","BK4605","LU2250418816.HKD","LU1244550577.SGD","LU0072461881.USD","LU0792757196.USD","LU1244550221.USD","LU2125154778.USD","LU2236285917.USD","LU0648001328.SGD","BK4566","LU0127658192.USD","BK4553","LU0106831901.USD","HBM","LU2360106780.USD","LU2089985449.USD","IE00B19Z3581.USD","LU1201861249.SGD","LU1852331112.SGD","LU2458330243.SGD","LU0130517989.USD","LU2211815571.USD","LU0170899867.USD","LU2931357623.SGD","LU2458330169.SGD","LU1267930227.SGD","LU0098860793.USD","IE00B19Z3B42.SGD","LU0320765646.SGD","LU0980610538.SGD","LU0157215616.USD","LU0082616367.USD","MU","LU1366333091.USD","LU0056508442.USD","IE00BSNM7G36.USD","LU0130102774.USD","IE0002270589.USD","LU2462157665.USD","LU0310800965.SGD","BK4534","STX","IE00B7SZLL34.SGD","LU1316542783.SGD","BK4551","LU0203347892.USD","BK4575","LU2456880835.USD","LU1267930813.SGD","LU1791807156.HKD","BK4588","LU2286300806.USD","BK4543","BK4528","LU1366192091.USD","LU1323610961.USD","LU0162691827.USD","LU0477156953.USD","BK4023","BK4585","LU2125154935.USD","BK4579","BK4141","BK4587","LU0203345920.USD","BK4554","LU0274383776.USD","GB00BDT5M118.USD","BK4504","LU0889566641.SGD","BK4207","LU0642271901.SGD","LU0081259029.USD","LU2360032135.SGD","LU0719512351.SGD","BK4512","BK4527","BK4168","LU0052756011.USD","WDC"],"gpt_icon":1},{"id":"2603981961","title":"美股異動丨閃迪、西部數據雙雙創新高，機構指AI正創造「前所未有的存儲超級周期」","url":"https://stock-news.laohu8.com/highlight/detail?id=2603981961","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603981961?lang=zh_tw&edition=fundamental","pubTime":"2026-01-15 23:47","pubTimestamp":1768492021,"startTime":"0","endTime":"0","summary":"闪迪一度涨超9%，西部数据涨超6%，双双创新高；美光科技、Pure Storage涨超3%。\r\n\r\n　　消息面上，伯恩斯坦将闪迪的目标股价从300美元大幅上调至580美元，维持“跑赢大盘”评级。分析师Mark Newman及其团队指出，AI驱动的数据爆炸正在创造一个“前所未有的存储超级周期”。\r\n\r\n　　此外，富国银行上调多只存储概念的目标价，将闪迪的目标价从230美元上调至380美元，将西部数据的目标股价从180美元上调至260美元，将美光科技的目标价从335美元上调至410美元。(格隆汇)","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"bdef8f2bd3419c1e2f3858fa63cab115","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260115/31946235.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK4170","LU1069347547.HKD","LU1823568750.SGD","PSTG","LU0006061336.USD","BK4588","LU0444971666.USD","LU1235294995.USD","LU0476273544.USD","GB00BDT5M118.USD","LU1035773651.USD","LU0444973449.USD","WDC","BK4585","LU0081259029.USD","BK4512","LU1046421795.USD","LU1815336760.USD","LU1642822529.SGD","LU0957808578.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":12,"pageCount":1,"totalSize":234,"code":"91000000","status":"200"}]}}