美股詳情

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西部數據

245.25

-13.7800-5.32%

盤後：244.08-1.1700-0.48%19:59 EST

成交量：635.27萬

成交額：15.95億

市值：831.49億

市盈率：24.29

高：259.16

開：249.98

低：244.20

收：259.03

52周最高：309.90

52周最低：28.83

股本：3.39億

流通股本：3.39億

量比：0.73

換手率：1.87%

股息：0.33

股息率：0.13%

每股收益(TTM):10.09

每股收益(LYR):5.14

淨資產收益率：41.13%

總資產收益率：9.15%

市淨率：11.69

市盈率(LYR):47.72

資料載入中...

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16:29","pubTimestamp":1772526588,"startTime":"0","endTime":"0","summary":"同样的，LPDDR4X资源经历连续数月上涨过后，仅资源成本价格已高达$1.50/Gb以上。受新采购资源成本持续攀升影响，本周嵌入式eMMC、LPDDR4X价格全面上涨。值得关注的是，嵌入式产品价格大幅上涨正在重塑下游应用市场格局，存储厂商的客户结构也随之面临洗牌，未来其产品策略将更聚焦于机器人、无人机、3D打印、智能POS机等高价值应用领域。","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=nesSN20260303170629a69cd1de&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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15:06","pubTimestamp":1772521563,"startTime":"0","endTime":"0","summary":"2025年第四季度，三星、SK海力士、铠侠、美光、闪迪五大NAND闪存原厂合计营收211.725亿美元，环比增长23.8%。其中SK海力士（含Solidigm）环比增幅达47.8%，铠侠营收与bit出货量均创单季新高。展望2026年第一季度，受AI需求爆发及产能扩充有限影响，NAND供需严重失衡，合约价格预计环比上涨85%–90%；产能将持续向服务器端倾斜，重点供应超大容量QLC eSSD，消费类产品供应将被压缩。","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=nesSN20260303150822a4456a39&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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Flash供需严重失衡，原厂继续拉抬价格的意愿强烈，TrendForce集邦咨询因此上调第一季整体NAND Flash价格预估为季增85-90%，营收水平有望再度成长。","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=nesSN20260303142648a69c21c7&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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摩根士丹利：全球雲資本開支增速再上調22個百分點，AI需求比預期更猛","url":"https://stock-news.laohu8.com/highlight/detail?id=2616031394","media":"岭楠科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616031394?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 13:00","pubTimestamp":1772514009,"startTime":"0","endTime":"0","summary":"2月9日，摩根士丹利发布了一份关于全球云资本开支的报告。Meta、谷歌、亚马逊的资本开支增速分别为73%、97%、52%。图4：2026年非AI云资本开支的增速与AI类的增速差距缩小二、算力需求增加AI推理需求的激增，是云资本开支大幅增长的驱动力之一。总结：1、2026年，云资本支出的规模预计达到7340亿美元，同比增长约60%，较财报季前的预测高出1200亿美元。","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=nesSN2026030314181797a7c9b1&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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早盤股價大跌5.00%報265.72美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616434356","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616434356?lang=zh_tw&edition=fundamental","pubTime":"2026-03-02 23:17","pubTimestamp":1772464669,"startTime":"0","endTime":"0","summary":"北京时间2026年03月02日23时17分，西部数据股票出现波动，股价大幅跳水5.00%。截至发稿，该股报265.72美元/股，成交量179.92万股，换手率0.53%，振幅6.34%。西部数据股票所在的电脑硬件行业中，整体跌幅为3.72%。硬盘驱动器市场实际上是双寡头垄断，西部数据和希捷是最大的两家公司。西部数据设计和制造其硬盘驱动器，大部分生产和劳动力位于亚洲。硬盘驱动器的主要用户是数据中心。","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=nesSN20260302231749a6998dab&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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11:39","pubTimestamp":1772249951,"startTime":"0","endTime":"0","summary":"根据市场研究机构DRAM eXchange的数据，2月用于个人电脑的通用DRAM产品平均价格达到13美元，环比上涨13%；同期，用于存储卡的NAND闪存产品平均价格也升至12.67美元，涨幅达12.7%。据CNMO了解，PC用DRAM的合约价涨幅尤为突出。其中，MLC产品价格涨势最为迅猛，128Gb型号环比暴涨33.9%，32Gb和64Gb型号也分别上涨29.4%和21.2%。","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=nesSN20260228114206a439a072&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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01:36","pubTimestamp":1772213762,"startTime":"0","endTime":"0","summary":"从季度表现看，2025年第四季度半导体企业业绩呈现明显分化。AI需求激增正引发产业链连锁反应。IDC去年12月警告，内存短缺可能导致2026年全球智能手机和PC出货量下降，依赖消费电子市场的半导体企业可能面临增长压力。分析机构指出，AI扩张势头至少将持续至2026年上半年。2025年第三、四季度半导体市场分别环比增长16%和14%，若2026年第一季度保持强劲，全年增长率有望突破20%。","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=nesSN20260228015201a727aa70&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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16:14","pubTimestamp":1772180040,"startTime":"0","endTime":"0","summary":"南方财经2月27日电，据央视财经，有机构报告预计，今年由于存储芯片短缺，预计全球智能手机的出货量约为11亿部，与去年的12.6亿部相比大幅下滑。分析指出，近期用于支持人工智能任务的高端存储需求激增，已经消耗了全球大部分供应，而且这种供应紧张的状况预计将持续到2027年。由此，当下许多智能手机厂商的商业模式受到了威胁。分析指出，存储芯片短缺对廉价手机的冲击更为严重，存储芯片价格飙升将挤压本就利润微薄的安卓品牌。此外，机构预计存储芯片的价格还可能继续上涨。目前预计今年第一季度，DRAM芯片的合约价格季度环比将上涨90%到95%，而NAND闪存环比将上涨55%到60%。","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=nesSN20260227161525a725ddbe&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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