6月16日，西部数据盘中上涨5.91%，报690.0美元/股，成交额8.62亿美元。
消息面上，摩根士丹利发布研报称，受AI数据中心需求持续增长推动，硬盘行业供需趋紧程度超出预期，预警硬盘短缺将至少持续至2028年，并将西部数据目标价从488美元大幅上调至650美元，维持跑赢大盘评级。大摩认为在乐观情形下，公司未来三年每股收益有望实现近十倍增长。此外，摩根大通亦将目标价上调至650美元，花旗上调至685美元，富国银行上调至575美元，多家大行形成看多共识。公司最新财报显示，归母净利润同比增长约289%，营收同比增长32.64%，云业务占比近89%，AI基础设施需求为核心驱动力。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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