异动解读 | 西部数据盘后大涨5.33%,季度业绩超预期且前景乐观

异动解读
Jul 31, 2025

存储设备制造商西部数据(WDC)周三盘后股价大涨5.33%,主要受益于公司发布的强劲财报以及乐观的未来展望。

根据公司公布的财报,西部数据截至6月30日的季度调整后每股收益为1.66美元,显著高于分析师平均预期的1.48美元。公司营收达26.1亿美元,虽同比下降30.8%,但仍超出市场预期的24.7亿美元。这一亮眼业绩主要得益于企业采用云计算后数据存储产品订单的强劲需求。

展望未来,西部数据预计下一季度营收将达27.0亿美元(正负1亿美元),高于分析师预期的25.4亿美元。同时,公司预测调整后每股收益为1.54美元(正负15美分),也超过分析师预期的1.38美元。这一乐观展望反映了人工智能应用的广泛普及带来的数据存储需求激增,因为AI技术需要利用数据中心的基础设施来存储大量训练数据。此外,分析师对该公司股票保持积极态度,平均评级为"买入",12个月目标价中位数为75.00美元,较最新收盘价有约5.9%的上涨空间。

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