消息面上,西部数据于5月18日推出业界首款集成后量子加密(PQC)技术的机械硬盘Ultrastar DC HC6100 UltraSMR,采用NIST认证的ML-DSA-87抗量子算法,目前已进入多家超大规模客户验证阶段。同时,花旗大幅上调美光科技目标价至840美元并看好DRAM价格持续走强,带动美股存储板块整体上行。此外,Loop Capital和Arete近期分别将西部数据目标价上调至600美元和610美元,均维持买入评级,AI驱动的存储供应短缺叙事持续支撑板块估值。
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