异动解读|西部数据盘中上涨3.16%,富国银行上调目标价叠加AI存储供需紧张叙事延续涨势

行情直击
Jun 01

6月1日,西部数据盘中上涨3.16%,报538.66美元/股,成交额7.07亿美元。

消息面上,富国银行将西部数据目标价从500美元上调至575美元,此前Evercore ISI亦将目标价上调至同一水平并维持跑赢大盘评级,多家投行看多形成共振。同时,AI驱动的存储供应短缺叙事持续发酵,闪迪首席技术官表示全球AI竞赛越来越以存储器而非算力为中心,存储器芯片供应紧张局面或进一步加剧,存储板块整体走强,推动股价延续多日上行趋势。同行业中,戴尔涨5.84%,慧与科技涨2.6%,闪迪涨1.18%。

(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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