6月17日，西部数据盘前上涨3.79%，报705.61美元/股，成交额1378.06万美元，延续近期存储板块强势表现。
消息面上，摩根士丹利将西部数据目标价从488美元大幅上调至650美元，摩根大通同步将目标价从530美元上调至650美元，花旗给出685美元目标价。大摩分析师团队在密集走访亚洲市场后判断：HDD行业上行周期正在拉长，供应短缺比此前预期更严重且至少持续至2028年，供应商定价意愿远强于市场预期。在极端乐观情景下，西部数据EPS有望在未来三年实现约10倍增长。
同行业中，闪迪涨3.74%，希捷科技涨2.88%，超微电脑涨2.50%，戴尔涨1.71%，存储板块整体延续强势。
（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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