西部数据今日盘中大涨5.10%，领涨美股存储板块，成为市场关注焦点。
消息面上，本轮股价上涨主要受到人工智能基础设施建设的强劲需求推动。SK集团董事长近日表示，预计到2027年，AI半导体需求将大幅增长，而存储芯片的供需缺口将进一步扩大，全球客户对存储芯片的争夺已接近“恐慌”程度。同时，有报告指出沙特等中东主权投资者正与主要内存厂商洽谈长期采购计划，加剧了市场对供应紧张的预期。
此外，市场对西部数据即将进行的闪存与硬盘业务部门战略分拆抱有乐观期待。此前因监管因素引发的板块抛售压力已被消化，近期花旗、法国巴黎银行及瑞银等多家机构相继上调了公司目标股价，显示出机构对其未来前景的看好，并带动了资金明显回流至存储板块。
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