存储巨头西部数据（WDC）今日盘中股价大幅下挫5.16%，引起了市场广泛关注。
消息面上，公司此前公布的2026财年第二季度业绩全面超越市场预期，营收与净利润均实现大幅增长。然而，由于该股在1月份已累计大幅上涨超过60%，部分投资者选择在亮眼财报公布后“卖出事实”以锁定利润，导致股价在盘中交易中承压下行。此外，摩根士丹利分析师在财报后质疑管理层在签署长期供应协议时可能过于急躁，牺牲了未来潜在的涨价收益，这也加剧了市场的担忧情绪。
值得注意的是，存储概念股今日走势出现明显分化，同为行业龙头的闪迪因业绩超预期而大涨，而西部数据则逆市下跌，反映出市场对同一行业利好信息的消化存在差异，短期获利了结压力成为主导股价走势的关键因素。
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