异动解读 | 业绩预期强劲叠加投行上调目标价,西部数据夜盘大涨5.19%

异动解读
Jul 31

西部数据(WDC)夜盘交易中股价大涨5.19%,延续了日间强劲的上涨势头,成为存储板块中表现最为亮眼的个股之一。

消息面上,公司预计第一季度利润和收入将超出市场预期,强劲的业绩指引提振了投资者的买盘情绪。同行希捷科技此前公布强劲财报,带动存储板块集体反弹。此外,投行韦德布什将西部数据目标价从540美元大幅上调至650美元,维持"跑赢大盘"评级,为资金持续涌入提供了估值支撑。公司下次财报将于8月5日公布,预期每股收益3.24美元。

整体来看,存储板块在夜盘延续强势,市场做多情绪明显回暖,投资者对存储芯片行业前景的信心持续增强。

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