异动解读|西部数据盘前上涨3.13%,AI存储需求叙事叠加投行上调目标价延续涨势

行情直击
May 27

5月27日,西部数据盘前上涨3.13%,报541.09美元/股,成交额1578.74万美元。

消息面上,Evercore ISI于5月26日将西部数据目标价从500美元大幅上调至575美元,维持跑赢大盘评级,叠加AI驱动的存储供应短缺叙事持续发酵,推动股价延续反弹势头。此前公司发布五年产品路线图,展示HAMR硬盘容量迈向100TB+的技术路径,并已与主要客户签订延伸至2028年的采购订单;同时推出全球首款固件级后量子加密企业级硬盘,进入超大规模客户验证阶段。存储板块整体走强,同业希捷科技盘前涨3.51%。

(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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