周四盘中，全球领先的数据存储制造商西部数据（WDC）股价大涨9.67%，创下近期新高。这一显著涨幅主要得益于公司发布的强劲财报以及乐观的未来展望。
西部数据公布的2025财年第二季度财报显示，公司业绩远超市场预期。Q2销售额同比增长30%，达26.1亿美元，超出华尔街预期约5%。非美国通用会计准则（Non-GAAP）下，每股收益为1.66美元，显著高于分析师平均预期的1.48美元。此外，公司Q2调整后营业利润为7.32亿美元，利润率达28.1%，均超出市场预期。自由现金流利润率为25.9%，高于去年同期的12.5%。
值得注意的是，西部数据对下一季度给出了乐观预测，预计营收将达27亿美元（正负1亿美元），同比增长约22%，高于分析师预期。这一乐观展望反映了人工智能应用的广泛普及带来的数据存储需求激增。受此影响，摩根大通将西部数据目标价从57美元大幅上调至94美元，进一步推动了股价上涨。分析师普遍看好西部数据的前景，目前平均评级为"买入"，其中22个评级为"强烈买入"或"买入"，5个为"持有"，没有"卖出"或"强烈卖出"评级。
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