存储板块今日集体走强， 西部数据涨超6%领涨， 希捷科技涨近4%、 慧荣科技涨近5%， Rambus涨近3%， 美光科技涨近2%。
消息面上，摩根士丹利最新研报指出，HDD行业上行周期正在拉长，供应短缺程度比此前预期更为严重，而供应商的定价意愿也远比市场认知的更强。基于此，大摩大幅上调两家存储巨头目标价，希捷由767美元调至1035美元，西部数据由488美元调至650美元，并认为在极端乐观情景下，两家公司2025至2028年间每股收益有望实现约10倍增长。
此外，存储板块另一重要标的，美光科技亦获TD Cowen大幅上调目标价，从660美元一举提升至1500美元，主要基于定价周期重估与结构性需求跃升两大逻辑支撑。
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