7月27日，西部数据盘中下跌3.54%，报501.41美元/股，成交额5.41亿美元。尽管盘前该股一度上涨近4%，但开盘后存储板块整体承压回落。
消息面上，韦德布什证券当日将西部数据目标价从540美元上调至650美元，维持跑赢大盘评级，并看好其8月5日即将公布的季度财报（预期EPS 3.30美元，营收37亿美元）。然而，此前7月24日市场流传的NAND行业多重利空传言——包括闪迪与Meta签订低价长期协议、云厂商压价QLC eSSD、国内CSP采购需求疲软等——仍持续压制板块情绪。同行业闪迪当日大跌8.39%，希捷科技跌2.33%，存储板块整体未能延续盘前涨势，资金获利回吐迹象明显。
西部数据是基于NAND闪存和硬盘驱动器技术的数据存储设备领先供应商，产品覆盖云端、客户端及消费者终端市场。
（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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