西部数据(WDC)今日盘中大涨12.75%，成为存储板块中表现最为突出的个股之一，引发市场广泛关注。
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，盘后一度涨超9%，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，较当前股价仍有显著上行空间，为资金回补提供了估值支撑。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，存储板块今日全面走强，闪迪涨超14%，希捷科技涨近14%，SK海力士涨近9%，美光科技涨超7%，板块做多情绪明显回暖。
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