异动解读|西部数据盘中上涨3.73%,投行上调目标价叠加AI存储供需紧张叙事延续

行情直击
May 26

5月26日,西部数据盘中上涨3.73%,报512.79美元/股,成交额3.5亿美元。

消息面上,Evercore ISI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。据FactSet统计,当前分析师对该股平均评级为增持,平均目标价为513.48美元。与此同时,AI驱动的存储供应短缺叙事持续发酵,存储板块整体走强,同行业闪迪当日涨幅达6.14%,希捷科技涨2.16%,板块联动效应显著。

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、客户端及消费者等多个终端市场,受益于AI算力扩张带来的存储需求增长。

(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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