西部数据（WDC）今日盘前股价大涨5.54%，成为市场关注的焦点。
消息面上，本轮上涨主要受到人工智能（AI）基础设施建设对存储需求的强劲驱动。SK海力士董事长表示，明年AI半导体需求预计同比增长60%至100%，而各大厂商几乎无实质性产能扩张计划，供需缺口预计将进一步拉大。此外，摩根士丹利指出，第三季度数据中心内存价格环比上涨至少25%，内存正日益成为AI基础设施的主要瓶颈之一。
与此同时，多家知名机构密集上调西部数据的目标价，花旗将其目标价上调至800美元，法国巴黎银行上调至660美元，瑞银上调至560美元。机构的积极看多态度显著提振了市场信心，并带动了资金回流。
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