7月23日，西部数据盘前上涨3.04%，报574.85美元/股，成交额1577.84万美元，延续近期反弹势头。
消息面上，本轮上涨主要受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%，供需缺口将进一步拉大。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基础设施主要瓶颈之一。此外，花旗将西部数据目标价上调至800美元，法国巴黎银行上调至660美元，瑞银上调至560美元，机构密集看多显著提振市场信心。公司近日亦在WAIC发布面向AI时代的未来五年数据存储架构路线图，进一步强化市场对其长期增长逻辑的认可。
（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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