7月20日，西部数据盘中上涨3.59%，报492.3美元/股，成交额1.98亿美元。存储板块同步走强，同业闪迪涨3.72%、希捷科技涨3.23%。
消息面上，本轮反弹主要受人工智能基础设施持续建设推动，市场对大容量企业级硬盘和固态硬盘的需求加速增长。此外，公司闪存与硬盘业务部门战略分拆的乐观预期支撑市场情绪。此前因韩国金融服务委员会收紧单一股票杠杆ETF保证金要求引发的板块抛售压力已逐步消化，叠加花旗将目标价上调至800美元、法国巴黎银行上调至660美元、瑞银上调至560美元，资金回流明显。
（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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