西部数据（WDC）今日盘中大幅下挫，跌幅达5.09%，引发市场广泛关注。
消息面上，公司将于今日盘后公布最新季度财报，市场预期每股收益为3.24美元。由于此前一周西部数据累计涨幅显著，叠加法国巴黎银行大幅上调目标价至1275美元所推动的反弹，短期积累了较大获利盘，部分资金在财报公布窗口前选择获利了结。此外，存储板块整体承压，同板块的闪迪亦同步下跌，市场关注焦点在于公司能否给出更强劲的AI需求指引以支撑当前估值，高预期之下不确定性加大，进一步加剧了卖压。
值得注意的是，西部数据自6月18日触及历史高点以来已累计下跌逾26%，而7月费城半导体指数更是录得2008年以来最大单月跌幅。存储板块此前经历了深度回调，此次财报能否重新点燃投资者对AI存储需求的信心，成为市场关注的焦点。
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