6月17日，西部数据盘中上涨3.97%，报718.4美元/股，成交额5.83亿美元，延续前一交易日强势表现。
消息面上，摩根士丹利发布IT硬件行业研究报告，分析师团队在密集走访亚洲市场后判断：受AI数据中心需求持续增长推动，HDD行业供需趋紧程度超出预期，短缺至少将持续至2028年，供应商定价意愿远比市场意识到的更强。大摩将西部数据目标价从488美元大幅上调至650美元，并指出在极端乐观情景下，公司EPS有望在未来三年实现约10倍增长。此前摩根大通也已将西部数据目标价上调至650美元，多家大行形成看多共识。同行业希捷科技同步上涨2.91%，板块联动效应明显。
（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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