西部数据（WDC）今日盘中大幅上涨9.46%，成为市场关注的焦点。
消息面上，人工智能（AI）的爆发式增长正推动全球存储芯片需求激增，导致供需严重失衡。日本存储巨头铠侠公布的超预期业绩指引，进一步点燃了市场对存储行业前景的乐观情绪。此外，行业数据显示，2025年第四季度DRAM合约价普遍上涨超过40%，2026年第一季度以来价格再次大幅上扬，其中DDR4市场因供需失衡涨幅尤为突出。
在AI驱动的数据洪流下，不仅高端存储产品供不应求，机械硬盘（HDD）市场也因数据中心对海量数据存储的需求而迎来价格回升。作为全球硬盘市场的核心供应商之一，西部数据直接受益于这轮由AI基建浪潮带来的“超级存储周期”。
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