异动解读|西部数据盘前上涨3.02%,存储芯片供应紧张叠加板块集体走强延续修复行情

行情直击
Aug 14

8月14日,西部数据盘前上涨3.02%,报502.0美元/股,成交额1839.53万美元,延续此前财报暴跌后的超跌修复走势。

消息面上,存储芯片板块盘前集体走强,闪迪涨超6%,美光科技涨3%,希捷科技涨超2%。前一交易日存储股已现集体爆升行情,闪迪大涨10%,西部数据涨8%,SK海力士涨7%。驱动因素方面,全球存储芯片供需失衡持续加剧,长期供应协议已从三大厂扩散至二三线厂商,供应商定价权正重塑产业链议价逻辑。同时,多家投行密集上调西部数据目标价:伯恩斯坦上调至770美元,摩根士丹利上调至676美元,法国巴黎银行上调至700美元,对修复行情形成持续支撑。

(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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