7月28日，西部数据盘中下跌6.83%，报448.845美元/股，成交额4.61亿美元。存储板块全线承压，同行业闪迪跌超7%，希捷科技跌超8%，戴尔跌超9%。
消息面上，此前市场流传的NAND行业多重利空传言持续发酵，包括闪迪与Meta签订低价长期协议、云厂商压价QLC eSSD、国内CSP采购需求疲软等，板块情绪持续受压。同时，长鑫存储上市带来大额融资支撑，产能扩张与技术迭代提速，直接冲击美股存储企业中长期市场份额与定价能力，行业价格中枢有望逐步回落。尽管韦德布什将西部数据目标价从540美元上调至650美元，但板块资金获利回吐迹象明显，前期AI需求支撑的反弹未能延续。
（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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