西部数据(WDC)今日盘前股价大跌6.23%，延续了存储芯片板块近期的疲软态势。
消息面上，市场对人工智能基础设施大规模投资前景的疑虑不断加深，是导致存储芯片板块整体承压的主要原因。此前，英伟达宣布与韩国SK集团达成超过5000亿美元的战略合作关系，同时还在洽谈为OpenAI提供高达2500亿美元的融资担保，以帮助其租赁数据中心项目。这些交易的"环形"本质引发了市场担忧——英伟达向使用其芯片的公司提供资金，而这些资金最终又回流到自身业务，可能扭曲需求并催生错误决策。
此外，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，叠加长鑫存储上市带来的产能扩张预期，美股存储企业的中长期定价能力受到冲击。尽管投行韦德布什此前将西部数据目标价从540美元大幅上调至650美元，但板块资金获利回吐迹象明显，存储芯片概念股集体承压。
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