7月27日，西部数据夜盘上涨3.05%，报538.01美元/股，成交额183.14万美元，存储板块同步走强。
消息面上，AI基础设施对存储需求的强劲预期持续支撑板块情绪。此前SK海力士董事长表示明年AI半导体需求预计同比增长60%至100%，供需缺口将进一步拉大；摩根士丹利指出第三季度数据中心内存价格环比上涨至少25%，内存正成为AI基础设施主要瓶颈之一。此外，西部数据近期在世界人工智能大会上公布了百TB硬盘路线图，HAMR与ePMR双线并进，目标2029年实现单盘100TB，市场对其AI存储长期布局关注度提升。行业个股中，闪迪涨3.64%，超微电脑涨2.59%，希捷科技涨2.14%，戴尔涨1.71%，苹果涨1.62%。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.