异动解读 | 业绩超预期未达市场高期待，西部数据盘前大跌13.44%

异动解读

4 hours ago

西部数据（WDC）今日盘前股价大跌13.44%，引发市场广泛关注。此前，公司在美东时间周三盘后公布了2026财年第四季度财报，尽管业绩全面超出预期，但市场对AI存储需求的期待已远不止于"达标"。

从财报数据来看，西部数据交出了一份亮眼的成绩单。第四财季营收达到37.47亿美元，同比增长44%，高于市场预期的约36.8亿美元；调整后每股收益为3.56美元，同样高于分析师预期的3.31美元；净利润同比暴增逾12倍。此外，公司对2027财年第一季度的业绩指引也颇为积极，预计营收在40亿至42亿美元之间，调整后每股收益为3.85至4.15美元，两项指引均优于市场预期。

然而，尽管业绩和指引双双超出预期，西部数据股价却在盘后及盘前大幅下挫。分析人士指出，存储板块此前经历了大幅上涨，西部数据股价今年以来累计上涨约2倍，市场已经提前反映了AI存储需求回升带来的盈利改善。高盛在点评中指出，当前存储行业面临的核心矛盾并非基本面恶化，而是市场预期已过度领先于现实，仅与市场预期持平的指引被视为"不够惊喜"。相较于竞争对手希捷此前给出的更为激进的业绩展望，西部数据的指引显得相对审慎，导致前期获利资金集中出逃，上演了"预期悬崖"下的获利了结行情。

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