7月28日，西部数据盘前下跌5.73%，报471.4美元/股，成交额219.9万美元。存储板块整体延续跌势，同行业闪迪跌超5%，希捷科技跌超4%。
消息面上，此前市场流传的NAND行业多重利空传言持续压制板块情绪，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。此外，摩根士丹利最新报告警示AI驱动的存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶。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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