西部数据（WDC）今日盘中大幅上涨11.27%，成为市场关注的焦点。
消息面上，此次股价飙升主要受多家顶级投行发布乐观研报驱动。摩根士丹利发布报告指出，受人工智能数据中心需求持续增长推动，硬盘驱动器行业供需趋紧程度超出预期，预警硬盘短缺将至少持续至2028年。该行因此将西部数据的目标价从488美元大幅上调至650美元，并维持“跑赢大盘”评级。此外，摩根大通、花旗、富国银行等多家大行也相继上调了公司目标价，形成看多共识。
报告分析认为，HDD需求正以每年40%-50%的速度扩张，而供应增速仅为30%-35%，供需缺口持续扩大。AI工作负载的爆发式增长对高容量存储解决方案产生了强劲需求，而西部数据作为存储行业龙头，其产品被市场视为应对AI数据挑战的关键。公司最新财报显示归母净利润同比大幅增长约289%，营收同比增长32.64%，云业务占比近89%，强劲的业绩表现进一步增强了投资者信心。
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