西部数据（WDC）今日盘中大幅上涨5.05%，引起了市场的广泛关注。
消息面上，此前谷歌发布的AI压缩算法TurboQuant曾引发内存芯片板块的恐慌性抛售，西部数据等存储类个股普遍下挫。然而，美国银行等机构认为，本轮抛售更多是情绪驱动，而非基本面拐点，并指出类似的效率提升技术并非首次出现，评估AI产业链需求的关键指标仍是资本开支。
机构分析认为，AI基础设施投资仍处于扩张周期，到2030年全球AI相关支出规模有望超过1万亿美元，数据中心对内存的需求占比持续提升。同时，行业供给端偏紧，DRAM价格上涨趋势可能延续。更长期来看，效率提升甚至可能通过“杰文斯悖论”反向刺激需求增长，即成本下降将扩大AI应用场景，从而提升整体算力与存储需求规模。在此背景下，美国银行维持对内存板块的积极评级。
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