西部数据（WDC）今日盘前股价大幅上涨5.27%，成为市场关注焦点。
消息面上，西部数据在机械硬盘（HDD）技术上取得重大突破，其全新的高带宽驱动架构和双枢轴驱动器系统，使HDD性能直逼QLC闪存固态硬盘（SSD），同时保持了低成本优势。该公司透露，多磁头架构已实现I/O带宽翻倍，实验室原型机持续读写速度突破600MB/s，未来吞吐量有望达到当前顶级HDD的八倍。此外，双枢轴技术预计将性能提升2倍，与多磁头设计结合后，I/O带宽可实现4倍飞跃，使HDD首次具备与入门级QLC SSD竞争的能力。
与此同时，西部数据公布了清晰的技术路线图，计划在2026年下半年推出40TB UltraSMR旗舰硬盘，2027年首款HAMR硬盘将量产，2029年容量突破100TB。公司2026年第二财季净利润同比暴涨209%，全年HDD产能已被预订一空，客户甚至开始询问2030年的供应保障。这些积极的基本面因素和技术前景，显著增强了市场对西部数据长期增长潜力的信心，推动了股价在盘前交易中的强劲表现。
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