西部数据(WDC)今日盘中大幅下挫8.63%，引发市场广泛关注。存储芯片板块整体承压，闪迪、美光科技等同业也同步走低。
消息面上，中国最大的DRAM厂商长鑫科技近期在科创板上市首日股价暴涨超460%，市值突破3万亿元人民币，成为A股新晋市值冠军。这一事件引发全球投资者重新评估DRAM行业的竞争格局。市场普遍担忧，长鑫科技完成大规模融资后，将获得更充裕的资本支持，未来扩产和技术研发能力有望增强，可能导致全球DRAM新增供给加快释放，削弱当前存储价格持续上涨的乐观预期。前期涨幅较大的存储芯片股因此遭遇获利回吐。
此外，NAND闪存市场多重利空传闻也持续压制板块情绪。市场传闻闪迪与Meta签订了低价长期供货协议，云厂商持续压价QLC eSSD产品，国内CSP采购需求疲软。摩根士丹利最新报告亦警示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。这些因素叠加，共同导致存储板块延续跌势，西部数据在盘中交易中进一步承压。
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