西部数据(WDC)今日盘前股价大涨5.03%，延续了近期强劲的反弹势头，成为存储板块中表现亮眼的个股之一。
消息面上，公司预计第一季度利润和收入将超出市场预期，强劲的业绩指引持续提振投资者的买盘情绪。投行韦德布什将西部数据目标价从540美元大幅上调至650美元，维持"跑赢大盘"评级，较当前股价仍有上行空间，为资金持续涌入提供了估值支撑。公司下次财报将于8月5日公布，预期每股收益3.24美元。
此外，微软等科技巨头财报释放AI需求旺盛信号，费城半导体指数此前大涨超8%，带动存储芯片概念股集体走高。同行希捷科技公布强劲财报，闪迪、美光科技、SK海力士等存储股全线走强，市场对存储芯片行业前景的信心持续增强，做多情绪明显回暖。
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