西部数据(WDC)今日盘中大涨5.53%，引起了市场的广泛关注。此次股价异动发生在周五的盘中交易时段，显示出强劲的买盘力量。
消息面上，此次上涨主要受到人工智能基础设施持续建设的推动。机构投资者对数据存储板块走强的基本面做出积极反应，市场对大容量企业级硬盘和固态硬盘的需求正在加速增长。随着超大规模云服务商增加资本支出以支持大语言模型，对海量数据存储库的需求已从周期性复苏转变为结构性增长阶段，直接使西部数据的专业化产品组合受益。
此外，市场情绪也受到围绕该公司闪存和硬盘业务部门战略分拆的乐观情绪支撑。投资者将这一结构性转变视为释放股东价值的关键举措。最近的行业渠道调研显示，NAND闪存价格的表现比此前预期的更具弹性，从而缓解了对库存过剩的担忧，并对本财年余下时间的利润率表现提供了更有力的支撑。同时，更广泛的宏观经济环境也在为半导体和硬件行业提供助力，美联储向更加宽松的货币政策立场的转变，降低了适用于成长型科技股的折现率。
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