8月5日，美国网存盘中上涨5.14%，报192.35美元/股，成交额1.47亿美元。消息面上，存储板块集体走强带动个股上行，同板块闪迪涨10.13%、戴尔涨8.84%、西部数据涨3.84%、希捷科技涨3.42%，呈现明显联动效应。
近期多家机构密集上调公司目标价，摩根大通上调至175美元、大和证券至180美元、Argus至200美元，反映市场对其AI存储及全闪存业务增长前景的认可。公司此前Q4营收19.48亿美元、调整后EPS 2.43美元均超预期，全年EPS指引8.70-9.00美元亦高于市场预估。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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