8月12日，西部数据盘中上涨4.67%，报454.12美元/股，成交额2.48亿美元，延续此前财报暴跌后的超跌修复走势。
消息面上，全球存储芯片供需失衡持续加剧，长期供应协议已从三星、SK海力士、美光三大厂快速扩散至闪迪和长鑫存储等二三线厂商，供应商定价权正深度重塑产业链议价逻辑。同时，多家投行密集上调目标价：伯恩斯坦从590美元上调至770美元，摩根士丹利从650美元上调至676美元，法国巴黎银行从660美元上调至700美元。此外，期权市场连续出现大额虚值看跌期权卖出操作，资金押注股价中长期难以深度回调，整体情绪偏多，对当前修复行情形成支撑。
（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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