西部数据（WDC）今日盘前股价大幅下挫5.54%，引发市场广泛关注。存储板块整体延续跌势，同行业闪迪跌超5%，希捷科技跌超4%，板块情绪持续承压。
消息面上，中国最大的DRAM厂商长鑫科技本周一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未来几年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，可能加快全球DRAM新增供给释放，从而削弱当前存储价格持续上涨的乐观预期。在此背景下，此前涨幅较大的全球存储芯片龙头普遍遭遇获利回吐。
此外，NAND闪存市场也传出多重利空消息，进一步压制了板块情绪。市场传闻闪迪与Meta签订了低价长期供货协议，同时云厂商持续压价QLC eSSD产品，国内CSP采购需求亦显疲软。摩根士丹利最新报告也警示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，导致存储板块延续跌势，西部数据在盘前交易中继续承压下行。
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