异动解读 | 西部数据盘前大涨5.39%,业绩预期强劲叠加投行上调目标价,存储板块集体反弹

异动解读
Jul 30

西部数据(WDC)今日盘前大涨5.39%,成为存储板块中表现最为亮眼的个股之一。

消息面上,公司预计第一季度利润和收入将超出市场预期,提振了投资者的买盘情绪。同行希捷科技此前公布强劲财报,盘后一度涨超9%,带动存储板块集体反弹。此外,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,较当前股价仍有显著上行空间,为资金回补提供了估值支撑。公司下次财报将于8月5日公布,预期每股收益3.24美元。

整体来看,美股芯片半导体板块盘前集体上扬,泛林集团涨超9%,闪迪涨超6%,希捷科技涨超4%,美光科技涨近4%。存储板块在经历早盘短暂走低后迅速转涨,市场情绪明显回暖。

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