西部数据(WDC)今日盘前大涨5.11%，领涨存储芯片板块，引发市场广泛关注。
消息面上，法国巴黎银行将西部数据目标价从1050美元大幅上调至1275美元，隐含较当前股价超过130%的上行空间，这一强力看多信号为市场情绪提供了显著支撑。此前，西部数据股价因存储板块集体获利了结而出现回调，跌幅超过4%，短期超卖后叠加投行积极评级，推动资金积极回补。
此外，西部数据即将于8月5日盘后公布最新财报，市场预期每股收益为3.24美元。公司上一季度营收同比增长45.47%，净利润环比增长74%，AI服务器驱动的企业级存储需求持续强劲，基本面表现稳健，进一步增强了市场信心。
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