西部数据(WDC)今日盘中大跌逾5%，回吐了盘前近4%的涨幅，引发市场广泛关注。
消息面上，尽管盘前投行韦德布什上调了西部数据的目标价，且分析师对NAND板块的利空传言进行了澄清，但存储板块的反弹势头未能延续。此前于7月24日市场流传的多条NAND行业负面传闻——包括闪迪与Meta签订长期供货协议接受较低报价、云厂商压价QLC eSSD、国内CSP采购需求疲软等消息——仍在持续压制板块情绪。同行业个股普遍走弱，闪迪当日大跌逾8%，希捷科技亦跌超2%，存储板块整体承压明显。
此前Citrini行业分析师Jukan曾发布观点，针对市场流传的NAND板块看空研报及QLC价格谈判负面传闻进行逐一澄清，认为当下存储板块股价走弱仅放大了悲观消息，行业基本面并未出现实质性恶化，并维持对存储赛道的看多判断。然而从今日盘中表现来看，市场悲观情绪仍未得到有效缓解，资金获利回吐迹象明显。
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