西部数据（WDC）今日盘中股价大幅上涨5.81%，成为市场关注的焦点。
消息面上，西部数据在机械硬盘（HDD）技术上取得重大突破，其全新的高带宽驱动架构和双枢轴驱动器系统，使HDD性能直逼QLC闪存固态硬盘（SSD），同时保持了低成本优势。此外，公司2026年第二财季净利润同比暴涨209%，全年HDD产能已被预订一空，客户甚至开始询问2030年的供应保障，这些积极的基本面因素显著增强了市场信心。
西部数据还公布了清晰的技术路线图，计划在2026年下半年推出40TB UltraSMR旗舰硬盘，2027年首款HAMR硬盘将量产，2029年容量突破100TB。在AI时代数据爆发式增长的背景下，公司对HDD长期价值的坚定布局与强劲的财务表现，共同推动了股价的强势上涨。
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