西部数据（WDC）今日盘中股价大幅上涨6.02%，表现强劲。
消息面上，此次上涨主要受到两大利好因素推动。首先，知名投行Evercore ISI将西部数据的目标价从500美元大幅上调至575美元，并维持“跑赢大盘”的评级，这显著增强了市场对公司未来价值的信心。其次，人工智能（AI）驱动的存储供应短缺叙事持续发酵，整个存储板块因此走强，产生了显著的板块联动效应。
西部数据作为基于NAND闪存和硬盘驱动器技术的数据存储设备领先供应商，其产品覆盖云、客户端及消费者等多个终端市场，正持续受益于AI算力扩张所带来的存储需求增长。
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