10月6日，西部数据盘中下跌3.15%，报427.73美元/股，成交额2.72亿美元。此前一交易日该股受大摩等投行反驳东芝扩产恐慌驱动反弹逾6%，今日回落属高位震荡中的正常获利回吐。
消息面上，摩根士丹利与伯恩斯坦最新调研均认为市场对东芝HDD扩产反应过度，实际年产能增速约30%仅与行业供给增速持平，且渠道核查显示希捷与西部数据均无意跟进扩产，供需紧张格局延续。与此同时，Arete Research将西部数据目标价从610美元上调至650美元，维持买入评级，FactSet调查显示分析师平均目标价为682.74美元。然而盘面显示SK海力士跌逾2%、美光跌近2%，存储板块走势分化，整体情绪仍受获利了结压制，西部数据跟随板块回落。
西部数据公司成立于1970年，是基于NAND闪存和硬盘驱动器技术的数据存储设备和解决方案领先开发商、制造商和供应商，产品覆盖云、客户端及消费者市场。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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