8月6日，西部数据盘前下跌11.48%，报456.66美元/股，成交额688.93万美元。
消息面上，公司于前一交易日盘后公布第四财季财报，营收37.47亿美元，同比增长44%，超市场预期；调整后每股收益3.56美元，超预期7.88%，净利润同比暴增逾12倍。然而，公司下季指引营收40亿~42亿美元、调整后EPS为3.85~4.15美元，仅略超分析师预期，未能给出市场期待的更强劲AI存储需求展望。
西部数据股价此前累计上涨约2倍，市场已提前反映AI存储需求回升带来的盈利改善，高预期之下"利好出尽"引发获利了结。同板块闪迪同步下跌超8%，存储板块整体承压。高盛亦指出市场预期已过度乐观，平淡指引被解读为负面信号。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.