异动解读|西部数据盘中上涨3.12%,Evercore ISI上调目标价叠加AI供应短缺叙事延续涨势

行情直击
May 27

5月27日,西部数据盘中上涨3.12%,报531.58美元/股,成交额5.57亿美元。

消息面上,Evercore ISI于5月26日将西部数据目标价从500美元上调至575美元,维持"跑赢大盘"评级,叠加AI驱动的存储供应短缺叙事持续发酵,推动股价延续多日反弹走势。当前分析师对西部数据的平均目标价为513.48美元。同行业中,希捷科技同步上涨3.3%,超微电脑涨2.91%,存储板块整体受益于AI算力扩张带来的需求预期。

西部数据是基于NAND闪存和硬盘驱动器技术的数据存储设备领先供应商,产品覆盖云、客户端及消费者终端市场。

(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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