异动解读 | 西部数据盘中大涨5.02%,抗量子加密硬盘发布叠加AI存储需求强劲

异动解读
May 22

西部数据(WDC)今日盘中大涨5.02%,成为市场关注的焦点。

消息面上,公司于近期推出了业界首款集成后量子加密(PQC)技术的机械硬盘Ultrastar DC HC6100 UltraSMR,该产品采用经认证的抗量子算法,目前已进入多家超大规模客户验证阶段,这一技术突破增强了其在数据安全存储领域的竞争力。

此外,存储板块整体走强也提供了强劲的板块效应,花旗大幅上调同业美光科技的目标价并看好DRAM价格前景,带动了市场情绪。同时,西部数据自身也受到AI驱动的存储需求强劲、近期财务表现超预期以及Loop Capital、Arete等多家机构上调其目标价并维持买入评级的积极影响,多重利好共同推动了股价的盘中上扬。

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