西部数据(WDC)在夜盘交易中遭遇重挫，股价大跌11.18%，引发市场广泛关注。此前，公司于盘后公布了2026财年第四季度财报。
从财报数据来看，西部数据交出了一份亮眼的成绩单。第四财季营收达到37.5亿美元，同比增长44%，超出市场预期的36.92亿美元；调整后每股收益为3.56美元，同样高于分析师预期的3.31美元。此外，公司对2027财年第一季度的业绩指引也颇为积极，预计营收在40亿至42亿美元之间，调整后每股收益为3.85至4.15美元，两项指引均优于市场预期。
尽管业绩和指引双双超出预期，西部数据股价却在夜盘大幅下挫。分析人士指出，存储板块此前经历了大幅上涨，西部数据股价今年以来累计上涨约2倍，市场已经提前反映了AI存储需求回升带来的盈利改善。在财报发布前，投资者普遍希望公司能给出更强劲的业绩惊喜和更具说服力的AI需求展望。虽然财报数据表现不俗，但业绩超预期的幅度相对温和，未能满足市场对更大幅度"超预期"的期待，导致前期获利资金在财报落地后集中出逃，上演了"利好出尽"的行情。
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