6月18日，西部数据夜盘上涨3.63%，报738.0美元/股，延续近期强势行情。
消息面上，摩根士丹利近日发布IT硬件行业研报，分析师Erik Woodring基于为期三周的亚洲供应链调研指出，AI数据中心驱动下HDD需求年增长40%-50%，而供应增速仅30%-35%，供需缺口推动短缺至少持续至2028年。该行将西部数据目标价从488美元大幅上调至650美元，维持"增持"评级。报告还指出，近线HDD当前定价低于每TB 15美元，厂商中期目标指向25-30美元/TB，定价上行空间可观。此外，摩根大通、花旗、华兴资本等多家机构亦同步上调西部数据目标价，市场对其盈利弹性预期持续升温。
（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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