异动解读 | 西部数据盘前大涨5.09%,AI需求与业务分拆预期驱动存储板块走强

异动解读
Jul 20

西部数据今日盘前股价大幅上涨5.09%,成为美股存储板块中表现亮眼的个股之一。

消息面上,本轮股价反弹主要受到人工智能基础设施持续建设的推动,市场对大容量企业级硬盘和固态硬盘的需求呈现加速增长态势。此外,市场对于公司即将进行的闪存与硬盘业务部门战略分拆抱有乐观预期,这进一步支撑了投资者的积极情绪。

此前,因韩国监管机构收紧杠杆ETF规则而引发的存储板块抛售压力已逐步被市场消化。与此同时,花旗、法国巴黎银行、瑞银等多家知名投行近期密集上调了西部数据的目标股价,显示出机构对其未来前景的看好,并带动了明显的资金回流。

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