6月18日，西部数据盘后上涨3.14%，报734.0美元/股，成交额4.28亿美元。
消息面上，摩根士丹利分析师团队在亚洲密集调研后发布研报，指出受AI数据中心需求持续增长推动，HDD行业上行周期正在拉长——需求年增40%-50%而供应仅增30%-35%，供需缺口将推动短缺至少持续至2028年。大摩将西部数据目标价从488美元大幅上调至650美元，维持跑赢大盘评级；摩根大通、华兴资本近期亦将目标价上调至650-655美元区间。产业链方面，海康威视已通知经销商7月起上调硬盘产品价格，原厂三季度成本报价环比涨幅超50%，进一步印证供需紧张格局。
（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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