7月29日，西部数据盘前下跌3.05%，报462.72美元/股，成交额624.44万美元。消息面上，市场对人工智能基础设施大规模投资前景的疑虑不断加深，存储芯片板块整体承压。此前英伟达宣布与韩国SK集团达成超5000亿美元战略合作，同时洽谈为OpenAI提供高达2500亿美元融资担保，巨额投入引发市场对AI投资回报周期的担忧。
此外，此前市场流传的NAND行业多重利空传言仍持续发酵，包括闪迪与Meta签订低价长期协议、云厂商压价QLC eSSD、国内CSP采购需求疲软等。叠加长鑫存储上市带来产能扩张预期，美股存储企业中长期定价能力受到冲击。尽管投行韦德布什此前将西部数据目标价上调至650美元，但板块资金获利回吐迹象明显。
（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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