7月21日，西部数据夜盘上涨3.19%，报502.95美元/股，成交额1519.54万美元。存储板块同步走强，同业闪迪涨4.18%、希捷科技涨2.44%。
消息面上，本轮上涨延续此前AI基础设施建设对存储需求的强劲驱动。SK海力士董事长表示，明年AI半导体需求预计同比增长60%至100%，而各大厂商几乎无实质性产能扩张计划，供需缺口将进一步拉大。摩根士丹利指出，第三季度数据中心内存价格环比上涨至少25%，内存正日益成为AI基础设施主要瓶颈之一，维持对存储板块积极判断并将回调定性为买入窗口。此外，花旗将西部数据目标价上调至800美元、法国巴黎银行上调至660美元、瑞银上调至560美元，机构密集看多带动资金回流。
（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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