8月7日，西部数据盘中下跌3.32%，报427.61美元/股，成交额12.95亿美元，延续前一交易日暴跌约13%后的弱势格局。
消息面上，公司此前公布的财年第四财季财报虽业绩全面超预期，但下季指引营收40亿~42亿美元、调整后EPS为3.85~4.15美元，仅略超分析师预期，未能满足市场对AI存储需求的极高期待。公司股价此前累计上涨约2倍，"利好出尽"引发获利了结持续释放。高盛指出，当前存储行业核心矛盾并非基本面恶化，而是市场预期已过度领先于现实。尽管伯恩斯坦将目标价从590美元上调至770美元，摩根士丹利上调至676美元，多家投行维持看好，但存储板块整体仍承压，希捷科技跌超9%，闪迪跌约4%。
（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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