美股异动 | 存储行业迎价格上涨浪潮 西部数据(WDC.US)涨逾4% 股价再创历史新高

智通财经
Sep 04
【美股异动 | 存储行业迎价格上涨浪潮 西部数据(WDC.US)涨逾4% 股价再创历史新高 】智通财经APP获悉,周四,西部数据(WDC.US)涨逾4%,报89.59美元,再创历史新高。据了解,存储行业目前正经历价格上涨浪潮,由减产措施导致供需失衡以及人工智能(AI)应用需求强劲驱动,主要体现在NAND闪存和DRAM产品上,并且预计这种回暖趋势将持续至2025年甚至2026年。数据中心、AI服务器、AI PC以及智能汽车等领域对存储的需求激增,促使存储芯片厂商纷纷采取减产、涨价等措施,以应对市场变化并抓住新一轮的周期上行。摩根士丹利在周三的报告中维持对西部数据的买入评级,并将其目标股价从92美元上调至99美元。

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