异动解读｜西部数据盘中上涨4.34%，花旗大幅上调目标价至685美元叠加存储超级周期叙事持续发酵

行情直击06-03

6月3日，西部数据盘中上涨4.34%，报593.07美元/股，成交额3.84亿美元。

消息面上，花旗将西部数据目标价从500美元大幅上调至685美元，维持买入评级，此前Evercore ISI及富国银行亦将目标价上调至575美元，多家投行接连看多形成强烈共振。同时，集邦咨询大幅上修全球存储器产值预估，将2027年产值由8427亿美元上修至逾1.28万亿美元，年增率约44%，智能体AI带来的结构性需求扩张成为行业核心增长动因，DRAM与NAND闪存市场同步迎来爆发式增长，存储超级周期叙事持续发酵，推动股价延续上行趋势。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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