异动解读｜西部数据盘中上涨3.73%，投行上调目标价叠加AI存储供需紧张叙事延续

行情直击05-26 21:39

5月26日，西部数据盘中上涨3.73%，报512.79美元/股，成交额3.5亿美元。

消息面上，Evercore ISI将西部数据目标价从500美元大幅上调至575美元，维持跑赢大盘评级。据FactSet统计，当前分析师对该股平均评级为增持，平均目标价为513.48美元。与此同时，AI驱动的存储供应短缺叙事持续发酵，存储板块整体走强，同行业闪迪当日涨幅达6.14%，希捷科技涨2.16%，板块联动效应显著。

西部数据是基于NAND闪存和硬盘驱动器技术的数据存储设备领先供应商，产品覆盖云、客户端及消费者等多个终端市场，受益于AI算力扩张带来的存储需求增长。

（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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