异动解读｜西部数据盘中上涨3.07%，存储芯片供应紧张与投行集体上调目标价持续提振修复行情

行情直击08-13 21:46

8月13日，西部数据盘中上涨3.07%，报468.03美元/股，成交额2.79亿美元，延续此前财报暴跌后的超跌修复走势。

消息面上，全球存储芯片供需失衡持续加剧，长期供应协议已从三星、SK海力士、美光三大厂快速扩散至闪迪和长鑫存储等二三线厂商，供应商定价权正重塑产业链议价逻辑。同时，多家投行密集上调目标价：伯恩斯坦从590美元上调至770美元，摩根士丹利从650美元上调至676美元，法国巴黎银行从660美元上调至700美元。此外，期权市场连续出现大额虚值看跌期权卖出操作，资金押注股价中长期难以深度回调，整体情绪偏多，对当前修复行情形成支撑。

（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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