西部数据(WDC)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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WDC 西部数据

未开盘 05-06 16:00:00 EDT

483.15

+17.89

+3.85%

盘后476.00

-7.15-1.48%

19:59 EDT

最高483.87	最低448.99	成交量833.89万
今开472.00	昨收465.26	日振幅7.50%
总市值1,665亿	流通市值1,628亿	总股本3.45亿
成交额39.19亿	换手率2.47%	流通股本3.37亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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15:23","pubTimestamp":1778052208,"startTime":"0","endTime":"0","summary":"从西部数据拆分仅一年多，闪迪市值已强势反超前母公司逾400亿美元，股价累涨2794%，首破2000亿美元大关。AI基础设施爆发式扩张叠加持续供给短缺，推动闪存价值重估；多年期客户锁价协议最低承诺达420亿美元，闪迪盈利能见度大幅提升。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/9fe54f0b8e5442b9f27695256c5f51cb","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/9fe54f0b8e5442b9f27695256c5f51cb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771638","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1815336760.USD","LU0476273544.USD","BK4585","LU0444971666.USD","LU1035773651.USD","WDC","BK4588","GB00BDT5M118.USD","LU0444973449.USD","LU0006061336.USD","SNDK","LU1235294995.USD","LU1046421795.USD","LU0963586101.USD","BK4512","SNXX","LU1823568750.SGD","LU0957808578.USD","BK4170","LU0081259029.USD","WDCX","LU0054578231.USD","LU1642822529.SGD","LU1069347547.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633927148","title":"美股收盘：纳指、标普500指数再创历史新高 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05:05","pubTimestamp":1778015138,"startTime":"0","endTime":"0","summary":"当地时间5月5日（周二），美股三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。费城半导体指数涨4.23%，存储概念股延续强势表现，英特尔涨超12%，闪迪、美光科技涨超11%，均创历史新高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605063728031098.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605063728031098.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SCHB","GPIX","BK4585","VBK","SPHD","SPUU","SPMO",".DJI","BK4550","MOAT",".SPX","BK4534","TSLA","ITOT","NOBL","SPYQ","IJH","IVW","AMZN","BMAY","XYLD","RSP","IVV","HIBS","QDTE","GSLC","SDS","BK4581","QQQJ","NVDA","SPXU","SPYD","SPUS","VTV","ACWI","VTI","DBSC","SPYI","TQQY","MESmain","NVIW.SI","QQQA","SPXL","TECL","RSPA","SH","BK1147","UPRO","JEPQ","MNQmain","HXC","NFLX","XDTE","NQmain","VEU","DIA","QYLG","ALLW","IJR","BK4588","QLD","SPYB","FTEC","TSPY","04335","INTC","OEX","IVE","SPYU","SSO","VV","XLG","RSPN","SPY","SPXS","AAPL","SPYV","QID","JEPI","SPYG","QQQE","SPYM","BK4561","IYW","MSFT","PSQ","SFY",".IXIC","HIBL","ETFT","ESmain","YSPY","BK4559","ONEQ","VOOG","RSPU","QQQM","NDX","SPDN","QQQY","SCHX","OEF","SPLV","MU","BK4593","GPIQ","SPHQ","BK4504","GOOGL","META","SPGP","WDC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193309235","title":"异动解读 | 财报超预期叠加AI需求强劲，西部数据盘中大涨5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309235","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1193309235?lang=zh_cn&edition=full","pubTime":"2026-05-05 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的代币","url":"https://stock-news.laohu8.com/highlight/detail?id=2633609809","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633609809?lang=zh_cn&edition=full","pubTime":"2026-05-05 08:27","pubTimestamp":1777940873,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 CriptoNoticias 报道，Western Union 在 Solana 上推出官方稳定币 U.S. Dollar Payment Token（USDPT）后，Solana 网络上出现至少 24 个假冒 USDPT 的代币。\n\nDEXTools 数据显示，这些假冒代币部分创建于 Pump.fun 和 Raydium 等平台，其中一些仅在一小时前创建，也有部分早在 6 个月前便已生成。DEXTools 数据显示，其中一个假冒代币在过去 24 小时内价格上涨约 100%。此类假冒代币存在 “Rug Pull” 风险，导致代币价格迅速归零，投资者面临本金全部损失风险。 ","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2262519","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ICRC","LU1791807156.HKD","CRCO","BK4600","BK4023","LU1861217088.USD","LU0106831901.USD","LU1668664300.SGD","LU1861220207.SGD","BK4082","LU2360107671.USD","CRCD","SOL.USD.CC","CCUP","LU1861559042.SGD","WDC","CRCG","CRCA","LU1861558580.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109511897","title":"异动解读 | 西部数据盘中大涨5.12%，财报超预期叠加AI存储长期需求提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1109511897","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1109511897?lang=zh_cn&edition=full","pubTime":"2026-05-04 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美股三大指数集体高开！存储概念股普跌，西部数据跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139529124","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1139529124?lang=zh_cn&edition=full","pubTime":"2026-05-01 21:30","pubTimestamp":1777642230,"startTime":"0","endTime":"0","summary":"5月1日，美股三大指数集体高开，道琼斯指数涨0.37%，标普500指数涨0.36%，纳斯达克综合指数涨0.30%。存储概念股普跌，西部数据跌超6%，慧荣科技、闪迪跌超3%，希捷科技、美光科技跌超1%；苹果涨超3%，第二财季业绩超市场预期，本季营收指引意外强劲。","market":"us","thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fd010e1bdbd654567f6a724c228d48bc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1815336760.USD","LU0006061336.USD","LU0444973449.USD","SPUU","NDX","SPYQ","MMAX","GB00BDT5M118.USD","IVV","SH","SSO","NOCT","BK4585","SMAX","SPY","TQQY","DIA","DDM","BK4512","WDC",".SPX","LU1046421795.USD","SPXU","QLD","QDEC","PSQ","SQQQ","SPYH","LU1642822529.SGD",".DJI","LU0476273544.USD","LU1035773651.USD","BK4170","SPDN","LU0957808578.USD","WDCX","SPXS","UPRO","BK4588","YSPY","SDOW","SDS","QQQM","LU0081259029.USD","NAPR","QMAR","TQQQ","LU1823568750.SGD","LU1069347547.HKD","HIBL","DOG","VOO","DXD","DMAX","NJAN","NJUL","QID","QQQ","SPXL","SPYM","GPIQ","LU1235294995.USD","QQQX","LU0444971666.USD","SPYU","UDOW",".IXIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632616467","title":"花旗集团将西部数据公司目标股价上调至500美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2632616467","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632616467?lang=zh_cn&edition=full","pubTime":"2026-05-01 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14:47","pubTimestamp":1777618040,"startTime":"0","endTime":"0","summary":"西部数据（WDC）今日夜盘股价大跌7.67%，引起了市场的广泛关注。消息面上，西部数据此前发布了2026财年第三季度财报及第四季度业绩展望。财报显示，公司第三季度营收同比增长45%至33.4亿美元，毛利率首次突破50%，调整后每股收益为2.72美元，均超出市场预期。对于第四季度，公司预计营收约为36.5亿美元，高于分析师平均预期。然而，市场分析指出，尽管业绩表现强劲且展望积极，但未能提供维持此前迅猛上涨势头所需的“惊艳因素”。西部数据股价过去一年已累计上涨约891%，投资者对公司的期望值被大幅拉高，此次的业绩指引虽然强劲，但可能未达到市场更高的预期，从而引发了获利了结盘。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f946be4e4c5932a7755a738d57330dcc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["WDC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632952286","title":"“炸裂财报”成“抛售契机”，闪迪、西部数据股价绩后重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2632952286","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632952286?lang=zh_cn&edition=full","pubTime":"2026-05-01 13:32","pubTimestamp":1777613529,"startTime":"0","endTime":"0","summary":"闪迪营收同比暴增97%，数据中心业务单季翻三倍；西部数据营收同比增长45%，两家公司指引均大幅超预期，但盘后股价分别下跌6%、8%。分析师指出，在西部数据一年涨约900%、闪迪上市以来涨约3300%的背景下，强劲业绩已被充分定价，指引“缺乏足够惊喜”，触发市场获利了结。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"f946be4e4c5932a7755a738d57330dcc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771446","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"“炸裂财报”成“抛售契机”，闪迪、西部数据股价绩后重挫","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GB00BDT5M118.USD","LU0054578231.USD","LU0081259029.USD","LU1823568750.SGD","LU0444973449.USD","LU0006061336.USD","BK4512","BK4170","LU1642822529.SGD","BK4585","LU1046421795.USD","LU0476273544.USD","LU1035773651.USD","LU0444971666.USD","SNXX","LU1069347547.HKD","BK4588","WDC","LU1235294995.USD","LU0957808578.USD","LU1815336760.USD","SNDK","LU0963586101.USD","WDCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2632833699","title":"西部数据电话会：存储需求\"阶跃式增长\"，复合增速将超25%，订单能见度延伸至2029年","url":"https://stock-news.laohu8.com/highlight/detail?id=2632833699","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632833699?lang=zh_cn&edition=full","pubTime":"2026-05-01 11:02","pubTimestamp":1777604568,"startTime":"0","endTime":"0","summary":"西部数据CEO指出，AI计算正向推理及智能体AI发生结构性转变，“每一个Token和提示词”均在创造不可回收的持久化数据，形成“推理创造数据，代理生成更多数据”的复合循环，长期存储需求复合增速将超25%。目前，公司订单能见度已延伸至2029年，40TB EPMR驱动器将于2026年下半年量产，HAMR技术认证进度超预期。","market":"sh","thumbnail":"https://community-static.tradeup.com/news/8473ce76ed97bc3a63417137fc1828df","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/8473ce76ed97bc3a63417137fc1828df"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5c10126c6b0dc2df34bac33d0d392520","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771447","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"西部数据电话会：存储需求\"阶跃式增长\"，复合增速将超25%，订单能见度延伸至2029年","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1815336760.USD","BK4512","LU1069347547.HKD","BK4170","LU1823568750.SGD","LU0006061336.USD","WDC","WDCX","LU0444971666.USD","LU0081259029.USD","BK4588","LU0476273544.USD","GB00BDT5M118.USD","LU1235294995.USD","LU1035773651.USD","LU0444973449.USD","LU0957808578.USD","LU1642822529.SGD","BK4585","LU1046421795.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2632699106","title":"西部数据电话会：存储需求“阶跃式增长“，复合增速将超25%，订单能见度延伸至2029年","url":"https://stock-news.laohu8.com/highlight/detail?id=2632699106","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632699106?lang=zh_cn&edition=full","pubTime":"2026-05-01 10:49","pubTimestamp":1777603751,"startTime":"0","endTime":"0","summary":"西部数据CEO指出，AI计算正向推理及智能体AI发生结构性转变，“每一个Token和提示词”均在创造不可回收的持久化数据，形成“推理创造数据，代理生成更多数据”的复合循环，长期存储需求复合增速将超25%。目前，公司订单能见度已延伸至2029年，40TB 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08:18","pubTimestamp":1777594695,"startTime":"0","endTime":"0","summary":"5月1日，美股夜盘时段，$苹果(AAPL)$涨超2%，上季在华收入继续两位数大增，iPhone收入创同期新高，本季营收指引意外强劲；$西部数据(WDC)$、闪迪夜盘均跌超6%，两公司业绩均超市场预期，但分析指大量乐观预期已提前反映在股价中。$Reddit(RDDT)$夜盘涨近13%，Q1营收同比大增69%超预期；Roblox夜盘跌超20%，Q1亏损同比扩大。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1b6db4d7af911595a20c51bc32087cb8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250843.SGD","LU2602419157.SGD","LU1778281490.HKD","BK4533","LU0072462426.USD","SG9999014898.SGD","LU1046421795.USD","LU2087621335.USD","LU1791710582.SGD","LU1989764748.USD","LU2065169927.USD","LU2264538146.SGD","LU0345769128.USD","IE00B19Z8X17.USD","LU2471134952.CNY","LU2083900584.USD","LU2552382132.HKD","LU2242649171.HKD","BK4565","LU0345770308.USD","LU1791710400.SGD","LU1582986433.USD","LU2360106780.USD","LU1868837136.USD","LU1244550221.USD","LU2063271972.USD","LU2237443622.USD","LU2452424414.USD","SG9999015341.SGD","LU2168564495.EUR","LU0170899867.USD","LU0511384066.AUD","SG9999015945.SGD","LU1206712785.SGD","HK0000532082.HKD","LU1974910355.USD","LU0133085943.USD","LU1291159041.SGD","SG9999002232.USD","LU2065171402.SGD","SGXZ31699556.SGD","LU2462157665.USD","LU2242650005.HKD","LU0053666078.USD","LU1582987324.SGD","LU0345768740.USD","LU1119994496.HKD","LU1861220033.SGD","LU1868837300.USD","LU1935043536.SGD","LU1301847155.USD","LU2756315664.SGD","LU0265550946.USD","LU0345768153.USD","LU0081259029.USD","BK4532","LU2357305700.SGD","LU0143551892.USD","LU0719512351.SGD","LU0965509010.AUD","LU1814569148.SGD","AAPU","LU1261432733.SGD","LU0795875086.SGD","LU2023251221.USD","LU0267386448.USD","LU0061474960.USD","LU2487616109.SGD","SG9999001424.SGD","LU0788109477.HKD","SNDK","LU1935043023.USD","LU0640476718.USD","AAPD","HK0000320223.HKD","IE0004086264.USD","LU0054578231.USD","LU0957791311.USD","LU0943347566.SGD","LU0965509101.SGD","LU2746668461.USD","LU0708995401.HKD","LU2750360641.GBP","IE0000B7K699.USD","IE00BK4W5L77.USD","BK4554","LU2360032135.SGD","LU0354030511.USD","LU1551013342.USD","LU1366192091.USD","IE00BJTD4V19.USD","RDDT","IE0004445239.USD","LU0006061336.USD","IE0009G5SDU7.USD","LU0011850046.USD","BK4566","LU0056508442.USD","LU2361044865.SGD","LU0787776722.HKD","LU0354030438.USD","LU0077335932.USD","LU2125154778.USD","LU2286300806.USD","IE000YTNTUN2.SGD","LU2047632596.USD","LU0070217475.USD","LU1366333091.USD","LU0942090050.USD","LU2896262040.SGD","LU1280957306.USD","IE00BFSS8Q28.SGD","IE00BK4W5M84.HKD","LU1852331112.SGD","SG9999015952.SGD","LU2430703178.SGD","BK4515","LU2250418816.HKD","LU0215105999.USD","AAPW","LU2462591350.SGD","YMAG","APLY","IE0034235303.USD","LU1732799900.SGD","LU1066051225.USD","LU2271345857.HKD","LU0494093205.USD","IE00BDRTCR15.USD","LU2213496289.HKD","LU0784385170.HKD","LU0061475181.USD","BK4579","IE0004091025.USD","IE00B775H168.HKD","BK4581","LU0868494708.USD","LU1571399168.USD","WDC","LU1145028129.USD","LU2097344431.USD","BK4559","LU0096362180.USD","LU0210528500.USD","LU2168564222.USD","LU0345769631.USD","LU0109392836.USD","LU1582987597.SGD","LU1232071149.USD","LU0861579265.USD","LU0174119429.USD","LU2552382058.USD","IE00BWXC8680.SGD","LU2106854487.HKD","LU1935042991.SGD","LU0353189763.USD","IE00BN29S564.USD","LU0949170426.SGD","IE00B19Z9505.USD","LU1989764664.SGD","LU2065171311.SGD","LU2860962120.EUR","LU2092627202.USD","LU0795875169.SGD","LU0353189680.USD","LU2381873111.SGD","LU1066051811.HKD","LU0109391861.USD","IE00BJJMRX11.SGD","LU2403377893.USD","LU1917777945.USD","LU1244550494.USD","LU0472753341.HKD","LU2089283258.USD","LU0964807845.USD","LU1720051108.HKD","LU2461242641.AUD","SOCL","LU1037948897.HKD","WDCX","IE0009356076.USD","HK0000320264.USD","LU0323591593.USD","SG9999017495.SGD","IE00BLSP4452.SGD","IE00B1XK9C88.USD","AAPB","LU0476273544.USD","LU0157215616.USD","LU1803068979.SGD","LU0238689110.USD","LU2237443382.USD","LU2108987350.USD","LU0256863902.USD","SG9999014914.USD","SNXX","LU2430703095.HKD","LU0057025933.USD","LU0466842654.USD","IE00BKVL7J92.USD","LU2505996681.GBP","BK4534","BK4527","IE00BSNM7G36.USD","HK0000306685.HKD","LU0097036916.USD","LU0528227936.USD","LU1732800096.USD","BK4170","IE000MB6IJN5.SGD","LU0345770993.USD","LU0456855351.SGD","LU0963586101.USD","LU1720051017.SGD","LU2125154935.USD","LU1066051498.USD","HK0000914660.USD","LU0661504455.SGD","LU0545039389.USD","LU1839511570.USD","IE000ITXATA3.USD","LU0444971666.USD","IE00B7KXQ091.USD","LU1989771016.USD","LU3102509885.SGD","LU0642271901.SGD","LU0820562030.AUD","LU0784383803.USD","LU1988902786.USD","LU0820561818.USD","LU0203202063.USD","LU2360107168.USD","BK4551","BK4553","BK4598","LU1127390331.HKD","LU2168563687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| 财报展望缺乏\"惊艳因素\"，西部数据夜盘大跌6.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168127247","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1168127247?lang=zh_cn&edition=full","pubTime":"2026-05-01 08:06","pubTimestamp":1777594005,"startTime":"0","endTime":"0","summary":"西部数据今日夜盘股价大跌6.80%，引起了市场的广泛关注。消息面上，西部数据此前发布了2026财年第三季度财报及第四季度业绩展望。财报显示，公司第三季度营收同比增长45%至33.4亿美元，毛利率首次突破50%，调整后每股收益为2.72美元，均超出市场预期。然而，市场分析指出，尽管业绩表现强劲且展望积极，但未能提供维持此前迅猛上涨势头所需的\"惊艳因素\"。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f946be4e4c5932a7755a738d57330dcc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["WDC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123377113","title":"西部数据第三财季营收增长45%，毛利率首破50%，AI存储需求持续驱动增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1123377113","media":"华尔街见闻","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1123377113?lang=zh_cn&edition=full","pubTime":"2026-05-01 07:05","pubTimestamp":1777590345,"startTime":"0","endTime":"0","summary":"西部数据发布截至2026年4月3日的2026财年第三季度财报，营收同比大幅增长45%，毛利率首次突破50%，经营利润同步创新高，显示AI驱动的硬盘存储需求持续强劲。营收与利润双双强劲增长，毛利率突破关键门槛西部数据第三财季营收33.37亿美元，较上年同期的22.94亿美元增长45%，较上一季度的30.17亿美元环比增长11%，全部终端市场均实现同比及环比正增长。","market":"us","thumbnail":"https://static.tigerbbs.com/b24024fc5ee68d6e9ccf626467d871b1","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/b24024fc5ee68d6e9ccf626467d871b1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ca0e3dea87604e6a95a3bf5695c5bcab","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771429","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"西部数据第三财季营收增长45%，毛利率首破50%，AI存储需求持续驱动增长","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["WDC","WDCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2632669857","title":"西部数据(WDC.US)、闪迪(SNDK.US)业绩超预期但盘后股价暴跌 高预期与供给紧张引发获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=2632669857","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632669857?lang=zh_cn&edition=full","pubTime":"2026-05-01 07:00","pubTimestamp":1777590000,"startTime":"0","endTime":"0","summary":"今年以来，西部数据股价已累计上涨逾150%，过去12个月更是飙升约891%；希捷科技上涨约145%，闪迪涨幅高达362%，美光科技上涨约81%。与此同时，部分AI相关股票近期出现波动。分析人士认为，这一反应或与市场此前预期较高，以及投资者对AI资本开支周期可持续性的担忧有关。同日，闪迪公布的业绩更为亮眼。不过，尽管业绩大幅超预期，闪迪股价盘后仍一度下跌约8%，显示市场对高增长的可持续性持谨慎态度。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b5752ec0def9beac4720a165f05909f0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1437583.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0444971666.USD","SNXX","LU1235294995.USD","LU0006061336.USD","LU1823568750.SGD","LU1035773651.USD","LU0476273544.USD","LU0957808578.USD","BK4585","LU0081259029.USD","BK4588","BK4170","LU0054578231.USD","LU1642822529.SGD","BK4512","GB00BDT5M118.USD","LU1815336760.USD","WDC","WDCX","LU1046421795.USD","LU0963586101.USD","LU1069347547.HKD","LU0444973449.USD","SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131800553","title":"异动解读 | 财报展望缺乏\"惊艳因素\"，西部数据盘后大跌8.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131800553","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1131800553?lang=zh_cn&edition=full","pubTime":"2026-05-01 06:25","pubTimestamp":1777587909,"startTime":"0","endTime":"0","summary":"西部数据（WDC）今日盘后股价大跌8.73%，引起了市场关注。消息面上，西部数据此前发布了季度业绩展望，预计营收将超出华尔街分析师的平均预期，这主要得益于人工智能领域对数据存储产品的强劲需求。然而，市场分析指出，尽管业绩展望积极，但未能提供维持此前迅猛上涨势头所需的“惊艳因素”。有市场观点认为，在股价今年已翻番的背景下，投资者对公司的期望值被拉高，此次的业绩指引虽然强劲，但可能未达到市场更高的预期，从而引发了获利了结盘，导致股价在盘后交易中大幅下挫。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f946be4e4c5932a7755a738d57330dcc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["WDC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632985226","title":"隔夜美股 | 标普500指数、纳指创历史新高 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