西部数据(WDC)
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What's Going On With The Jump In Western Digital Stock?
Benzinga· 2026-06-16 02:07
WDC remains in a powerful uptrend. The stock trades 25.1% above its 20‑day simple moving average at $518.10, 44.4% above its 50‑day at $449.12, and 155.5% above its 200‑day at $253.77. That level of separation signals strong long‑term demand but also raises the risk of sharp pullbacks if buyers pause. The moving‑average structure stays bullish, with the 20‑day above the 50‑day and a golden cross from July 2025 still intact. However, MACD has slipped below its signal line and the histogram is negative, a cla ...
Western Digital stock surges as Morgan Stanley lifts target to $650
Invezz· 2026-06-16 01:23
Western Digital (WDC) shares surged on Monday after Morgan Stanley raised its price target on the data- storage company and reiterated its bullish outlook on both Western Digital and Seagate Technology... ...
Western Digital Corporation Will Hit $600 on This Date
247Wallst· 2026-06-16 01:18
Western Digital Corporation Will Hit $600 on This Date - 24/7 Wall St. Stock Market Live June 15, 2026: S&P 500 (SPY) Rocketing on End-of-War News Western Digital Corporation Will Hit $600 on This Date By Vandita Jadeja Published Jun 15, 1:18PM EDT How to Add Us to Google News Sending You to Google News in 3 Western Digital (NASDAQ:WDC| WDC Price Prediction) has become the AI storage trade nobody saw coming a year ago. The pure-play HDD maker, post-Sandisk spinoff, just delivered a quarter where gross margi ...
The AI Trade Starts Holiday-Shortened Week Strong as Chip and Memory Stocks Surge
Investopedia· 2026-06-16 00:01
The AI Trade Starts Holiday-Shortened Week Strong as Chip and Memory Stocks Surge Monday's Markets: Today's Live Coverage What to Expect in Markets This Week Fed Set to Hold First Meeting on Rates With Warsh Presiding Musk Worth More Than $1 Trillion After the SpaceX IPO Top Stories Chip stocks were back on the rise Monday. Daniel Ceng / Anadolu / Getty Images Close Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK The AI trade is off to a strong start this week ...
Western Digital, Seagate Stocks Keep Soaring. Why They're Morgan Stanley's Top Picks.
Barrons· 2026-06-15 23:54
Choose Barron's as a preferred source of financial news Western Digital, Seagate Stocks Keep Soaring. They're Morgan Stanley's Top Picks. - Barron's Skip to Main ContentSkip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Western Digital, Seagate Stocks Keep So ...
4 AI Memory Stocks to Buy Now Before Prices Spike Even Higher
ZACKS· 2026-06-15 23:11
Key Takeaways The rapid expansion of artificial intelligence (AI) is creating a massive shift across the global technology ecosystem. While early stock market winners mostly included massive chip designers and cloud computing giants, the focus of Wall Street is rapidly expanding. A new bottleneck has emerged in the AI pipeline, and it centers entirely around memory and storage solutions. AI models require enormous amounts of data to be stored, accessed and processed at high speed, making memory a critical c ...
10 Best Computer Hardware Stocks to Buy for the Next 5 Years
Insider Monkey· 2026-06-15 21:41
In this article, we will take a look at some of the best computer hardware stocks that are forecasted to deliver attractive returns over the coming 5 years. On June 1, the BBC reported that Nvidia unveiled the RTX Spark, a new chip designed for AI- integrated personal computers, signaling a broader push into the PC hardware market. The new generation of Windows PCs from manufacturers like Lenovo, HP, Dell, Microsoft Surface, Asus, and MSI will use the chip. This underscores an increasing competition in the ...
Micron and Western Digital Climb 8%, SanDisk Rises 6% on Iran Truce
247Wallst· 2026-06-15 21:28
市场反应与股价表现 - 美伊和平协议消息提振全球股市风险偏好,带动存储芯片板块普遍上涨 [3] - 美光科技股价在早盘交易中上涨8%,至约1,060美元,重新站上1,000美元关口 [3] - 西部数据股价上涨8%至607美元,闪迪股价上涨6%至约2,101美元 [4] - Roundhill Memory ETF上涨6.5%,希捷科技上涨6%,显示存储板块广泛走强 [4] - 韩国存储巨头SK海力士和三星股价也同步上涨,表明涨势具有全球性 [2][10] 公司基本面与业绩 - 美光科技2026财年第二季度营收为238.6亿美元,同比增长196%,GAAP毛利率扩大至74% [7] - 美光科技对2026财年第三季度营收指引中值为335亿美元 [7] - 西部数据在2025年2月分拆闪迪后成为纯硬盘制造商,其2026财年第三季度营收为33.4亿美元,非GAAP毛利率首次突破50% [10] - 闪迪2026财年第三季度营收为59.5亿美元,同比增长251%,其中数据中心营收为14.7亿美元 [10] - 美光科技年内迄今股价已上涨244%,西部数据上涨227%,闪迪上涨734% [1][6][10] 行业驱动因素 - 人工智能数据中心建设的迅猛步伐,极大推升了对存储元件的需求,导致DRAM、NAND和HDD出现短缺并拥有定价权 [10] - 美光科技CEO表示,在AI时代,存储器已成为客户的战略资产 [8] - 地缘政治风险缓解(美伊和平)和结构性供应紧张背景,共同推动存储类股票上涨 [5][8] - 和平协议预计将结束数月冲突,重新开放霍尔木兹海峡,压低油价并推高美国股指期货 [5] 市场预期与未来关注点 - 市场下一个关注焦点是美光科技定于6月24日盘后公布的2026财年第三季度财报 [11] - Polymarket交易员预计美光科技财报超预期的概率高达98% [11] - 尽管股价上涨,但StockTwits上的散户情绪对美光股票和DRAM ETF已转趋悲观,反映出对大幅上涨后剩余上行空间的担忧 [12] - Polymarket数据仅显示有43%的概率美光股价能在月底收于1,000美元以上,表明存在真正的盘整风险 [12] - 美光科技追踪市盈率为46倍,但如果业绩指引实现,远期市盈率将压缩至约10倍 [13] - 分析师一致目标价为829美元,已低于现货价格,这为新的评级上调设定了更高门槛 [13]
Mgmt Meetings Highlight Customers Seeking Visibility Into2032-20260615
摩根士丹利· 2026-06-15 18:14
June 15, 2026 07:35 AM GMT Western Digital | North America Mgmt Meetings Highlight Customers Seeking Visibility Into 2032 | What's Changed | | | | --- | --- | --- | | Western Digital (WDC.O) | From | To | | Price Target | $488.00 | $650.00 | framework ** = Based on consensus methodology e = Morgan Stanley Research estimates Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that ...
美股芯片、太空概念盘前拉升,SpaceX涨近6%,美光科技大涨近7%,闪迪涨超5%,美油下挫超5%
21世纪经济报道· 2026-06-15 16:34
美股太空概念股表现 - SpaceX美股盘前涨近6%[1] - Rocket Lab、ASTS涨超6%[1] - 回声星通信涨近4%[1] 美股芯片股表现 - 美光科技大涨近7%[2] - ARM、闪迪涨超5%[2] - 高通、AMD、希捷科技、西部数据涨超4%[2] - 英特尔涨超3%[2] 商品市场动态 - 国际油价双双下挫[2] - 布伦特原油跌超4%[2] - 美国WTI原油跌超5%[2] 宏观与政策事件 - 伊朗与美国谅解备忘录正式签署仪式将于19日在瑞士举行[2] - 伊朗核实美方履行承诺后将启动为期60天的谈判[2] - 野村策略师预计,伊美达成和平协议消息可能使市场放弃对美联储加息的押注[4] - 芝商所美联储观察工具显示,今年美联储加息的概率大幅下降,年底前加息的概率已跌破50%[3]