西部数据股价上涨3.67%，受内存涨价及业绩超预期提振

Core Viewpoint - Western Digital's stock price has risen due to the continuous increase in memory chip prices, strong financial performance, and positive institutional outlook on the industry [1] Stock Performance - As of February 11, 2026, Western Digital's stock price increased by 3.67%, closing at $272.20 [2] Industry Policy and Environment - The memory market has experienced a rapid increase since 2026, with memory prices rising by 80%-90% in Q1 2026 compared to Q4 2025, reaching historical highs across all categories including DRAM, NAND, and HBM. This industry-wide benefit has significantly boosted the performance of storage stocks, with Western Digital being a key beneficiary [3] Financial Performance - The company reported strong Q2 results on January 30, with revenue of $3.02 billion (up 25% year-over-year) and net profit of $1.84 billion (up 210%). Adjusted earnings per share were $2.13, exceeding market expectations of $1.93. Management's guidance for Q3 revenue ($3.2 billion ± $100 million) and earnings per share ($2.30 ± $0.15) is significantly above analyst expectations, highlighting strong growth momentum driven by AI [4] Institutional Perspectives - UBS analysts noted that meaningful supply relief in the global storage industry is not expected until around 2028, with structural demand from AI data center construction continuing to strengthen the storage industry's outlook and pricing power. As of February 2026, the average target price for Western Digital among institutions is $322.91, with a high of $440.00, and 75% of ratings are buy or hold [5] Sector Performance - On February 11, 2026, U.S. storage stocks generally rose, with Western Digital, SanDisk, and Seagate Technology all increasing by over 4%. Western Digital's trading volume was approximately $1.12 billion, indicating high liquidity. The overall strength of the sector resonates with the fundamentals of individual stocks [6]