人工智能行业的迅速发展,推动了对数据中心存储产品的需求增长,导致存储芯片龙头西部数据(WDC)最近一个财季业绩表现亮眼,成为其股价在盘后大涨9.17%的主要原因。
西部数据最新公布的财报显示,在截至9月27日的2024财年第一财季,该公司实现利润4.93亿美元,每股收益1.35美元,上年同期为净亏损。受面向数据中心客户的近线存储产品发货量增加推动,该公司云业务销售额同比大增153%,领跑了其整体收入同比大涨近一半的表现。
西部数据凭借在云存储和人工智能存储等新兴市场的布局,抓住了行业发展红利,促进了公司业绩反弹转亏为盈,成为公司股价在盘后大涨的主要推手。
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