智通财经APP获悉，在美光科技(MU.US)公布了低于预期的2025财年第二季度业绩指引后，投行Benchmark将对西部数据(WDC.US)的股票评级由“买入”下调为“持有”。
Benchmark分析师Mark Miller在一份报告中表示：“我们看到对西部数据越来越多的担忧，包括消费者市场客户库存调整导致的NAND定价疲软、工业和汽车市场NAND需求持续放缓、美光科技公布的2025财年第二季度业绩指引疲弱、以及NAND市场份额下降。”
因此，Benchmark将对西部数据2025财年Non-GAAP每股收益预期从8.16美元下调至7.57美元，将2025财年全年销售收入预期从174亿美元下调至167亿美元。
分析师表示：“在过去的三个季度里，西部数据在NAND市场的份额从15%左右下降到10.5%。我们将此归因于西部数据的NAND销售集中在消费市场。而美光科技预计，消费市场到2025年晚些时候才会复苏。”
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