WDC 受益于不断增长的 AI 数据存储需求；被视为估值偏低的板块成分股，市场关注度持续上升。
逐段跳播
这已经不再只是一场图形处理器（GPU）的竞赛了。AMD 和 Western Digital。
this is no longer just a race for graphics (GPU). AMD and Western Digital.
在 Western Digital 这一块，人工智能面临的不只是一个计算问题，对吧？我们谈论的是数据经济。当然，这只会继续下去，这意味着存储可能是整个生态系统中被低估的一环。
On the Western Digital front, artificial intelligence is not just facing a computing problem, is it? We are talking about the data economy. Of course, this will only continue, which means that storage may be an undervalued component of the ecosystem.
这对 Western Digital 来说是一个强有力的激励，而在我看来，它已经存在了。它正越来越多地受益于大规模云端 AI 存储的需求。所以，我们的数据越多，就越得把它们存放在某个地方，而 Western Digital 正是在这里发挥作用。
This represents a strong incentive for Western Digital, and in my opinion, it already exists. It is gaining more and more exposure to the demand for large-scale cloud AI storage.
So, the more data we have, the more it has to be found somewhere, and that's where Western Digital comes in .
OpenAI 约 200 亿美元、低于预期的年收入影响了许多公司，其中包括 Western Digital。它就是卷入那一事件的公司之一。
OpenAI's under-expected annual revenue of around $20 billion has affected many names , including Western Digital. That was one of the companies that got involved in that story.
Western Digital 曾涨到接近 800 美元，我研究了一下，因为我当时在看本周承压的一些公司。我提到的 AMD 正在 Western Digital 那里获得市场份额，而与此相关存在一些担忧。我们会放缓还是增长？
Western Digital, which rose to nearly $800, I looked into that because I was looking at some of those names that have been under pressure this week. The AMD I mentioned is gaining market share in Western Digital, and there are some concerns related to that. Will we slow down or grow?
至于 Western Digital，我不认为这一定是它独有的。这实际上归结为从整体上看待存储领域。这绝对是一个会大幅增长的板块。我估计 Western Digital 大约占 12%，这取决于你如何估算这个市场。
As for Western Digital, I don't think it's necessarily unique to them. It really comes down to looking at the memory space in general. This is definitely a sector that will grow significantly.
I estimate that Western Digital owns about 12%, depending on how you estimate the market.
这个频道对 $WDC 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。