---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40085684.md"
description: "$西部数据(WDC.US)存储太牛了，超过了光模块。光模块还被质疑没壁垒没护城河谁都可以做，存储没槽点找不到被做空的理由"
datetime: "2026-04-22T03:39:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40085684.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40085684.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40085684.md)
author: "[新用户_d4ua7B](https://longbridge.com/zh-CN/profiles/19655067.md)"
---

# $西部数据(WDC.US)存储太牛了，超过了光模块。光模块还被质疑没壁垒没护城河谁都可以做，存储没槽…


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