EPISODE · Sep 25, 2025 · 8 MIN
摩根士丹利大研报：存储器超级周期，AI 带来 2026 供需错配
from 左兜进右兜
9 月 21 日，摩根士丹利发布了最新69 页的研报《Memory Supercycle – Rising AI Tide Lifting All Boats》。核心观点是：AI 需求正推动存储器行业进入新一轮超级周期，2026 年将出现供需错配，存储器与相关设备厂商将全面受益。如果你搞研究需要英文原文，需支付26RMB解锁原文PDF。微信号：Right_pocket090，感谢理解。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿
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摩根士丹利大研报：存储器超级周期，AI 带来 2026 供需错配
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