摩根士丹利：半导体行业_尽管有关税担忧，存储市场持续强劲，上调美光科技预期数据

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Key Takeaways May 7, 2025 04:43 AM GMT Semiconductors | North America Memory markets continue strong despite tariff concerns, raising numbers for MU Memory pricing has inflected materially over the last few months, and even more so over recent weeks. Sustainability is a concern, but numbers are going higher. More positive MU as core DRAM improvements add to an AI story hitting escape velocity. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanl ...