【研选行业】全球存储市场2029年望突破4000亿美元，CAGR 11.5%，AI驱动下本土厂商迎战略机遇期，这些公司有望抓住超级成长窗口

Group 1 - The global storage market is expected to exceed $400 billion by 2029, with a CAGR of 11.5%. Domestic manufacturers are poised to seize strategic opportunities driven by AI, indicating a significant growth window for certain companies [1] - The magnesium-aluminum ratio has reached a historical low, opening a cost-performance window. The trend of magnesium alloy substitution is accelerating, with a projected CAGR of 32%, making two specific stocks worth attention [1] - A 4 trillion yuan investment plan for the power grid has been unveiled, revealing three core tracks that are emerging as key areas of focus [1] - TSMC's financial report signals a "chip" signal, suggesting an impending industry chain celebration [1]