投资者演示_存储超级周期与 OCP 影响-Investor Presentation_ Memory Super Cycle and OCP Implications
2025-10-23 13:28
Not for redistribution without written consent of Morgan Stanley October 20, 2025 09:45 PM GMT Investor Presentation | Asia Pacific M Foundation Memory Super Cycle and OCP Implications | Morgan Stanley & Co. International plc+ | | | --- | --- | | Shawn Kim | | | Equity Analyst | | | Shawn.Kim@morganstanley.com | +44 20 7677-1018 | Tetsuya Wadaki Equity Analyst Tetsuya.Wadaki@morganstanleymufg.com +81 3 6836-8890 Morgan Stanley Taiwan Limited+ | Sharon Shih | | | --- | --- | | Equity Analyst | | | Sharon.Shi ...