Mark it down, check it out when I'm free.
存储全产业链个股完整清单 + 分梯队长期持有推荐（2026.6）
一、美股存储全产业链分类（上游设备耗材→存储原厂→硬盘 / SSD 整机→存储软件 IP）（一）存储晶圆原厂（核心赛道，AI 算力核心受益，周期弹性最大）MU 美光 Micron：美股唯一全品类存储原厂，DRAM+NAND+HBM 全覆盖，美国本土产线，英伟达 / 微软 / 谷歌核心 HBM 供应商 SNDK 闪迪 SanDisk：从西部数据分拆独立，纯 NAND 闪存龙头...
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