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近期一份摩根士丹利大中华硬件团队的存储行业纪要在市场流传，叠加美光 6 月那份 “炸裂” 财报（单季毛利率 84.9%、创半导体史上新高），把 “存储超级周期” 这个判断又往前推了一大步。这篇文章做两件事：第一，把这份纪要里最硬核的判断逐条拆解、讲透数据背后的产业逻辑；第二，沿着 “原厂退场→缺口扩大→国产承接” 这条主线，系统梳理产业链上哪些环节、哪些标的真正受益...
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