全球存储：行业周期仍处高位，但需警惕中国厂商带来的长期竞争威胁-Global Memory_ Cycle is still elevated, but beware of the long-term threat from China
2026-10-21 18:37

8 29 September 2026 Estimate Change Global Memory Global Memory: Cycle is still elevated, but beware of the long- term threat from China Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Phoebe Sun +1 917 344 8481 phoebe.sun@bernsteinsg.com Viola Chen +1 917 344 8614 viola.chen@bernsteinsg.com We rate CXMT Outperform. Our initiation report ...

全球存储：行业周期仍处高位，但需警惕中国厂商带来的长期竞争威胁-Global Memory_ Cycle is still elevated, but beware of the long-term threat from China - Reportify