摩根士丹利：此次AI抛售主要是技术性因素和获利了结所致

Odaily reported that Morgan Stanley stated that after a recent pullback, the artificial intelligence supply chain still offers attractive risk/reward ratios, believing the sell-off was primarily due to technical factors and profit-taking. The bank expects AI computing demand to outpace supply over the next few years, and remains optimistic about improvements in AI capabilities, applications, and long-term capital expenditure growth related to AI. (Jin10)