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
2026-07-28 09:31
Odaily Planet Daily News Morgan Stanley stated that after the recent correction, the artificial intelligence supply chain still offers attractive risk/reward opportunities, believing that the sell-off is mainly due to technical factors and profit-taking. The bank expects AI computing demand to outpace supply in the coming years and is optimistic about improvements in AI capabilities, applications, and long-term capital expenditure growth related to AI. (Jinshi)
