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 the recent pullback, the AI supply chain still offers an attractive risk/reward profile, believing the sell-off was primarily driven by technical factors and profit-taking. The firm expects AI computing demand to outpace supply over the next few years and remains optimistic about AI capability improvements, application adoption, and long-term capital expenditure growth related to AI. (Jin10)