星球日报
星球日报|Jul 28, 2026 09:31
[Morgan Stanley: The recent AI sell-off is mainly due to technical factors and profit-taking] Odaily Planet Daily News - Morgan Stanley stated that after the recent pullback, the AI supply chain still offers an attractive risk/reward profile, attributing the sell-off primarily to technical factors and profit-taking. The firm expects demand for AI computing to exceed supply in the coming years and remains optimistic about advancements in AI capabilities, applications, and long-term capital expenditure growth related to AI. (Jin10)
+2
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads