律动BlockBeats|Jul 28, 2026 10:02
[Morgan Stanley: AI Supply Chain Still Offers Attractive Risk-Reward Ratio After Recent Pullback]
BlockBeats News, July 28, Morgan Stanley stated that after the recent pullback, the artificial intelligence supply chain still offers an attractive risk-reward ratio, attributing the sell-off primarily to technical factors and profit-taking. Morgan Stanley expects that demand for AI computing will exceed supply in the coming years and remains optimistic about advancements in AI capabilities, applications, and long-term capital expenditure growth related to AI.
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