MORGAN STANLEY: THIS AI SALE IS MAINLY TECHNICAL AND PROFITABLE. HERE

On 28 July, Morgan Stanley stated that, following a recent reversal, the artificial intelligence supply chain could still provide attractive risk/return, arguing that the sale was due mainly to technical factors and the conclusion of the profit. The Bank anticipates that the demand for artificial intelligence computing will exceed supply in the coming years and is optimistic about the growth of artificial intelligence capabilities, applications and long-term capital expenditure associated with artificial intelligence. Kim Xian