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Morgan Stanley: This AI sell-off was mainly due to technical factors and profit-taking.

2026.07.28 - 09:32

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TechFlow news, July 28, Morgan Stanley stated that following the recent correction, the AI supply chain can still offer attractive risk/reward, believing that this sell-off was mainly due to technical factors and profit-taking. Morgan Stanley expects AI computing demand to exceed supply within the next few years, and is optimistic about AI capability enhancement, applications, and the growth of long-term capital expenditure related to AI. (Cailianshe)

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