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Deep Tide TechFlow news. On July 28, Morgan Stanley said that after the recent pullback, the AI supply chain can still offer attractive risk/reward and believes this sell-off was mainly driven by technical factors and profit-taking.
Morgan Stanley expects that AI compute demand will exceed supply in the coming years and is optimistic about long-term growth in capital expenditures related to advances in AI capabilities, applications, and AI-related areas. (China Economic Information Service)