Morgan Stanley said that after this round of correction, the artificial intelligence industry chain still has a considerable risk-return ratio. This round of decline is mainly due to technical adjustments, which are dominated by profit settlement. The bank anticipates that demand for artificial intelligence computing power will continue to be in short supply in the next few years. It continues to be optimistic about the iteration of artificial intelligence technology, the implementation and popularization of the industry, and the long-term growth prospects of capital expenditure related to artificial intelligence.

Morgan Stanley said that after this round of correction, the artificial intelligence industry chain still has a considerable risk-return ratio. This round of decline is mainly due to technical adjustments, which are dominated by profit settlement. The bank anticipates that demand for artificial intelligence computing power will continue to be in short supply in the next few years. It continues to be optimistic about the iteration of artificial intelligence technology, the implementation and popularization of the industry, and the long-term growth prospects of capital expenditure related to artificial intelligence.