摩根士丹预警AI热潮或将冷却台积电(TSM.US)等亚洲科技股面临疫情后最严峻考验

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智通财经APP注意到，在摩根士丹利策略师建议投资者从人工智能热潮中获利后，亚洲科技股有望出现自疫情早期以来最严重的抛售。上周，投资者开始担心炙手可热的AI交易的可持续性，以及美国可能收紧限制。彭博亚太半导体指数周一下跌了3%，这是自2020年3月以来最大的四天跌幅。摩根士丹利倾向于在美联储首次降息之前转向必需品消费。摩根士丹利预计美联储将于9月降息。该公司将亚洲和新兴市场科技股的评级下调至同等权重...

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摩根士丹预警AI热潮或将冷却 台积电(TSM.US)等亚洲科技股面临疫情后最严峻考验

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摩根士丹预警AI热潮或将冷却台积电(TSM.US)等亚洲科技股面临疫情后最严峻考验