Morgan Stanley warns that chip makers' pricing power is facing greater pressure

华尔街见闻2026/07/10 15:33

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Morgan Stanley Wealth Management Chief Investment Officer Shalett stated: "We are seeing the AI data center technology stack being redesigned to incorporate lower-cost self-developed chips, and many hyperscale cloud service providers are now designing these chips themselves." (Bloomberg TV)

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Morgan Stanley warns that chip makers' pricing power is facing greater pressure

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