UBS Warning: Chipmakers' Pricing Power Faces Greater Pressure

BlockBeats News, July 10th, Morgan Stanley's Lisa Shalett urged investors to be cautious on chip stocks, stating that more signs indicate limited pricing power for chipmakers, meaning these stocks may have run up too much on optimism around AI spending.

Morgan Stanley Wealth Management's Chief Investment Officer Shalett said, "We see the AI data center tech stack being redesigned to incorporate lower-cost proprietary chips, with many hyperscale cloud players now designing these chips in-house."

ソース：BlockBeats

免責事項：現在のコンテンツは第三者の視点に基づくもの、または第三者の視点からAIが直接翻訳したものです。CoinExはコンテンツの信頼性、正確性、独創性を保証するものではなく、CoinExからの投資アドバイスを構成するものではありません。暗号資産の価格変動は急激に変動します。潜在的なリスクにご注意ください。