摩根士丹利:人工智能供应链 – 对人工智能需求和供应的信心
摩根大通·2024-10-20 16:58
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: October 14, 2024 09:00 PM GMT M Global Idea Global Technology AI Supply Chain – Confidence in AI Demand and Supply shuinu9870 更多一手调研纪要和研报数据加V: NVDA Blackwell supply hiccup has mostly been removed with shipments ready on schedule. Market focus now shifts toward AI demand outlook for 2026, where we hear a positive tone fr ...