Tech inflation
Search documents
2026 年展望:偏好 AI 领域而非非 AI 领域;逻辑芯片与存储芯片均具吸引力-2026 Outlook Prefer AI to Non-AI; Both Logic and Memory Are Attractive
2026-01-09 05:13
January 8, 2026 07:01 AM GMT Investor Presentation | Asia Pacific 2026 Outlook: Prefer AI to Non-AI; Both Logic and Memory Are Attractive | Downloaded by Neil.Wang@troweprice.com M | Not for redistribution without written consent of Morgan Stanley Charlie Chan Equity Analyst | | | --- | --- | --- | | | | Foundation | | January 8, 2026 07:01 AM GMT | | | | Investor Presentation Asia Pacific | Morgan Stanley Taiwan Limited+ | | | 2026 Outlook: Prefer AI to Non-AI; Both Logic and | Charlie.Chan@morganstanley.c ...