大摩闭门会议：看空还是看多AI支出？deepseek对端侧AI影响，智能手机的投资机会

Welcome to Morgan Stanley Asia TMT webcast. I'll be your host today. I'm Sean Kim, the Technology Analyst in Korea. Actually, I'm in Hong Kong today. And I'm joined by my colleagues across the regions. So you have Daniel Yen, you have Howard, Samantha, Derek, joining us from Taipei, as well as Andy among who's with me here in Hong Kong. So we'll discuss several topics today, ranging from the AI CapEx implications, through the noise on the Blackwell reset that we've seen across the supply chain, as well as s ...