在 DeepSeek 影响下更新的人工智能半导体展望

March 7, 2025 03:30 AM GMT Investor Presentation | Asia Pacific Greater China Tech Semiconductor: Refreshed AI semi outlook amid DeepSeek impact Our positive view on cloud AI demand is unchanged after US CSPs reiterated expectations of similar AI capex intensity ahead. That said, we are more constructive on China AI and MediaTek is rated OW. | M March 7, 2025 03:30 AM GMT Investor Presentation Asia Pacific | Morgan Stanley Taiwan Limited+ Charlie.Chan@morganstanley.com | Foundation +886 2 2730-1725 | | --- ...