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RSS·Jun 26, 2026, 05:15 PM·Henry Kanapi

Morgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After'Healthy'Pullback – Here's Why

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AI summary

A Morgan Stanley Investment Management senior portfolio manager says the pullback witnessed in AI memory and chip names is an opportunity for investors to load up on dips. Andrew Slimmon stated in a CNBC interview that he remains bullish on companies benefiting from massive AI spending, despite the recent retracement.

Why selected · Evaluation

AI value ratingHigh value
CategoryCrypto
FreshnessPublished 22h ago
Bilingual translationReady
SourceRSS
In daily briefingYes

AI rationale

关注AI算力与芯片,逢低布局

Dimensions: AI value rating (grounded in investor knowledge bases), category, freshness (≤36h preferred), bilingual completeness, source authority. Items rated High or Medium enter the daily briefing pool — top 5 each for Economy and Crypto.

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