---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42992294.md"
description: "Morgan Stanley remains bullish on artificial intelligenceMorgan Stanley stated that after the recent pullback, the risk/reward of the AI supply chain remains attractive. The bank described this sell-off as primarily a technical adjustment driven by profit-taking. Morgan Stanley expects AI computing demand to exceed supply in the coming years and remains bullish on the long-term growth of AI capability enhancements, adoption rates, and AI-related capital expenditures."
datetime: "2026-07-28T13:14:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42992294.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42992294.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42992294.md)
author: "[割麻了](https://longbridge.com/en/profiles/14430749.md)"
---

# Morgan Stanley remains bullish on artificial intel…