---
title: "AI hardware sector sees deep pullback; Morgan Stanley: It's a technical correction, not a fundamental reversal"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42992466.md"
description: "Deep pullback in AI hardware sector, Morgan Stanley: It's a technical adjustment"
datetime: "2026-07-28T13:24:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42992466.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42992466.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42992466.md)
author: "[智通财经APP](https://longbridge.com/en/profiles/14718593.md)"
generator: "portal-rs"
---

# AI hardware sector sees deep pullback; Morgan Stanley: It's a technical correction, not a fundamental reversal

AI hardware sector sees deep pullback, Morgan Stanley: It's a technical adjustment, not a fundamental reversal  
#AICapacity #NVIDIA #TSMC #SamsungElectronics$NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Samsung Electronics (SSNGY.US)

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**