---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42839466.md"
description: "Morgan Stanley: Data center storage gap widens; institutions believe AI semiconductors present a window for opening positions."
datetime: "2026-07-21T23:51:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42839466.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42839466.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42839466.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
---

# Morgan Stanley: Data center storage gap widens; in…


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## Comments (28)

- **价值滑头 · 2026-07-22T21:17:13.000Z**: Not guilty in the first instance!
- **puppy · 2026-07-22T07:33:43.000Z**: Sold A after gaining 10 points and switched to Zhongji, hahahaha
- **mayday · 2026-07-22T06:39:39.000Z · 👍 1**: What do you think of this Z guy?
- **CQCP · 2026-07-22T06:15:10.000Z**: For Hong Kong-listed flights, this still needs to be monitored for the long term. Like storage, there are too many ghost stories and rumors. You really need to understand the company and the industry; capacity expansion isn't something that just happens on a whim. There are also many new players in 
- **sunny0216 · 2026-07-22T03:49:56.000Z**: Will Hong Kong Flight replicate the situation of Auntie Zhao from three months ago? 🙄
  - **京城Z先生** (2026-07-22T03:55:25.000Z): I think it looks more like $Sibanye Stillwater(SBSW.US)🤬
  - **sunny0216** (2026-07-22T03:57:08.000Z): 🥹 This makes me a bit sad
- **小哈同学 · 2026-07-22T02:06:13.000Z**: The boss has a lot of screenshots.
- **蟹老板的交易员 · 2026-07-22T01:16:44.000Z**: This b said both the good and bad things
- **护花使者爱理财 · 2026-07-22T00:10:28.000Z**: Z's pics are still the best; others' pics make me cough while smoking 😂😂
  - **京城Z先生** (2026-07-22T00:15:54.000Z): Suck it hard!
- **卢氏一族 · 2026-07-22T00:06:33.000Z**: Bro Z, Changfei H can be pulled up by Corning today!
  - **京城Z先生** (2026-07-22T00:20:10.000Z): This investment is 堪称 my A-share $Sibanye Stillwater(SBSW.US), a complete flop 🙈
  - **all in ai** (2026-07-22T00:51:35.000Z): Asking whether I should hold onto "Light Blood Vessel" at all costs
  - **長野原烟花店交易员** (2026-07-22T00:54:35.000Z): Just stabilizing is already good enough, still hoping for a rise 😃
- **李大霄 · 2026-07-22T00:01:16.000Z · 👍 1**: Morning 😆
- **Liora · 2026-07-21T23:57:32.000Z · 👍 14**: The decline is all rumors, while the rise has its own reasons.Couplet: It's all noise
- **千年伯爵 · 2026-07-21T23:53:58.000Z · 👍 6**: He calls the shots on both long and short positions 😂
- **長野原烟花店交易员 · 2026-07-21T23:53:53.000Z · 👍 1**: Super Micro Computer's earnings report also corroborates the strong demand for AI servers
- **流萤和昔涟的交易员 · 2026-07-21T23:53:43.000Z**: This chart is amazing
- **冷静沉着 · 2026-07-21T23:53:30.000Z**: Pump and dump, leveraged positions lost their underwear
- **超可爱的大泡泡 · 2026-07-21T23:53:20.000Z**: The memes are so funny 😂😂