Morgan Stanley: The market severely underestimates the explosive potential of AI, and the gap between computing power and electricity demand is expected to continue widening.

Morgan Stanley issued a report indicating that the market may currently be significantly underestimating the actual explosive power and depth of the AI revolution. Leading large language models (LLMs) are experiencing "non-linear leaps in capability," with exponential AI growth encountering systemic supply bottlenecks. The global shortfall in computing power and electricity demand is expected to expand continuously over the long term. Data cited in the report shows that global weekly token usage surged 250% to 22.7 trillion in the first quarter of this year, with some LLM providers already imposing limits on user consumption. Morgan Stanley predicts that future demand for computing power will grow at a faster rate than NVIDIA's (NVDA.US) projected annual compound supply growth.

AASTOCKSApr 13 12:12

Triple boost propels AI application stocks! Zhipu's share price once broke through HKD 1,000, setting another all-time high.

The Hong Kong stock market weakened at the opening due to external influences, with most individual stocks performing poorly, while some AI concept stocks bucked the trend and strengthened.

cls.cnApr 13 11:27

Who Benefits from Token 'Inflation'? Institutions Point to One 'Chip,' Two 'Models,' and Three 'Clouds.'

Overall, it is recommended to focus on the core assets of three main themes: 'chip', 'module', and 'cloud'.

Zhitong FinanceApr 10 11:41

Unusual Options Activity: MOD, GDS and Others Attract Market Bets, MOD V/OI Ratio Reaches 272.7

EST Apr 9th Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options

Futu NewsApr 10 01:30

Hong Kong Stock Movement | Both CLSA and Goldman Sachs Express Optimism, Kingsoft Cloud Surges Over 10%

Gelonghui, April 8 | AI application concept stocks in the Hong Kong stock market collectively performed strongly. Among them, Kingsoft Cloud (3896.HK) surged over 10%, closing at 7.85 Hong Kong dollars. In a previous research report, CLSA noted that Kingsoft Cloud's performance in the fourth quarter of last year exceeded expectations, driven by strong artificial intelligence (AI) demand, with total revenue increasing by 24% year-over-year. Revenue from public cloud services grew by 35% year-over-year during the period. The firm forecasts that Kingsoft Cloud’s revenue will grow by 30% annually in 2026, accelerating from 23% growth in 2025, primarily propelled by ongoing AI demand from Xiaomi and non-ecosystem customers. The firm has also raised its revenue forecasts for this year and next.

Gelonghui FinanceApr 8 11:23

Goldman Sachs Bullish on Global Tech Stocks: Low Valuations Present Buying Opportunities, More Defensive Amid Iran Conflict

① Goldman Sachs noted that global technology stocks, including U.S. tech stocks, are currently trading at relatively low valuations after an extended period of underperformance, presenting potential entry opportunities for investors; ② Goldman Sachs also mentioned that technology stocks may exhibit relatively stronger defensive characteristics amid the Iran conflict.

cls.cnApr 7 21:50