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01.06.26 - 01:00
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Chinese EV makers shift focus from price wars to AI capability: Morgan Stanley (SCMP)
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The focus of competition for Chinese electric vehicles (EVs) is shifting from prices to artificial intelligence capability, as carmakers try to manage weakening demand amid tightened regulations, according to Morgan Stanley.
The push in AI would likely bring models with conditionally autonomous driving capability, or Level 3 (L3), to market, said Tim Hsiao, head of the Greater China auto and shared mobility research team at Morgan Stanley, in a recent interview with the South China Morning Post.......
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29.05.26 - 02:06
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Morgan Stanley: Supply constraints to drive next phase of the AI boom (Digitimes)
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As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle....
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28.05.26 - 09:36
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Aluminum Market Tightness Could Continue for ′Long Time,′ Morgan Stanley Says (Bloomberg)
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Amy Gower, metals and mining commodities strategist at Morgan Stanley, discusses the impact of the Iran war on aluminum prices. Speaking on Bloomberg Television, she warns the market could "stay quite tight" for a long time. "Most of the smelters that are shut are damaged, and so they're looking at sort of twelve-month restart timelines," Gower explains. (Source: Bloomberg)...
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