Morgan Stanley: Opportunities Exist in the AI Sector After U.S. Tech Stock Sell-Off

格隆汇2026/02/09 09:38

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Glonghui, February 9th｜Morgan Stanley strategists pointed out that despite recent volatility in artificial intelligence stock trading and ongoing doubts about capital expenditures, the sector still has further upside potential. The team led by Michael Wilson noted that the market continues to undervalue AI application companies, while AI-enabled enterprises still enjoy fundamental benefits. Notably, the expected price-to-earnings ratio of the Tech Seven Giants has dropped to 27 times, which is only at the 12th percentile since the AI boom began in early 2023.

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Nvidia's board has approved an additional $150 billion in stock repurchase authorization, marking the largest single increase in history, bringing the remaining buyback allowance to $235 billion, with plans to complete it by fiscal year 2028. CEO Jensen Huang stated that the transformation driven by AI and accelerated computing platforms is fueling the company’s growth, and strong profits and cash flow are supporting this large-scale buyback. Following the announcement, Nvidia’s pre-market stock price rose by as much as 1.7%, outperforming the declining futures market.

华尔街见闻•2026/09/28 11:56