摩根士丹利称，AI电力短缺正冲击芯片供应链。根据摩根士丹利的报告，英伟达和博通未受此影响。引述“AI电力短缺冲击芯片供应链”— 摩根士丹利来源Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan StanleyReuters
