{"id":"n_jsizw6yxpedntyacfsxa","seq":9417071,"kind":"article","title":"AI股暴跌別急著逃？大摩點名台積電、聯發科等9檔「逢低布局」","title_en":"AI stocks plunge but don't rush to flee? Morgan Stanley names TSMC, MediaTek and 9 others as 'buy on the dip' opportunities","url":"https://www.storm.mg/article/11180304","summary":"美國期中選舉後，市場擔心資料中心面臨更嚴格監管，AI供應鏈股價承壓，摩根士丹利卻認為市場反應過度，近期修正帶來選擇性逢低布局機會。根據《東森財經》轉述大摩報告，台積電、聯發科、世芯-KY、創意、日月光投控、京元電、欣興、南電及台達電等9檔台股，均被列入看好名單。《路透》9日報導，大摩研判，選後政策變化可能讓部分資料中心專案從2028年延後至2029年，但尚不.........","published":"2026-11-10T11:03:15Z","seen":"2026-11-10T11:09:00Z","lang":"zh","country":"TW","source":{"id":"kite-storm-mg-4a0d0a","name":"storm.mg","domain":"storm.mg"},"via":"kite-storm-mg-4a0d0a","authors":["蕭宥宸"],"entities":[{"id":"Q713418","name":"TSMC","type":"org"},{"id":"Q699848","name":"MediaTek","type":"org"}],"mentions":2,"story":"st_5gl3snlnibsxryxjuk2q","category":"economy-business","category_p":0.66,"category2":"science-technology","sentiment":"neutral","tone":-0.28,"political":0.04}