[Mogul Morgan ranks the North American semiconductor industry as "attractive" and continues to prefer Nvidia and is optimistic about Broadcom] On November 10th, Morgan Stanley's latest research report pointed out that recent risks may make the North American semiconductor sector more range-bound, but as the stock price approaches the low range, it will tend to buy. Morgan Stanley ranks the North American semiconductor industry as "attractive" and continues to prefer Nvidia. It is also optimistic about Broadcom, and the risk returns of SanDisk and Micron Technology are also becoming increasingly attractive. Morgan Stanley said that the sub-sectors in order of preference are GPU/XPU computing, memory, semiconductor production equipment, simulation chips, network chips, and CPU.