摩根士丹利策略师Wilson认为科技股抛售后人工智能板块存在机遇

环球市场播报02-09

摩根士丹利策略师指出，尽管近期人工智能股票交易波动剧烈且围绕资本支出的质疑不断，该板块仍有进一步上涨空间。　　由Michael Wilson领导的团队指出，市场对人工智能应用企业的估值仍显不足，而人工智能赋能企业仍具备基本面利好。他们称科技巨头的预期未来营收增长率已升至数十年高位。　　值得注意的是，科技七巨头的预期市盈率已降至27倍，自2023年初人工智能热潮兴起以来仅处于第12百分位水平。 ...

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Wilson领导的团队指出，市场对人工智能应用企业的估值仍显不足，而人工智能赋能企业仍具备基本面利好。他们称科技巨头的预期未来营收增长率已升至数十年高位。\n　　值得注意的是，科技七巨头的预期市盈率已降至27倍，自2023年初人工智能热潮兴起以来仅处于第12百分位水平。\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-09/doc-inhmfivh2141841.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1732800096.USD","symbol_name":"摩根大通环球收益基金A (irc)","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-09/doc-inhmfivh2141841.shtml","article_id":"2610354926","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610354926","pubTimestamp":1770630360,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根士丹利策略师指出，尽管近期人工智能股票交易波动剧烈且围绕资本支出的质疑不断，该板块仍有进一步上涨空间。　　由Michael 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