摩根士丹利：人工智能恐慌为选股者创造机遇

环球市场播报02-25

摩根士丹利策略师表示，对人工智能带来颠覆的担忧引发的各板块过度抛售，为选股者创造了机会。　　Andrew Pauker等策略师表示，投资者应寻找该团队所说的“人工智能既有优势者”、高增长股以及高质量个股，以把握价格回落以及技术普及带来的动能。对那些定价权强、积极采用AI的公司而言，其投资逻辑仍在增强。　　Pauker写道：“短期内人工智能的普及有助于抵消对受影响领域以及整体市场受到更长期颠覆的...

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Financial列为该行分析师眼中“最具防御性”的个股。\n　　策略师认为，在其他板块中，消费金融类股票也将是人工智能的净受益者，最终的效率提升将盖过短期的扰动。他们表示，在保险业，人工智能应该会逐步改善经纪业务，但复杂的合同、监管和合规问题不太可能在短期内受到扰动。\n　　在支付和金融科技领域，策略师认为万事达和维萨是人工智能和代理型商业的净受益者。\n　　“目前的情况是重大投资周期中的典型特征，”Pauker和他的同事写道，“波动区间往往会扩大，而且在此过程中会出现一些间歇性时期，市场会对资本支出的速度以及哪些市场领域可能受到扰动产生疑问。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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