大摩：亚洲准备好捕捉全球AI资本支出激增机遇列出区内最新主题焦点股名单

智通财经05-15

智通财经APP获悉，摩根士丹利发布研报称，亚太股市继续受惠于指数在运算、大宗商品及资本品方面的倾斜。人工智能资本支出的激增正推动人工智能赋能者的盈利增长，但该行亦看到涵盖国防及经济安全领域的更广泛资本开支项目，正在带动工业及大宗商品的机遇。报告称，亚洲具上游优势，已准备好捕捉全球AI资本支出激增带来的益处，以及能源安全与国防领域公共开支仍在积聚的上升趋势。按经济风险敞口组别拆解，该行发现亚洲/...

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大摩：亚洲准备好捕捉全球AI资本支出激增机遇 列出区内最新主题焦点股名单

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大摩：亚洲准备好捕捉全球AI资本支出激增机遇列出区内最新主题焦点股名单