摩根士丹利证券张欣：AI技术在中长期有望显著提升生产力

金融一线05-18

专题：2026清华五道口全球金融论坛丨朱民、诺奖得主等重磅嘉宾出席

　　5月18日金融一线消息，2026清华五道口全球金融论坛5月17日-20日在四川成都举办。本次论坛主题为“变局下的全球金融治理：新挑战、新机遇、新发展”。

　　“全球资本市场的发展趋势”主题论坛上，摩根士丹利证券（中国）有限公司董事长张欣表示，随着宏观不确定性攀升驱动行业结构性调整，各微观领域应对风险的韧性亦同步转化为值得关注的投资机遇：首先，人工智能及其基础设施领域。AI技术在中长期有望显著提升生产力。其次，能源转型所衍生的投资机会。当前亚洲国家对能源的高度依赖，正驱动其在能源安全战略下向中长期能源结构转型。最后，由经济安全导向的全球供应链重塑，也将创造结构性机遇。

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