AI第二阶段开启！摩根士丹利筛选受益股，哈里伯顿、美国银行等传统行业迎AI盈利红利

智通财经07-27

智通财经APP获悉，随着美股二季度财报季进入最繁忙的一周，摩根士丹利首席美股策略师迈克尔·威尔逊(Michael Wilson)最新研报指出，积极整合人工智能(AI)技术能力的美国企业正迎来盈利能力的实质性改善，AI应用已从“试验阶段”明确转向“可量化的企业价值创造阶段”。威尔逊领导的团队表示，对于以AI为核心投资逻辑、且定价能力处于中性至强劲水平的企业，市场对其利润率的预期“改善最为明显”。他...

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