摩根士丹利发现AI相关"阿尔法"收益的下一波浪潮

英为财情

2025/07/26

Investing.com - 据摩根士丹利分析师称，在那些业务严重依赖人工智能的公司中，正出现"明显迹象"表明它们的回报率高于基准水平。包括谷歌母公司Alphabet (NASDAQ:GOOGL)和Facebook母公司Meta Platforms (NASDAQ:META)在内的全球最大公司，今年已经制定了在人工智能领域进行重大投资的计划，他们希望利用并最终将自动化工具变现。人工智能已成为...

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据摩根士丹利分析师称，在那些业务严重依赖人工智能的公司中，正出现\"明显迹象\"表明它们的回报率高于基准水平。\n包括谷歌母公司Alphabet (NASDAQ:GOOGL)和Facebook母公司Meta Platforms (NASDAQ:META)在内的全球最大公司，今年已经制定了在人工智能领域进行重大投资的计划，他们希望利用并最终将自动化工具变现。\n人工智能已成为...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2903989\">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":"LU0106831901.USD","symbol_name":"贝莱德世界金融基金A2","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2903989","article_id":"2554716823","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2903989","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2554716823","pubTimestamp":1753518600,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 据摩根士丹利分析师称，在那些业务严重依赖人工智能的公司中，正出现\"明显迹象\"表明它们的回报率高于基准水平。在摩根士丹利第四次调查中，该券商覆盖范围内有259只总市值达8.7万亿美元的股票已将人工智能作为其运营中的\"重要因素\"。自摩根士丹利发布第三次调查以来，亚太地区的人工智能采用率出现了最显著的增长，尽管该地区企业的定价能力有疲软迹象。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - 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Franklin Income A MDIS SGD-H1","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H"},"translate_title":"Morgan Stanley finds next wave of AI-related \"alpha\" gains","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MS":1},"content_text":"Investing.com - 据摩根士丹利分析师称，在那些业务严重依赖人工智能的公司中，正出现\"明显迹象\"表明它们的回报率高于基准水平。\n包括谷歌母公司Alphabet (NASDAQ:GOOGL)和Facebook母公司Meta Platforms (NASDAQ:META)在内的全球最大公司，今年已经制定了在人工智能领域进行重大投资的计划，他们希望利用并最终将自动化工具变现。\n人工智能已成为股票市场的核心驱动力，尖端芯片设计商Nvidia (NASDAQ:NVDA)股价的飙升只是这项技术对投资者影响的一个例证。\n在摩根士丹利第四次调查中，该券商覆盖范围内有259只总市值达8.7万亿美元的股票已将人工智能作为其运营中的\"重要因素\"。\n摩根士丹利分析师表示，那些被人工智能崛起\"颠覆\"的公司已经看到分析师对其业绩预测进行了负面调整，而采用这一新兴技术的公司在盈利修正方面领先市场。\n他们补充说，\"人工智能重要性\"的迹象已经出现在相对价格表现中，工业、信息技术和非必需消费品领域的公司被认为是通过更高的定价能力创造\"阿尔法\"收益的\"最佳定位\"。\"阿尔法\"是指衡量投资绩效的指标，描述了投资超越更广泛市场的能力。\n与此同时，分析师的研究发现，增加人工智能曝光度和使用率的股票表现优于那些在这些类别中减少的股票。\n自摩根士丹利发布第三次调查以来，亚太地区的人工智能采用率出现了最显著的增长，尽管该地区企业的定价能力有疲软迹象。\n北美地区的人工智能采用率略有增加，定价能力没有净变化。\n\"随着人工智能相关公司从炒作转向执行，该地区的情况可能看起来更加平静，但表面之下仍有很多活动，\"分析师写道。\n他们列出了几只所谓\"人工智能重要性\"的股票，特别是那些已将该技术作为业务\"核心\"部分的公司。其中，摩根士丹利对电子商务集团亚马逊(NASDAQ:AMZN)、通信服务公司美图和工业企业江森自控(NYSE:JCI)给予\"增持\"评级。摩根士丹利还列出了信息技术公司ASM International (AS:ASMI)、SAP公司、智邦科技、世纪互联和万国数据(NASDAQ:GDS)。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","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,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}