8月4日，摩根士丹利盘中上涨3.07%，报217.715美元/股，成交额6.73亿美元。同业高盛同步上涨3.46%，投行板块整体走强。
消息面上，多重利好共振推升股价。一方面，摩根士丹利牵头的银行财团正就向Anthropic数据中心开发商提供150亿美元贷款进入深度洽谈，谷歌将提供财务担保与芯片支持，该项目涉及得州大型数据中心园区及配套发电厂建设，彰显公司在AI基建融资领域的领先地位。另一方面，公司财富管理部门二季度凭借SpaceX上市斩获超700亿美元净新增资产，预计带来逾1亿美元的经常性年收入。此外，RBC已将摩根士丹利目标价上调至243美元，看好其强劲资本回报能力。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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