摩根士丹利:欧洲AI、银行和国防板块资金流动出现变化

英为财情
Aug 15, 2025

Investing.com - 摩根士丹利在周五发布的报告中表示,仅做多的基金在第二季度增加了对欧洲人工智能赋能者的敞口,同时减少了对采用者和潜在颠覆者的持仓。该行分析覆盖了275只管理着1.4万亿美元全球、国际和欧洲授权的基金,显示相对于基准,对AI赋能者的配置按季度环比上升了39至69个基点。这一增长主要来自于勒格朗(Legrand)和西门子能源(Siemens Energy)的增持,后者是...

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