智通财经APP获悉,华尔街金融巨头摩根士丹利近日发布研报称,基于对各行业领导者们的深度调研,总结出当前以及未来12个月左右股票市场的三大核心投资趋势,并且根据这些投资趋势汇总出有望在股市持续获得跑赢大盘的超额收益的三大中长期投资主题——即紧密围绕人工智能主题的AI算力产业链领军者们与受益于AI大浪潮的软件巨头们、受益于特朗普政府一系列利好政策的半导体设备主题以及受益于消费链愈发分裂的必需消费品主题...
Source Link智通财经APP获悉,华尔街金融巨头摩根士丹利近日发布研报称,基于对各行业领导者们的深度调研,总结出当前以及未来12个月左右股票市场的三大核心投资趋势,并且根据这些投资趋势汇总出有望在股市持续获得跑赢大盘的超额收益的三大中长期投资主题——即紧密围绕人工智能主题的AI算力产业链领军者们与受益于AI大浪潮的软件巨头们、受益于特朗普政府一系列利好政策的半导体设备主题以及受益于消费链愈发分裂的必需消费品主题...
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