摩根士丹利近日发表全球主题投资报告表示,主题性研究一直是该行研究部的重点。在市场高度波动时,认为以主题性视角能帮助识别最具吸引力的投资机会。2026年的四大核心主题为:科技扩散(Tech Diffusion)、能源未来、多极化世界(Multipolar World),以及社会转型( Societal Shifts)。其中三个主题与去年相同,而“社会转型”则是对先前“长寿”主题的演进与扩展。该行列出...
Source Link摩根士丹利近日发表全球主题投资报告表示,主题性研究一直是该行研究部的重点。在市场高度波动时,认为以主题性视角能帮助识别最具吸引力的投资机会。2026年的四大核心主题为:科技扩散(Tech Diffusion)、能源未来、多极化世界(Multipolar World),以及社会转型( Societal Shifts)。其中三个主题与去年相同,而“社会转型”则是对先前“长寿”主题的演进与扩展。该行列出...
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