摩根士丹利2026年十大预测:AI能力分化加剧,科技巨头加速整合能源设施

华尔街见闻
Jan 26

摩根士丹利预测2026年,全球AI技术发展呈现分化格局、算力需求指数级增长超越供给能力、特朗普政府推出强力政策议程、AI技术转让与国家自给自足压力、能源成本上升引发政策反弹、AI巨头加速整合能源基础设施、全球制造业版图重构、拉美迎来三重变革驱动新投资周期、企业和政府启动大规模再培训计划、变革性AI将重塑经济和资产估值。近期,摩根士丹利全球主题研究主管Stephen C Byrd发布2026年市场...

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