摩根士丹利策略师指出，尽管近期人工智能股票交易波动剧烈且围绕资本支出的质疑不断，该板块仍有进一步上涨空间。

　　由Michael Wilson领导的团队指出，市场对人工智能应用企业的估值仍显不足，而人工智能赋能企业仍具备基本面利好。他们称科技巨头的预期未来营收增长率已升至数十年高位。

　　值得注意的是，科技七巨头的预期市盈率已降至27倍，自2023年初人工智能热潮兴起以来仅处于第12百分位水平。

　　他们认为美元走弱将提振科技巨头业绩，因其国际销售业务占比较高。

　　他们指出“基于中位数股票数据，AI应用企业财报发布后T+1日跑赢大盘1%”。

　　他们。补充称，摩根士丹利软件团队认为微软、财捷集团、Salesforce、ServiceNow、Atlassian、Snowflake、Shopify、Cloudflare及派拓网络公司存在“诱人买入点”。

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责任编辑：李肇孚

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