摩根士丹利威尔逊:股市上涨行情将扩散至芯片板块以外领域

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【摩根士丹利威尔逊:股市上涨行情将扩散至芯片板块以外领域】摩根士丹利策略师表示,随着半导体相关个股上涨动能消退,投资者正转向大型云服务商以及美股其他此前滞涨板块。由迈克尔・威尔逊领衔的策略团队建议,短期优先配置大型云服务商,而非半导体板块;受近数月股价表现疲软影响,各大云服务商或将下调资本开支增速预期。报告指出,大型云服务商在人工智能生态中具备 “极具吸引力的多元增长空间:核心业务根基稳固,有能力参与并主导智能应用层的研发落地,同时其降本增效潜力尚未被市场充分重视”。团队同时看好非必需消费品、交通运输以及生物科技板块个股。

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