7月15日，摩根大通私人银行策略师Madison Faller近日在接受采访时指出，投资者不应只紧盯大型科技企业，而应放眼整条人工智能(AI)产业链挖掘机会。
“AI并非仅属于某个单一行业的故事，”该行全球投资策略师在采访中表示。她指出，“我们更关注那些资本密集度更高、更难以被替代的资产，”并特别提到半导体、基础设施、公用事业及工业板块。
Faller认为，科技企业的强劲表现可与市场整体盈利增长并存。她补充称，本轮财报季中，标普500指数涵盖的11个行业里，预计有10个板块将实现利润增长。据LSEG IBES汇总分析师预测，第二季度标普500指数整体盈利预计同比增长23.4%，较年初预测的15.2%大幅上修。
摩根大通团队预计，未来一年标普500指数的总回报上行空间接近10%。
与此同时，他们预期欧洲大型股有望实现中个位数回报。Faller指出，鉴于欧洲银行板块基本面改善、股息与股票回购持续增加，该区域银行股值得关注。
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