Morgan Stanley Fixed-Thematics Mapping AIs Rate of Change-108563651

2024-06AI大模型62免费

📄 文件全名: 《Morgan Stanley Fixed-Thematics Mapping AIs Rate of Change-108563651.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: since 4Q23, according to our analysts. AI is now more material to 97% of Utilities
Core to Thesis exposure to AI have rallied >25% YTD. We believe this strategy
now have 20% upside to MS Base Case target prices compared to only 14%
Utilities - which have already delivered 15% alpha YTD. The question for
Enablers is whether Software, which has lagged semis by 60%, can close the
🏷️ 核心议题: #ChatGPT

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报告摘要

June 4, 2024 09:38 PM GMT Mapping AI's Rate of Change Measuring AI’s rate of change will be critical in understanding where incremental alpha opportunities exist.

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《Morgan Stanley Fixed-Thematics Mapping AIs Rate of Change-108563651》主要包含哪些内容?

June 4, 2024 09:38 PM GMT Mapping AI's Rate of Change Measuring AI’s rate of change will be critical in understanding where incremental alpha opportunities exist.核心数据:since 4Q23, according to our analysts. AI is now more material to 97% of Utilities;Core to Thesis exposure to AI have rallied >25% YTD. We believe this strategy;now have 20% upside to MS Base Case target prices compared to only 14%。

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覆盖 2024 年,全文约 62。

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