Morgan Stanley Fixed-Thematics Mapping AIs Rate of Change-108563651
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.
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.
报告信息
- 文件全名
- 《Morgan Stanley Fixed-Thematics Mapping AIs Rate of Change-108563651.pdf》
- 适合读者
- 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
常见问题
《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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