Lates News

Morgan Stanley strategists said that the excessive selling across industries triggered by concerns about the disruptive impact of artificial intelligence has created opportunities for stock pickers. Investors should look for "legacy AI companies," strong-growth companies, and high-quality companies to take advantage of the pricing advantage and market momentum brought about by the widespread application of AI technology. Strategists, including Andrew Parker, said the investment thesis for AI applications with strong pricing power is becoming increasingly solid. The widespread use of artificial intelligence in the short term helps to offset concerns about the long-term changes faced by affected industries and the overall market. The software industry is one of the industries most severely impacted by investor panic, and the market seems to assume that existing companies cannot leverage AI innovation. However, on the contrary, strategists believe that artificial intelligence is expanding the reachable market for enterprise software and companies like Microsoft, Intuit, and Atlassian are presenting "attractive entry points."