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海容易啊
08-05
这篇文章不错,转发给大家看看
AI重塑商业竞争格局:大摩揭示五大投资机遇 Adobe、亚马逊获重点推荐
在多重筛选维度中,Adobe、亚马逊和江森自控三家企业尤为突出,均被认定为高质量的大盘股AI应用先锋,人工智能在其商业战略中的核心地位日益凸显。大摩给予这些公司"增持"评级,认为它们兼具AI技术赋能者与应用者的双重优势。
AI重塑商业竞争格局:大摩揭示五大投资机遇 Adobe、亚马逊获重点推荐
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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07:25","market":"us","language":"zh","title":"AI重塑商业竞争格局:大摩揭示五大投资机遇 Adobe、亚马逊获重点推荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2556534875","media":"智通财经","summary":"在多重筛选维度中,Adobe、亚马逊和江森自控三家企业尤为突出,均被认定为高质量的大盘股AI应用先锋,人工智能在其商业战略中的核心地位日益凸显。大摩给予这些公司\"增持\"评级,认为它们兼具AI技术赋能者与应用者的双重优势。","content":"<html><head></head><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上周发布的研究报告显示,人工智能正从实验阶段迈向各大行业的大规模部署,加速提升运营效率并重塑竞争优势。</p><p>这份报告指出,企业在数字和实体领域的人工智能应用正快速推进,通过生成式AI、自动化与机器学习优化供应链、改善客户服务、提升财务预测能力并加速研发进程。</p><p>该行对首席信息官的最新调查显示,60%的受访者预计基于生成式AI的工作负载将在2025年底前投入生产应用,这一比例与今年初持平。企业AI战略的核心目标包括提升内部生产效率、节约人力成本,以及开发能创造收入与提升满意度的客户终端应用。</p><p>"技术进步正模糊数字智能与实体执行的界限,开创运营敏捷性的<a href=\"https://laohu8.com/S/00166\">新时代</a>,"由股票策略师米歇尔·韦弗领衔的分析团队在报告中写道。报告强调,企业正通过自主开发或战略合作定制AI解决方案,在运营速度、精确性与安全性方面获得可量化的收益。</p><p>报告梳理出五类AI投资机遇:从具备强定价权与深度AI整合能力的企业,到期权市场低估其AI收益潜力的公司。</p><p>在多重筛选维度中,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>(ADBE.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN<span>.US</span>)和<a href=\"https://laohu8.com/S/JCI\">江森自控</a>(JCI<span>.US</span>)三家企业尤为突出,均被认定为高质量的大盘股AI应用先锋,人工智能在其商业战略中的核心地位日益凸显。</p><p>其他被重点关注的规模化应用者包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA<span>.US</span>)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT<span>.US</span>)、<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL<span>.US</span>)、Meta Platforms(META<span>.US</span>)和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA<span>.US</span>)。大摩给予这些公司"增持"评级,认为它们兼具AI技术赋能者与应用者的双重优势。</p><p>尽管AI部署存在行业差异(能源业的预测性维护、金融业的欺诈检测、制造业的自主机器人等),但该行认为这一趋势具有普遍性且正在加速。</p><p>大摩总结道,<span>"人工智能正成为运营效率和竞争优势的重要驱动力。"</span></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1325137.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,摩根士丹利上周发布的研究报告显示,人工智能正从实验阶段迈向各大行业的大规模部署,加速提升运营效率并重塑竞争优势。这份报告指出,企业在数字和实体领域的人工智能应用正快速推进,通过生成式AI、自动化与机器学习优化供应链、改善客户服务、提升财务预测能力并加速研发进程。该行对首席信息官的最新调查显示,60%的受访者预计基于生成式AI的工作负载将在2025年底前投入生产应用,这一比例与...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1325137.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","ADBE":"Adobe","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL 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SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1325137.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556534875","content_text":"智通财经APP获悉,摩根士丹利上周发布的研究报告显示,人工智能正从实验阶段迈向各大行业的大规模部署,加速提升运营效率并重塑竞争优势。这份报告指出,企业在数字和实体领域的人工智能应用正快速推进,通过生成式AI、自动化与机器学习优化供应链、改善客户服务、提升财务预测能力并加速研发进程。该行对首席信息官的最新调查显示,60%的受访者预计基于生成式AI的工作负载将在2025年底前投入生产应用,这一比例与今年初持平。企业AI战略的核心目标包括提升内部生产效率、节约人力成本,以及开发能创造收入与提升满意度的客户终端应用。\"技术进步正模糊数字智能与实体执行的界限,开创运营敏捷性的新时代,\"由股票策略师米歇尔·韦弗领衔的分析团队在报告中写道。报告强调,企业正通过自主开发或战略合作定制AI解决方案,在运营速度、精确性与安全性方面获得可量化的收益。报告梳理出五类AI投资机遇:从具备强定价权与深度AI整合能力的企业,到期权市场低估其AI收益潜力的公司。在多重筛选维度中,Adobe(ADBE.US)、亚马逊(AMZN.US)和江森自控(JCI.US)三家企业尤为突出,均被认定为高质量的大盘股AI应用先锋,人工智能在其商业战略中的核心地位日益凸显。其他被重点关注的规模化应用者包括英伟达(NVDA.US)、微软(MSFT.US)、谷歌母公司Alphabet(GOOGL.US)、Meta Platforms(META.US)和特斯拉(TSLA.US)。大摩给予这些公司\"增持\"评级,认为它们兼具AI技术赋能者与应用者的双重优势。尽管AI部署存在行业差异(能源业的预测性维护、金融业的欺诈检测、制造业的自主机器人等),但该行认为这一趋势具有普遍性且正在加速。大摩总结道,\"人工智能正成为运营效率和竞争优势的重要驱动力。\"","news_type":1,"symbols_score_info":{"ADBE":1,"AMZN":1,"USAW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":177,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}