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大摩：亚洲准备好捕捉全球AI资本支出激增机遇列出区内最新主题焦点股名单

人工智能资本支出的激增正推动人工智能赋能者的盈利增长，但该行亦看到涵盖国防及经济安全领域的更广泛资本开支项目，正在带动工业及大宗商品的机遇。报告称，亚洲具上游优势，已准备好捕捉全球AI资本支出激增带来的益处，以及能源安全与国防领域公共开支仍在积聚的上升趋势。按经济风险敞口组别拆解，该行发现亚洲/新兴市场指数中超过50%的权重来自运算、大宗商品、资本品及实物资产。

大摩：亚洲准备好捕捉全球AI资本支出激增机遇列出区内最新主题焦点股名单

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href=\"https://laohu8.com/S/TSM\">台积电</a>(2330.TW)</p><p><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>(005930.KS)</p><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700)</p><p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750.SZ)</p><p>台达电(2308.TW)</p><p><a href=\"https://laohu8.com/S/01299\">友邦保险</a>(01299)</p><p>三菱重工(7011.JP)</p><p><a href=\"https://laohu8.com/S/002371\">北方华创</a>(002371.SZ)</p><p>印度Larsen &amp; Toubro Ltd</p><p>斗山重工(034020.KS)</p><p><a href=\"https://laohu8.com/S/603259\">药明康德</a>(02359)</p><p>韩华<a href=\"https://laohu8.com/S/000901\">航天</a>(012450.KS)</p><p><a href=\"https://laohu8.com/S/FANUY\">发那科</a>(6954.JP)</p><p>现代电气(267260.KS)</p><p><a href=\"https://laohu8.com/S/300124\">汇川技术</a>(300124.SZ)</p><p>台湾纬颖(6669.TW)</p><p>泰国Gulf Development PCL</p><p>新加坡ST Engineering</p><p><a href=\"https://laohu8.com/S/002028\">思源电气</a>(002028.SZ)</p><p>古河电工(5801.JP)</p><p>大成建设(1801.JP)</p><p>澳洲Lynas稀土</p><p>双日(2768.JP)</p><p>GS Yuasa(6674.JP)</p><p>澳洲GemLife Communities集团</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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：亚洲准备好捕捉全球AI资本支出激增机遇 列出区内最新主题焦点股名单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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大摩：亚洲准备好捕捉全球AI资本支出激增机遇 列出区内最新主题焦点股名单

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大摩：亚洲准备好捕捉全球AI资本支出激增机遇列出区内最新主题焦点股名单