摩根士丹利：AI应用有望推动企业利润率提升约100个基点

Odaily Planet Daily News: Michael Wilson, Chief US Equity Strategist at Morgan Stanley, stated that US companies actively integrating AI capabilities into their businesses are expected to demonstrate stronger profitability in the current earnings season. His team believes that companies whose core investment logic is AI and possess neutral to strong pricing power will see the most significant margin improvements. They estimate that with the continued advancement of AI applications, the net profit margins of these related enterprises could cumulatively improve by approximately 100 basis points by 2027. (Bloomberg)