Morgan Stanley: Midterm Elections Won’t Alter the AI Investment Cycle
A November 4 article by Morgan Stanley said that even if Democrats win both chambers of Congress, the AI investment cycle is expected to continue, the U.S. stock market outlook remains positive over the long term, and it maintains its preference for overweighting global equities and underweighting core bonds.
The firm also highlighted two caveats: data center approvals and grid connections could slow projects; cuts to benefits could be delayed or watered down, and Treasury issuance with maturities of 2–7 years could increase slightly.
#btc #crypto #摩根士丹利
A November 4 article by Morgan Stanley said that even if Democrats win both chambers of Congress, the AI investment cycle is expected to continue, the U.S. stock market outlook remains positive over the long term, and it maintains its preference for overweighting global equities and underweighting core bonds.
The firm also highlighted two caveats: data center approvals and grid connections could slow projects; cuts to benefits could be delayed or watered down, and Treasury issuance with maturities of 2–7 years could increase slightly.
#btc #crypto #摩根士丹利
