Morgan Stanley: AI applications are expected to drive corporate profit margins up by about 100 basis points

ME News, July 27 (UTC+8): Michael Wilson, Morgan Stanley’s chief U.S. equities strategist, said that U.S. companies actively integrating AI capabilities into their businesses are expected to show stronger profitability in this earnings season. His team believes that AI is the core investment thesis, and that companies with neutral to stronger pricing power will see the most significant improvement in profit margins. They also expect that as AI applications continue to advance, by 2027 the net profit margins of relevant companies could cumulatively improve by about 100 basis points. (Source: ODAILY)
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