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- 2026-06-09 发布于北京
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AlandtheEconomicTransition
May27,2026
MichaelGapen,ChiefUSEconomistSamCoffin,USEconomist
DiegoAnzoategui,USEconomistArunimaSinha,GlobalEconomist
MichelleWeaver,USEquityThematicStrategist
MorganStanley
2MAY27,2026
2
Almattersforouroutlookoninvestmentspending,labormarketsandproductivitygrowth
·Al-relatedcapexshouldcontinuetodriveoverallgrowth,supportedbysustainedhyperscaler
spending-whichshouldexceed$1tnin2027-andtheongoingbuildoutofcomputeandpowercapacity.Al-relatedspendingwillremainthedominantdriverwithinbusinessspendin
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