摩根士丹利在最新研报中提出，随着亚洲地区人工智能应用加速普及以及人口老龄化问题日益凸显，银行业将成为这两大结构性趋势下的净受益方。该机构股票策略师在报告中指出，中国香港与新加坡的银行机构受这两项趋势的叠加影响最为显著。
报告详情显示，这些地区的银行不仅能从人工智能投资的长期扩张周期中直接获益，还能借助财富管理业务的模式升级以及老龄化社会带来的人口结构变化，获得新的增长动能。摩根士丹利构建的评估模型显示，汇丰、星展、华侨银行、渣打银行以及大华银行均展现出较高的受益敞口。
相较之下，该机构策略师对澳大利亚的银行板块看法趋于谨慎。他们认为，这一市场面临估值水平偏高、货币政策存在收紧可能以及税收环境出现不利调整等多重压力，这些因素共同限制了其潜在的上行空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.