Morgan Stanley Fund: Optimistic about AI technology companies with the ability to expand overseas and brand consumption companies.

Morgan Stanley Fund Company believes that the stock market may continue to be affected by overseas factors in the future. However, from the perspective of listed companies' profits, there is a high probability of performance improvement next year. At the same time, policies will remain loose, which also benefits the increase in market valuation. Therefore, it is important to maintain an optimistic outlook on Chinese assets at present, and to be optimistic about AI technology companies with the ability to go global and brand consumer companies.