摩根士丹利基金：看好具备出海能力的AI科技公司以及品牌消费公司

Group 1 - The core viewpoint is that the stock market may continue to be influenced by overseas factors, but there is a high probability of earnings improvement for listed companies next year [1] - The policy environment is expected to remain accommodative, which will support market valuation increases [1] - There is an optimistic outlook for Chinese assets, particularly for AI technology companies with overseas capabilities and brand consumer companies [1]