摩根士丹利：关于人工智能热潮的思考
2025-06-19 09:47
June 18, 2025 04:29 PM GMT M Update S. Korea Telecoms, Media & Internet | Asia Pacific Our thoughts on AI enthusiasm We believe market sentiment toward AI could be running ahead of fundamentals, as post-election market exuberance continues to play out while details are lacking. Sovereign AI will be a key debate – and a formidable challenge, in our view. AI-related stocks showed "buy first, ask questions later" sentiment today: Led by Naver (+20% vs. 0.7% for the KOSPI), many Internet stocks made two-sigma-p ...