全球经济 - 人工智能进口热潮下的宏微观视角-Global Economic Briefing-AI Imports in Overdrive, Macro and Micro Perspectives

February 4, 2026 10:00 PM GMT Global Economic Briefing AI Imports in Overdrive, Macro and Micro Perspectives US AI-linked imports help show the scale of AI capex to date as well as the drive for investment going forward. At a fundamental level, the pace of technological change requires continued investment to keep pace for AI to reach its full potential. Key Takeaways Morgan Stanley & Co. LLC Seth B Carpenter Chief Global Economist Seth.Carpenter@morganstanley.com +1 212 761-0370 Stephen C Byrd Equity Analy ...