主题阿尔法-TMT 大会主题观点及核心标的推荐-Thematic Alpha-Thematic Thoughts from the TMT Conference & Top Picks

March 10, 2026 04:29 AM GMT Thematic Alpha | North America Thematic Thoughts from the TMT Conference & Top Picks Last week, Morgan Stanley hosted its annual Technology, Media & Telecom Conference in San Francisco. Several key themes emerged throughout fireside presentations: For more thematic content from the conference, please see here where we tie conference takeaways to our 10 Thematic predictions outlined in our 2026 Outlook. M Idea Morgan Stanley & Co. LLC Michelle M. Weaver, CFA Equity Strategist Mich ...