AI reshapes the business competitive landscape: Morgan Stanley reveals five major investment opportunities, with Adobe and Amazon receiving key recommendations
Morgan Stanley released a research report indicating that artificial intelligence is being deployed on a large scale across various industries, enhancing operational efficiency and reshaping competitive advantages. The report shows that 60% of Chief Information Officers expect that by the end of 2025, workloads based on generative AI will be put into production. Key recommended companies include Adobe, Amazon, and Johnson Controls, which have performed outstandingly in AI applications and have all been given "overweight" ratings
According to the Zhitong Finance APP, a research report released by Morgan Stanley last week shows that artificial intelligence is moving from the experimental stage to large-scale deployment across various industries, accelerating operational efficiency and reshaping competitive advantages.
The report points out that the application of artificial intelligence in both digital and physical domains is rapidly advancing, optimizing supply chains, improving customer service, enhancing financial forecasting capabilities, and accelerating research and development processes through generative AI, automation, and machine learning.
The bank's latest survey of chief information officers indicates that 60% of respondents expect workloads based on generative AI to be put into production by the end of 2025, a figure that remains unchanged from earlier this year. The core objectives of corporate AI strategies include improving internal production efficiency, reducing labor costs, and developing customer-facing applications that can generate revenue and enhance satisfaction.
"Technological advancements are blurring the lines between digital intelligence and physical execution, ushering in a new era of operational agility," the analysis team led by equity strategist Michelle Weaver wrote in the report. The report emphasizes that companies are gaining quantifiable benefits in operational speed, accuracy, and security by customizing AI solutions through in-house development or strategic partnerships.
The report outlines five categories of AI investment opportunities: from companies with strong pricing power and deep AI integration capabilities to those in the options market that underestimate their AI revenue potential.
Among the multiple screening dimensions, Adobe (ADBE.US), Amazon (AMZN.US), and Johnson Controls (JCI.US) stand out as high-quality large-cap AI application pioneers, with the core position of artificial intelligence in their business strategies becoming increasingly prominent.
Other scaled application players of note include NVIDIA (NVDA.US), Microsoft (MSFT.US), Google's parent company Alphabet (GOOGL.US), Meta Platforms (META.US), and Tesla (TSLA.US). Morgan Stanley has given these companies an "overweight" rating, believing they possess the dual advantages of being both AI technology enablers and users.
Although there are industry differences in AI deployment (predictive maintenance in the energy sector, fraud detection in finance, autonomous robotics in manufacturing, etc.), the bank believes this trend is universal and accelerating.
Morgan Stanley concludes, "Artificial intelligence is becoming an important driver of operational efficiency and competitive advantage."
