The Morgan Stanley strategist team made an unconventional adjustment to its high-confidence stock pool, advising investors to broaden their European portfolios and not just limit themselves to popular market trends such as AI capital expenditure and defense. The research team led by Marina Zavolok recommended adopting a decentralized allocation strategy rather than abandoning the AI investment logic. Since the end of August, the team has added 15 overrated preferred stocks, and the list usually only adds 3 to 4 stocks every month; currently, there are 43 overrated preferred stocks, 60% of which have been included in the past three months. The new targets include the banking and finance sector, including AMRO, Lloyds Bank, Arden, and EQT; companies with individual stock independent logic such as Accor, Shell, and Scout24; and companies benefiting from artificial intelligence and data center development, such as Legrand, Kingsborn, and Merlin Real Estate.

The Morgan Stanley strategist team made an unconventional adjustment to its high-confidence stock pool, advising investors to broaden their European portfolios and not just limit themselves to popular market trends such as AI capital expenditure and defense. The research team led by Marina Zavolok recommended adopting a decentralized allocation strategy rather than abandoning the AI investment logic. Since the end of August, the team has added 15 overrated preferred stocks, and the list usually only adds 3 to 4 stocks every month; currently, there are 43 overrated preferred stocks, 60% of which have been included in the past three months. The new targets include the banking and finance sector, including AMRO, Lloyds Bank, Arden, and EQT; companies with individual stock independent logic such as Accor, Shell, and Scout24; and companies benefiting from artificial intelligence and data center development, such as Legrand, Kingsborn, and Merlin Real Estate.