观点亚太manbetx20客户端下载

Asia is headed towards an industrial supercycle
亚洲步入工业超级周期

It’s not just AI — energy, defence and industrial capex will fuel growth
陈艾亚:亚洲正步入一个由资本支出持续增长推动的工业超级周期。不仅是人工智能,能源、国防相关支出也都在增长。

The writer is chief Asia economist at Morgan StanleyThe market narrative in Asia has been narrowly focused on the impact of AI on economies and companies. But AI is just one aspect of a much broader shift under way across the region.

作者是摩根士丹利(Morgan Stanley)首席亚洲manbetx20客户端下载 学家

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