Disney board member and Morgan Stanley will be responsible for finding a successor to current CEO Bob Iger.

A comprehensive report from Morgan Stanley suggests that Microsoft's introduction of the AIPC could trigger an upgrade cycle for business PCs.

Morgan Stanley's shares rose 3.7% after the report showed first-quarter profits beat expectations, benefiting from a recovery in investment banking and growth in wealth management.

For now, Goldman Sachs' forecast is closer to the Fed's expectations than the two。

Recently, Michael Wilson, a well-known short on Wall Street and chief equity strategist at Morgan Stanley, issued a heavy warning to the market that consumer stocks, one of the brightest performers in the U.S. stock market for years, are about to lose their shine as the industry faces increasing risks。Wilson listed four major reasons for the rapid weakening of the U.S. consumer side in the near future: the imminent recovery of student repayment, rising delinquency rates for certain households, rising gasoline prices and weaker housing data, which have been a serious drag on the U.S. consumer side in the near future, U.S. household spending may not be able to maintain the unexpectedly strong growth momentum of the first three quarters, and the weakening trend in U.S. consumer stock prices is accelerating。In fact, Damo isn't the only big Wall Street bank to be disappointed with the future of consumer stocks。Goldman Sachs, a well-known investment bank, also said that on the basis of equal weighting of individual stocks, it is expected that the overall performance of the S & P consumer discretionary sector will be 7 percentage points lower than the S & P 500 over the next 12 months.。In addition, analysts at Jefferies Financial Group have downgraded the shares of U.S. retailers Foot Locker Inc, Urban Outfitters Inc and Nike, according to the bank, which expects U.S. consumers to control spending in the future。Is the performance of U.S. consumer stocks really so bad?？Data show that U.S. consumer discretionary stocks, including Amazon and Tesla, have risen 26% so far this year, double the 13% gain in the S & P 500, but the Daily Consumer Sector Index ETF, which covers many star consumer stocks such as Wal-Mart, Costco, Coca-Cola and Altria, has fallen more than 5% so far this year, underperforming the S & P 500.。To be honest, U.S. consumer stocks have come out of this performance in this year's big market, and it's no wonder that the big banks are looking down on consumer stocks.。

On September 11, US Eastern time, Tesla rose more than 10%, the total market value in a day soared $79.6 billion, market sentiment was instantly ignited。The reason behind Tesla's surge is a small research paper.。To make such a big splash in the market, the agency that publishes the research must have some influence。The institution that released the research report is Morgan Stanley, a well-known Wall Street investment bank, which has a considerable say in the market.。The day before Tesla's surge, analysts at Damo revealed a major positive in a research paper that Tesla's self-developed Dojo supercomputer could open up new markets for it, boosting its profitability significantly。What's this Dojo superstar?？Dojo is actually a supercomputer developed by Tesla in the process of researching autonomous driving technology. Its functions are:Massive video data can be used to complete data labeling and training without supervision。Tesla has said that Dojo ExaPod will theoretically be the world's fastest AI training supercomputer.。Tesla also plans to invest more than $1 billion in Dojo by the end of 2024, and in the future it will work with Nvidia to form Tesla's computing power system.。As a result, analysts at Damo conducted a careful study of Dojo supercomputing, and they found that Dojo's potential goes far beyond training Tesla's self-driving technology.。They believe that the characteristic of Dojo supercomputing is that it can help the car "see" and "react" with the help of the camera, and this application can be extended to train all devices equipped with cameras.。Therefore, Damo quickly upgraded Tesla's stock rating from "holding and watching" to "overweight," and also listed it as "preferred," raising Tesla's benchmark price target to $400.。Although this Tesla one-time surge of 10%, but in fact than the $400 expected, there is still 46% of the space。

Morgan Stanley is highly optimistic that Tesla supercomputer Dojo will unleash the huge potential of artificial intelligence to improve performance.。Tesla shares skyrocket。

AI Attributes! Tesla's stock price surges over $580 billion overnight! Morgan Stanley raises Tesla's 12-18-month price target by 60% to $400

On September 7, some media reported that Morgan Stanley (hereinafter referred to as "Damo") will launch a ChatGPT-like artificial intelligence chatbot this month.。It is reported that this AI robot is jointly developed with OpenAI, the parent company of ChatGPT。

Schalet said the resilience of gold prices may be related to the view that the rise in interest rates is temporary and "purely technical."。Therefore, she recommends: buy gold when it weakens or interest rates fall, increase your position, and recommend holding it for the long term。

On August 21, local time, Goldman Sachs said it was considering selling some of its wealth business, refocusing the company on serving the super-rich rather than mass-market high-net-worth clients.。

On July 18, local time, Morgan Stanley released its 2023 second quarter results report。Performance data show that Damo's second-quarter revenue was 134.$600 million, up 2% YoY。Net profit was 21.$8.2 billion, a sharp 13% year-over-year decline, but still better than the 20% decline expected by the market。

During the "618 Shopping Festival," Jingdong performed well, and its business efficiency and operating capacity are expected to be significantly improved due to business adjustments.。

Recently, Morgan Stanley pointed out in its report that the China Development and Reform Commission has recently conducted in-depth research with relevant departments to understand the development of platform enterprises, and announced that it will further support the platform economy and the private sector, which is in line with the bank's argument that "China's Internet industry has entered a relaxed regulatory cycle after the crackdown at the end of 2020," and believes that Alibaba may be the main beneficiary of the period.。

As for the reason why oil prices have not risen as expected, Sen believes that an underappreciated culprit is rising interest rates, which have pushed up the cost of capital at a time when fears of a global recession have led companies to reduce inventories.。

On June 8, it was revealed that Standard Chartered was embarking on a cost-cutting programme aimed at cutting the bank's costs by more than $1 billion by 2024.。As part of the plan, Standard Chartered will make "selective" layoffs in central Singapore, London and Hong Kong.。

According to Morgan Stanley strategists, the expensive U.S. stock market is sending a major warning signal that the S & P 500 could fall 26% in the first half of the year。Specifically, strategists believe the S & P 500 could hit a low of 3,000 in the first half of 2023 - down 26% from its recent close.。This is "very much in line with consensus at this point," especially as retail investors are more optimistic than they have been in more than a year, they said.。