摩根斯坦利近日发布第六期AlphaWise中国广告主调研报告，表明AI广告首先改变预算份额格局，之后才扩大整体潜在市场规模 (TAM)。AI会进一步拉开各平台广告预算占比差距，推动头部平台更深地切入商业工作流，释放更大的商业化增长空间。重点超配标的 (OW)：阿里巴巴、腾讯、美团。
摩根士丹利发布的最新AlphaWise调研显示，今年3月至6月，智能体工具使用率从11%升至44%，端侧/手机AI使用率也从52%升至80%。在中国，消费者个人AI周使用率已经达到80%，约三分之一受访者每天都在使用AI。数字变化背后，是AI与个人终端的关系正在进入新的阶段。过去十余年，手机使用主要围绕APP展开：用户打开App、选择功能 ...
摩根士丹利认为，中国消费级AI每周使用率已达80%，领 先美国54%，核心驱动在于超级App生态分发与丰富日常场景。报告预测2030年中国C端AI可变现市场规模约3000亿元，99%来自商户意图变现。阿里、腾讯、美团因具备分发与场景优势获正向评级。
Morgan Stanley’s Apple analyst, Katy Huberty, tracks smartphone sell through using web search analytics (called AlphaWise). Her data through the end of May indicates that Apple’s iPhone is having ...
From the December 2012 to March 2013 quarter Apple ’s iPhone unit sales dropped from 46.3 to 36.4 million units (9.9 million or 21% sequentially) when adjusted for channel inventory. Morgan Stanley ’s ...
摩根士丹利發表研究報告指，第六次AlphaWise中國廣告主調查顯示，AI廣告會先推動份額重分配，其後才擴大整體市場規模，並擴大廣告主預算份額差距，令領先平台更深嵌入商業流程，打開更大電商上調空間。該行關鍵「增持」為阿里-W(09988.HK)、騰訊(00700.HK)及美團-W(03690.HK)(合稱ATM)；關鍵「減持」為百度-W(09888.HK)及微博-SW(09898.HK)。 該行指 ...
On the back of Apple's decision to delay the international iPad launch due to surprisingly strong US demand, analysts are sure to be tweaked their sales predictions. Prior to the announcement however, ...
《Yahoo Finance》報導，根據摩根士丹利 (Morgan Stanley)AlphaWise 智慧型手機調查，全球智慧型手機市場預計在 2026 年受到衝擊，但蘋果(AAPL-US) 可望從中受益。 全球智慧型手機出貨量預計將在 2026 年年 ...
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results